Stay Connected
CFP® Certificant Connections: Regional Meetings
Town hall-style events held regionally across the US for CFP® professionals and other CFP Board stakeholders.
Promoting Open Dialogue
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.
Certificant Connection Regional Meetings
MAY 2024 Series
The next CFP® Certificant Connection meetings take place in Pittsburgh, Detroit area, Minneapolis and Kansas City from May 22-24, 2024. Engage with CFP Board's leadership and earn CE credit with our Psychology of Financial Planning™ CE Program.
Pittsburgh, PA | May 22
Birmingham, MI | May 23
Minneapolis, MN | May 23
Kansas City, MO | May 24
RECENT EVENTS
CFP Certificant Connection, Dallas, TX
Tuesday, February 20, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Houston, TX
Wednesday, February 21, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, San Antonio, TX
Wednesday, February 21, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Austin, TX
Thursday, February 22, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, Washington, DC
Wednesday, November 1, 2023 | 7:30 - 9:30 AM
CFP Certificant Connection, Baltimore, MD
Wednesday, November 1, 2023 | 4:30 - 6:30 PM
CFP Certificant Connection, Philadelphia, PA
Thursday, November 2, 2023 | 7:30 - 9:30 AM
CFP Certificant Connection, New York, NY
Thursday, November 2, 2023 | 5:30 - 7:30 PM
CFP Certificant Connection, Boston, MA
Friday, November 3, 2023 | 7:30 - 9:30 AM
Regional meetings were held in previous years in various cities and states around the country, including in 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.