Skip to main content
For Employers

2022 CFP Board Conference

The 2022 CFP Board Conference is a new conference being held on August 9-11, 2022 that unites the CFP Board Annual Firms Summit and Registered Programs Conference. This event creates an exclusive forum that brings together today’s employers of CFP® professionals with leaders from the colleges and universities preparing the CFP® professionals of tomorrow.

Attendance is limited and specifically designed for leaders from financial services firms and educational institutions.

Conference Agenda

August 9-11, 2022   |   Park Hyatt Hotel, Washington DC   |   Registration: $195

Attendees will have a unique opportunity to meet, network and share knowledge and content that advances their roles in and their impact on the future of financial advice. The agenda sessions include specific tracks for firms and Registered Programs, including sessions on “Financial Planning and the Client Experience,” “Building ‘Community’ Partnership,” “Innovative Ways of Promoting Your Program,” “Industry Trends,” “Delivering Digital Financial Advice,” as well as the Psychology of Financial Planning and more. Numerous opportunities for networking and connecting with fellow colleagues is provided during meals, a reception, and a dedicated networking session.

Keynote Speakers:

  • Daniel Pink, #1 New York Times Bestselling Author of The Power of Regret, When, To Sell is Human, Drive, and A Whole New Mind will present The Scientific Secrets of Perfect Timing.
  • Jeff Kreisler, Head of Behavioral Science for JP Morgan Chase, Founding Editor of PeopleScience, lawyer, award-winning comedian, and best-selling author, will present Behavioral Finance: When Irrational Behavior Overrides Rational Decision Making.
Attendees networking and working during a meal break.

Who Should Attend

Firm leaders should plan to attend this one-of-a-kind event. Firm attendees will have the opportunity to:

  • Build partnerships, learn and share ideas and best practices with other employers.
  • Connect one-on-one with registered programs and leaders of CFP® professionals.
  • Attend over 10 sessions addressing specific challenges and areas of interest within the financial planning profession, including Financial Planning and the Client Experience, and Psychology of Financial Planning.
  • Experience compelling presentations from our esteemed keynote speakers Daniel Pink and Jeff Kreisler.

Register Today

For additional information and to register, contact CFP Board’s event team at Attendance is limited to those eligible and is first-come, first-serve, so contact us today to reserve your spot. 

Space is Limited. Contact Us Today