Stay Connected
CFP® Certificant Connections: Webinars
CFP Board is committed to keeping lines of communication open with CFP® professionals and our other stakeholders. We've put together these informational webinars to provide you with updates on current activities and the opportunity to interact with CFP Board's leadership.
MOST RECENT Webinar
On July 16, 2024, CFP Board Chair Matt Boersen, CFP®, CFA®, Chair-Elect Liz Miller, CFP®, CFA® and CEO Kevin R. Keller, CAE shared updates on CFP Board initiatives, takeaways from discussions at the July meeting of the Board of Directors and answered questions from attendees.
You may also jump to a topic:
- Welcome and panel introductions
- Terri Kallsen, CFP® selected as 2025 Board of Directors Chair-Elect
- Celebrating 100,000 CFP® professionals in the U.S
- 100k Pro Bono Challenge
- Compensation Research and Tools
- Consumer Sentiment Research: Life Goals of Millennials
- Client Impact Study
- Ethics CE Redesign
- Guide to CFP Board’s Technology Standard
- Code & Standards Video Series and Handbook
- Competency Standards Commission Update
- CFP Board Connections Conference
- Public Awareness Campaign Update
- Attendee Questions
- Compensation Survey Results
- Pro Bono Networking
- New Commercials
- New DOL Rule
- What qualifies as pro bono service
- Retired status
- Contract/part-time work
- Enforcement of the marks
- Rise of flat annual fee versus AUM or commission model
- Connect with a mentor
- Special needs planning
- Value of CFP® certification
- Continuing Education programs
Past Webinars
Review any of our previous CFP® Certificant Connection Webinars below. And be sure to bookmark our CFP® Certificant Connection Webinar Playlist on YouTube.
March 2024 CFP® Certificant Connection Webinar
Watch from the beginning or jump to a topic:
- Welcome and panel introductions
- 2023 growth, achievements and new CFP® professional demographics
- Scholarships and efforts to expand the talent pipeline
- Growing public awareness
- Compensation study: CFP® professionals earn 12% more
- Client Impact Study
- Competency Standards Commission Update
- New enforcement and adjudication video series and handbook
- Guide to CFP Board’s Technology Standard
- Attendee Questions
- New TV commercial?
- Anticipated changes to standards regarding AI?
- How to identify CE opportunities?
- CFP Board efforts to promote financial literacy in K-12 and colleges?
- Allow associate’s degree for CFP® certification?
- Job search advice
- Expectations on DOL fiduciary rule?
- Are there plans to create a Retired category?
- How to get involved with pro bono volunteering?
November 2023 CFP® Certificant Connection Webinar
During this webinar, broadcast November 17, 2023, Daniel Moisand, CFP®, Chair of CFP Board’s Board of Directors, Matt Boersen, CFP®, 2023 Chair Elect, and Kevin Keller, CFP Board’s CEO, shared updates on current and future CFP Board initiatives, takeaways from discussions at the November meeting of the Board of Directors and answered questions from the audience.
Watch from the beginning. Or jump to a topic:
- Welcome and panel introductions
- New Board members
- Matthew Boersen, CFP®, CFA®, 2024 Board Chair and Elizabeth Miller, CFP®, CFA®, 2024 Board Chair-Elect
- Announcing the Dan Moisand, CFP® Scholarship
- Competency Standards Commission update
- Proposed changes to the Sanction Guidelines and Fitness Standards
- Share your feedback on proposed changes to the Sanction Guidelines and Fitness Standards
- Board of Directors strategic discussion about how AI will affect the delivery of financial advice
- 50th anniversary of CFP® certification gala event
- Demographic details about new CFP® professionals and growth trends
- CFP Board scholarship information
- Pro bono volunteering and new badges
- Report on the business case for pro bono financial planning
- Questions from the Audience
July 2023 CFP® Certificant Connection Webinar
Watch from the beginning. Or jump to a topic:
- Liz Miller selected as 2024 Board Chair-Elect
- Title Protection
- Board Resolution: Pro Bono Volunteering
- Commission on Sanctions and Fitness Update
- Competency Standards Commission Update
- New: The Psychology of Financial Planning Practitioner Resource Guide
- Raising Awareness Among Young People
- 2023 Diversity Summit
- Questions from the Audience
February 2023 CFP® Certificant Connection Webinar
During this webinar recorded February 7, 2023, panelists Dan Moisand, CFP® Chair of CFP Board’s Board of Directors, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities and held an interactive question and answer session.
Watch from the beginning. Or jump to a topic:
- CFP Board's new organizational structure
- How CFP Board's new 501(c)(6) organization positions CFP Board to promote the benefits of a financial planning career and advance the financial planning profession to benefit the public
- CFP Board's upcoming review of the competency standards for CFP® certification
- CFP Board's Public Awareness Campaign
- Answers to questions from the audience
November 2022 CFP® Certificant Connection Webinar
During this webinar recorded November 15, 2022, panelists Kamila Elliott, CFP®, 2022 Chair of CFP Board’s Board of Directors, Dan Moisand, CFP®, 2022 Chair-Elect and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities and held an interactive question and answer session.
Watch from the beginning. Or jump to a topic:
- The Center for Financial Planning's Academic Research Colloquium and Diversity Summit
- Updates on Standards and Certification and Workforce Strategic Priorities
- Update on 2022 and 2023 Public Awareness Campaigns
- Public Comment Period for Proposed Changes to the Procedural Rules
- Answers to Audience Questions
August 2022 CFP® Certificant Connection Webinar
During this webinar recorded August 11, 2022, panelists Kamila Elliott, CFP®, 2022 Chair of CFP Board’s Board of Directors and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities and held an interactive question and answer session.
Watch from the beginning. Or jump to a topic:
- Update on the 2023 Board of Directors nomination process
- The LeCount R. Davis, CFP® Endowed Scholarship
- The Center for Financial Planning's Diversity Summit and Career Fair
- Update on 2022 Public Awareness Campaign
- Answers to Audience Questions
April 2022 CFP® Certificant Connection Webinar
During this webinar recorded April 19, 2022, panelists Kamila Elliott, CFP®, 2022 Chair of CFP Board’s Board of Directors, Daniel Moisand, CFP®, 2022 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities and held an interactive question and answer session.
Watch from the beginning. Or jump to a topic: