CFP® Certificant Connections: Regional Meetings
Town hall-style events held regionally across the U.S. for CFP® professionals and other CFP Board stakeholders.
A FORUM WITH CFP Board Leadership
CFP® Certificant Connection regional meeting are town hall-style events that provide CFP® professionals and other CFP Board stakeholders an opportunity to engage in two-way dialogue with CFP Board's leadership. The meetings are held in an open format to allow participants to address the issues of most concern to them, and to provide CFP Board’s leadership the chance to connect with local CFP® professionals, those working to attain CFP® certification, educators and other stakeholders.
May 2025 Series
The next CFP® Certificant Connection meetings are in New York City, Charlotte, N.C., and Atlanta from May 21-22. Attendees will engage with CFP Board’s leadership and earn CE credit from our Psychology of Financial Planning™ CE Program. These events are open to current CFP® professionals, educators and those pursuing CFP® certification.
New York City | May 21
Charlotte, N.C. | May 21
Atlanta | May 22
RECENT EVENTS
CFP Certificant Connection, Boca Raton, FL
Wednesday, February 12, 2025 | 4:30 - 7:00 PM
CFP Certificant Connection, Naples, FL
Tuesday, February 11, 2025 | 4:30 - 7:00 PM
CFP Certificant Connection, Tampa, FL
Monday, February 10, 2025 | 4:30 - 7:00 PM
CFP Certificant Connection, Los Angeles, CA
Wednesday, September 11, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, Orange County, CA
Tuesday, September 10, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, San Diego, CA
Tuesday, September 10, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, Phoenix, AZ
Monday, September 9, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Kansas City, MO
Friday, May 24, 2024 | 7:30 - 10:00 a.m.
CFP Certificant Connection, Minneapolis, MN
Thursday, May 23, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Birmingham, MI
Thursday, May 23, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, Pittsburgh, PA
Wednesday, May 22, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Austin, TX
Thursday, February 22, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, San Antonio, TX
Wednesday, February 21, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Houston, TX
Wednesday, February 21, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, Dallas, TX
Tuesday, February 20, 2024 | 4:30 - 7:00 PM
Regional meetings were held in previous years in various cities and states around the country, including in Arizona, California, Connecticut, Florida, Illinois, Massachusetts, Michigan, Missouri, New York, Pennsylvania and Texas. Each new series along with dates & locations is announced and posted when confirmed – and CFP Board typically hosts multiple series during the year.