"A very well-respected membership organization. It absolutely stays focused on the agenda of the members. Exceptional experience and advice."
If you are currently a CFFB Member, Advisor or Corporate Partner representative, then you are automatically approved to be a Member of a Roundtable.
The purpose for completing this form is to ensure that you are matched-up with the appropriate group of peers in order to maximize your experience. The more information you can provide us with - the better.