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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

february 2024 Series

The next CFP® Certificant Connection meetings take place in Dallas, Houston, San Antonio and Austin from February 20-22, 2024. Engage with CFP Board's leadership and earn CE credit with our Psychology of Financial Planning™ CE Program.

Dallas, TX | February 20

Houston, TX | February 21

San Antonio, TX | February 21

Austin, TX | February 22


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 Michigan, Illinois, Missouri, Massachusetts, New York, Connecticut, Pennsylvania, Florida. Each new series along with dates & locations is announced and posted when confirmed – and CFP Board typically hosts multiple series during the year.