Chicago CFP® Certificant Connection Regional Meeting

Join 2026 Board Chair-Elect Martin Seay, Ph.D., CFP® and CFP Board CEO K. Dane Snowdenthe Chicago Certificant Connection regional meeting, designed to keep you informed, engaged and connected.

Wednesday, May 20
2:00-5:00 p.m. CT
Sofitel Chicago Magnificent Mile
20 E. Chestnut Street Chicago, IL 60611

Register Now

This town-hall style meeting will feature a Q&A session with CFP Board leadership where you’ll discuss some of the most pressing issues facing the profession, including:

• Updates to the Competency Standards
• What’s coming next for CFP Board
• Exams, education and the face of the profession’s future
• How to get involved with the CFP® professional community
• Topics on your mind (submit yours during registration)

CE Course:

Participants will have the opportunity to take a 50-minute CE course, The Human Edge: Preserving the Financial Planner’s Value in the Age of AI, eligible for 1 CE credit hour.