CFP® Certificant Connections: Webinars
CFP Board is committed to keeping lines of communication open with CFP® professionals and our other stakeholders. We've put together these informational webinars to provide you with updates on current activities and the opportunity to interact with CFP Board's leadership.
MOST RECENT Webinar
On March 13, 2025, CFP Board Chair Liz Miller, CFP®, CFA®, Chair-Elect Terri Kallsen, CFP® and CEO Kevin R. Keller, CAE shared updates on CFP Board initiatives and answered questions from attendees.
You may also jump to a topic:
- Growth in the profession
- Accelerating Growth, Influence and Leadership of Women
- New Research Tracking and Long-Term, Client Outcomes
- Proposed Changes to Competency Standard for CFP® Certification
- Expanding Awareness Around Financial Planning Careers
- The New Financial Planning Hall of Fame
- AI and the Future of Financial Planning
- CFP Board Leadership Transition
- Public Awareness Campaign
- Q&A
Past Webinars
Review any of our previous CFP® Certificant Connection Webinars below. And be sure to bookmark our CFP® Certificant Connection Webinar Playlist on YouTube.
November 2024 CFP® Certificant Connection Webinar
On November 13, 2024, CFP Board Chair Matt Boersen, CFP®, CFA®, Chair-Elect Liz Miller, CFP®, CFA® and CEO Kevin R. Keller, CAE shared updates on CFP Board initiatives and answered questions from attendees.
You may also jump to a topic:
- Welcome and panel introductions
- New Board Members Elected
- 2024 Compensation Study
- Client Impact Study
- Competency Standards Update
- CFP Board Connections Conference
- “Quite Possibly the Perfect Job” Campaign
- Workforce Initiative
- Women’s Initiative
- Artificial Intelligence Scenario Planning
- Public Awareness Campaign
- Q&A
Certificant Connection Webinar ARchives