Certificant Connections: A Conversation with CFP Board Leadership

Join CFP Board Chair Terri Kallsen, CFP® and 2026 Chair-Elect Martin Seay, Ph.D., CFP® and CEO K. Dane Snowden for a conversation about the forces shaping the financial planning profession.

As the Board of Directors prepares for its July meeting, Terri, Martin and Dane will discuss key priorities, emerging trends across the profession and the topics generating the most discussion among CFP® professionals today.

Bring your questions and join the discussion about the future of CFP® certification and the profession.