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CFP® Certificant Connection, San Francisco, CA

September 13, 2023 - 8:00 - 10:15 AM Pacific

Registration is now open for our CFP® Certificant Connection event in San Francisco on September 13.

This free in-person event is part of the CFP® Certificant Connection regional meeting series, held at locations across the U.S. The event provides an opportunity for CFP® professionals and other CFP Board stakeholders to engage in two-way dialogue with CFP Board's leadership.

New Psychology of Financial Planning™ CE Program! We are pleased to add to our CFP® Certificant Connection events a one-hour Psychology of Financial Planning™ CE Program. Part of CFP Board’s Psychology of Financial Planning™ Presentation Series, this session will include an overview of the six principal knowledge topics within the Psychology of Financial Planning domain, with practical application exercises and information about additional resources. This 50-minute program awards 1 hour of CFP Board CE credit.

The event also includes a town hall-style meeting hosted by Dan Moisand, CFP® the 2023 Chair of CFP Board’s Board of Directors, and Kevin R. Keller, CAE, CFP Board's CEO, who will share updates on the latest developments at CFP Board and engage attendees in discussion about issues of importance to the financial planning profession, including our ambitious new strategic priorities that will advance the financial planning profession and strengthen the value of CFP® certification. Most importantly, the event is designed to give CFP Board a chance to listen to you and your colleagues.

Refreshments will be served.

Because our discussions can only benefit from a diversity of viewpoints, educators and those working to attain CFP® certification are also invited to attend.

Please make plans to attend and encourage your colleagues to join us at this important meeting.

Date and Time: Monday, September 13, 2023 | 8:00-10:15 a.m.

  • 8:00-8:30 a.m. | Continental Breakfast
  • 8:30-9:00 a.m. | CFP Board Update and Town Hall Meeting
  • 9:40-10:15 a.m. | Psychology of Financial Planning™ CE Program (1 CE hour)

  • Location:
    Hyatt Regency San Francisco
    5 Embarcadero Center
    San Francisco, CA 94111

    Register Now