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Certificant Connections

Certificant Connections is a podcast powered by the Certified Financial Planner Board of Standards, the professional standards-setting body for more than 83,000 CFP professionals nationwide. Each episode, CFP Board discusses the latest news in the financial planning profession, takes a dive deep into a key topic, and answers your questions about financial planning.

info_outline Episode 15: Current News and Coming Events with Kevin Keller 08/23/2019
info_outline Episode 14: Diversity Initiatives at the Center for Financial Planning With Jocelyn Wright, CFP®. 08/23/2019
info_outline Episode 13: Breaking down the 2019 Edelman Trust Barometer for the financial sector with Sean Neary, Executive Vice-President, Edelman. 06/05/2019
info_outline Episode 12: From Certificates to Ph.D.s, Mary Kay Svedberg, Director of Education at CFP Board Discusses the Multitude of Available Educational Programs. 05/28/2019
info_outline Episode 11: Susan John 2019 Chair of CFP Board talks about upcoming dates and events. 05/08/2019
info_outline Episode 10: The Code of Ethics and Standards of Conduct with Leo Rydzewski. 05/06/2019
info_outline Episode 9: Presenting the new Center for Financial Planning Career Paths Guide released with the help of BNY Mellon’s Pershing 04/29/2019
info_outline Episode 8: Increasing Access to CFP® Professionals — CFP Board CEO Kevin Keller and Director of Marketing Jason Gudenius, Discuss CFP Board Strategies 04/23/2019
info_outline Episode 7: Advertising Campaign and Branding with Kevin Keller, CEO of CFP Board as well as a special guest, Mike Dabadie, co-CEO of Heart+Mind strategies 03/18/2019
info_outline Episode 6: Update on SEC Regulation BI and Fiduciary – Consumer Federation of America’s Director of Investor Protection, Barb Roper joins CFP Board VP for Public Policy Maureen Thompson 03/14/2019
info_outline Episode 5: CFP Board’s New Retirement Security Working Group - CFP Board VP for Public Policy Maureen Thompson and Retirement Expert Fred Reish of Drinker Biddle 03/11/2019
info_outline Episode 4: How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO Jon Dauphiné 03/06/2019
info_outline Episode 3: Why I became a CFP® professional – An interview with Jillian Nel, CFP® 03/06/2019
info_outline Episode 2: Our Newest “I am a CFP® Pro” – An interview with Matt Aaron, CFP® 03/06/2019
info_outline Episode 1: Catching Up with CFP Board's CEO Kevin Keller, What's New in 2019 02/21/2019