Don’t Miss Out!
Get ready for three unforgettable days of insights, networking and big ideas.
October 4-6, 2027 in Orlando!
Have questions? Reach out to our team — we’re happy to help.
CFP Board Connections Conference is heading to Orlando, October 4-6, uniting leaders from across the entire financial planning ecosystem for a dynamic three-day experience.
With content spanning emerging technologies, artificial intelligence (AI), behavioral finance and modern planning practice, Connections Conference is where the financial planning profession comes together to advise with purpose and plan with precision. This year’s agenda provides tailored programming for:
The 2026 agenda is below for your reference. Please check back for updates on the 2027 agenda.
Join us in Orlando, October 4-6, 2027, to build meaningful connections and gain practical takeaways that will help you stay current, elevate your impact and grow alongside the profession.
July 25 - September 17, 2027
$1,295
October 3-6, 2027
$1,595
Attendees Expected
Of Attendees are C-level Executives and Senior Managers
Possible CE Credits Available
Join fellow CFP® professionals and conference attendees to engage in purposeful, peer-driven conversations.
Braindate is the premier networking forum at Connections Conference, designed to elevate your experience by transforming traditional networking into meaningful, collaborative exchange.
Tap into the collective intelligence of the financial planning community. Whether you are looking to exchange practice management strategies, discuss emerging trends or mentor the next generation of financial advisors, Braindate provides the space to host or join one-on-one and group discussions on the critical challenges defining the profession today.
In 2026, our community generated over 161 hours of peer learning and facilitated 590+ connections. The result? 85% of participants felt empowered by their learning experience, and 80% reported a deeper sense of belonging within the financial planning ecosystem.
Earn up to 15 CE credits while expanding your network, collaborating with peers and gaining valuable insights to enhance your impact in the financial planning profession.
Forge valuable connections with industry leaders, engage in meaningful conversations with your peers and build a robust professional network that extends far beyond the conference.
Enhance your expertise through a dynamic lineup of expert-led sessions and panels — while earning up to 15 CE credits to help maintain your certification and elevate your career.
Gain cutting-edge knowledge on the latest developments in AI, fintech and best practices that are transforming financial planning and decision-making across the profession.
Explore forward-thinking approaches to building more inclusive workplaces. Learn how inclusive leadership, employee engagement and organizational culture can come together to create positive, lasting change.
CFP Board Connections Conference 2027 will be held at the Hilton Orlando.
Hotel Address:
Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
The booking link is coming soon. Please check back for updates.
Get ready for three unforgettable days of insights, networking and big ideas.
October 4-6, 2027 in Orlando!
Have questions? Reach out to our team — we’re happy to help.
Engage with top financial planners, thought leaders and industry decision-makers. Sponsoring CFP Board Connections Conference connects you with an engaged audience of CFP® professionals dedicated to shaping the future of financial advice.