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Promoting Open Dialogue

A FORUM WITH CFP Board Leadership

CFP® Certificant Connection regional meeting are town hall-style events that provide CFP® professionals and other CFP Board stakeholders an opportunity to engage in two-way dialogue with CFP Board's leadership. The meetings are held in an open format to allow participants to address the issues of most concern to them, and to provide CFP Board’s leadership the chance to connect with local CFP® professionals, those working to attain CFP® certification, educators and other stakeholders.

Registration Now Open

September 2022 Series

Registration is now open for the next series of CFP® Certificant Connection meetings, which will take place in Philadelphia, Long Island, Old Greenwich and Boston from September 21-23, 2022. In addition to a town hall meeting with CFP Board’s leadership, these events include a Psychology of Financial Planning™ CE program that grants 1 hour of CFP Board CE credit.

RECENT EVENTS

during 2022

CFP® Certificant Connection, Detroit, MI
Tuesday, May 24, 2022 | 4:30 - 7:00 PM

CFP® Certificant Connection, Chicago, IL 
Wednesday, May 25, 2022 | 7:30 - 10:00 AM

CFP® Certificant Connection, Oak Brook, IL 
Wednesday, May 25, 2022 | 4:30 - 7:00 PM

CFP® Certificant Connection, Kansas City, MO
Thursday, May 26, 2022 | 7:30 - 10:00 AM

CFP® Certificant Connection, Orlando, FL
Wednesday, April 20, 2022 | 5:30 - 7:00 PM

CFP® Certificant Connection, Tampa, FL 
Thursday, April 21, 2022 | 8:00 - 9:30 AM

CFP® Certificant Connection, Bonita Spring, FL 
Thursday, April 21, 2022 | 5:30 - 7:00 PM

CFP® Certificant Connection, Fort Lauderdale, FL
Friday, April 22, 2022 | 8:00 - 9:30 AM

Regional meetings were held in previous years in various cities and states around the country, including in California, Pennsylvania, New York, Massachusetts, Utah, Arizona, Minnesota, Wisconsin, Florida. Each new series along with dates & locations is announced and posted when confirmed – and CFP Board typically hosts multiple series during the year.