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Certificant Connections Podcasts
CFP Board's Certificant Connection podcasts feature timely topics, including the latest updates to CFP® certification, research on retirement security and client psychology, and more.
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Listen to the Latest News from CFP Board
Certificant Connections is a podcast powered by CFP Board, the professional standards-setting body for more than 95,000 CFP® professionals nationwide.
In each episode, CFP Board discusses the latest news in the financial planning profession, takes a deep dive into key topics and answers your questions.
Tune in to learn about upcoming topics, including updates to the Code of Ethics and Standards of Conduct for CFP® professionals, research on retirement security and client psychology, and more.
Listen to the podcast on your favorite app from the links above, or download the podcast library.
Submit a Question & Contribute to Our Podcast
To submit questions for us to answer on the podcast, send an email to podcast@cfpboard.org.
Recent Episodes
Episode 15: Current News and Coming Events with Kevin Keller.
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Get the latest updates on current CFP Board news and activities with Kevin Keller, CFP Board CEO.
Episode 14: Diversity Initiatives at the Center for Financial Planning With Jocelyn Wright, CFP®.
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Hear from Jocelyn Wright, CFP®, the Special Advisor for Gender Diversity for the Center for Financial Planning, on the Center's initiatives for creating a more diverse, inclusive financial planning profession.
Episode 13: Breaking down the 2019 Edelman Trust Barometer for the financial sector with Sean Neary, Executive Vice-President, Edelman.
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CFP Board welcomes Sean Neary, who explains what the Edelman Trust Barometer is, why it’s important and its most interesting findings on the financial sector for this year!
Episode 12: From Certificates to Ph.D.s, Mary Kay Svedberg, Director of Education at CFP Board Discusses the Multitude of Available Educational Programs.
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Today’s episode is about the wide variety of registered programs certified by CFP Board. Tune in to get a better idea of what's out there.
Episode 11: Susan John, CFP®, 2019 Chair of CFP Board, talks about upcoming dates and events.
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Learn about big-picture issues that CFP Board is looking at, as well as client psychology, CFP Board’s wide variety of programs, plans for the future and the upcoming Board meeting.
Episode 10: The Code of Ethics and Standards of Conduct with Leo Rydzewski.
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Featured guest Leo Rydzewski, General Counsel of CFP Board, joins us to discuss the new Code of Ethics and Standards of Conduct, effective October 1, 2019.
Episode 9: Presenting the new Center for Financial Planning Career Paths Guide released with the help of BNY Mellon’s Pershing.
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Jessica Lewis talks with Marilyn Mohrman-Gillis, Executive Director of the CFP Board Center for Financial Planning, and Mark Tibergien, CEO of BNY Mellon’s Pershing, about the new Career Paths Guide available to businesses employing CFP® professionals.
Episode 8: Increasing Access to CFP® Professionals.
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CFP Board CEO Kevin Keller and Director of Marketing Jason Gudenius discuss CFP Board strategies.
Episode 7: The CFP Board Brand and Public Awareness Campaign.
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CFP Board CEO Kevin Keller and Heart + Mind Strategies CEO Mike Dabadie talk about CFP Board’s brand and its Public Awareness Campaign. Kevin also provides updates on his travels at in-person CFP® Certificant Connections events and other initiatives at CFP Board.
Episode 6: Update on SEC Regulation BI and Fiduciary.
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Consumer Federation of America’s Director of Investor Protection Barb Roper joins CFP Board VP for Public Policy Maureen Thompson in a discussion about the SEC’s Regulation BI and the latest news on fiduciary.
Episode 5: CFP Board’s New Retirement Security Working Group.
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CFP Board VP for Public Policy Maureen Thompson and retirement expert Fred Reish of Drinker Biddle talk about the organization’s new working group, which will be focused on developing policy ideas on how to encourage more people to save for retirement and how their savings can last a lifetime.
Episode 4: How Financial Planners Can Give Back Through Pro Bono.
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An interview with Foundation for Financial Planning CEO Jon Dauphine – Financial planners are known for helping their communities. In this episode, Jon Dauphine of the Foundation for Financial Planning talks about the benefits of pro bono work, the role of the Foundation and how financial planners can get involved.
Episode 3: Why I Became a CFP® Professional.
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There are many avenues for people to become CFP® professionals. On this episode of Certificant Connections, Jillian Nell, CFP® talks about how being a financial planner allows her a great work-life balance as a working mom while having a successful business that continues to grow.
Episode 2: Our Newest “I am a CFP® Pro.
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On this episode of Certificant Connections, we talk with our newest CFP® Pro spokesperson Matt Aaron, CFP® of Northwestern Mutual, about his journey to CFP® certification, why he became a financial planner and tips for young people entering the profession.
Episode 1: The Year Ahead for CFP Board with CEO Kevin Keller.
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This inaugural episode of Certificant Connections features an interview with CEO Kevin Keller discussing what’s ahead for CFP Board in 2019, as well as providing an update on different initiatives.