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
During this webinar, broadcast March 10, 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 CFP Board’s work to advance its new strategic priorities and how that work strengthens the value of CFP® certification, as well as answered questions from the audience.
Watch from the beginning. Or jump to a topic:
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.
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:
- CFP Board’s new strategic priorities and 2022 priorities
- How CFP Board will invest the annual certification fee
- CFP Board’s current and planned initiatives to advance its strategic priorities
- Answers to Audience Questions
November 2021 CFP® Certificant Connection Webinar
During this webinar recorded November 5, 2021, panelists Douglas S. King, CFP®, 2021 Chair of CFP Board’s Board of Directors, Kamila Elliott, CFP®, 2021 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:
- Update from the latest Board of Directors meeting
- CFP Board’s new strategic priorities and 2022 priorities
- Update on the 2022 Board of Directors nomination process
- The Center for Financial Planning's Diversity Summit and Career Fair
- New Guide to Financial Planning Careers for Students and Career Changers
- Answers to Audience Questions
July 2021 CFP® Certificant Connection Webinar
During this webinar recorded July 16, 2021, panelists Douglas S. King, CFP®, 2021 Chair of CFP Board’s Board of Directors, Kamila Elliott, CFP®, 2021 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 framework of CFP Board's new strategic plan
- Update on nominations for the 2022 Board of Directors
- Update on CFP Board's strengthened enforcement processes
- Answers to Audience Questions
March 2021 CFP® Certificant Connection Webinar
During this webinar recorded March 12, 2021, panelists Douglas S. King, CFP®, 2021 Chair of CFP Board’s Board of Directors, Kamila Elliott, CFP®, 2021 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:
- Report from the latest meeting of CFP Board’s Board of Directors
- The process to refresh CFP Board's strategic priorities
- Initiatives to increase the profession's diversity and inclusion
- The Board of Directors' updated nominations process
- Update on CFP Board's strengthened enforcement processes
- CFP Board's latest Practice Analysis Study
- Answers to Audience Questions
November 2020 CFP® Certificant Connection Webinar
During this webinar recorded November 6, 2020, CFP Board's leadership held a special webinar to share updates on the independent Task Force on Enforcement. During the webinar, Jack Brod, CFP®, 2020 Chair of CFP Board’s Board of Directors, Douglas S. King, CFP®, 2020 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest updates on CFP Board's work to uphold the CFP® certification and held an interactive question and answer session.
Watch from the beginning. Or jump to a topic:
- Report from the latest meeting of CFP Board’s Board of Directors
- The process to refresh CFP Board's strategic priorities
- Initiatives to increase the profession's diversity and inclusion
- CFP Board’s 2020 Practice Analysis Study
- Upcoming launch of redesigned letsmakeaplan.org consumer website
- Answers to Audience Questions
JULY 2020 CFP® Certificant Connection Webinar
During this webinar recorded July 10, 2020, Jack Brod, CFP®, 2020 Chair of CFP Board’s Board of Directors, Douglas King, CFP®, 2020 Chair-Elect, and Kevin Keller, CFP Board's CEO, who will share updates from the latest meeting of CFP Board’s Board of Directors, including the Board’s ongoing work to address recommendations from the independent task force on enforcement, and answers to questions from the audience.
Watch from the beginning. Or jump to a topic:
- CFP Board’s Response to the COVID-19 Pandemic
- CFP Board’s Commitment to Diversity and Inclusion
- Initiatives to Strengthen CFP Board’s Enforcement Program
- New Additions to the Compliance Resources Library
- 2020 Practice Analysis Study
- Answers to Audience Questions
December 2019 CFP® Certificant Connection Webinar
During this webinar recorded December 18, 2019, panelists Susan John, CFP®, 2019 Chair of CFP Board’s Board of Directors, and Kevin Keller, CFP Board's CEO, shared updates on the independent Task Force on Enforcement, including background about the Task Force and its report and recommendations, reviewed the Board of Directors’ preliminary response, and answered questions from the audience.
Watch from the beginning. Or jump to a topic:
- The Mandate of the Independent Task Force on Enforcement
- CFP Board’s Current Enforcement Program
- Task Force Recommendations and Initial CFP Board Actions
- CFP Board’s Commitment to Enforcement Within Its Scope
- Answers to Audience Questions
September 2019 CFP® Certificant Connection Webinar
During this webinar recorded September 17, 2019, panelists Susan John, CFP®, 2019 Chair of CFP Board’s Board of Directors, Jack Brod, CFP®, 2019 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities.
Watch from the beginning. Or jump to a topic
- Report on Board of Directors Nominations Process
- Strengthening CFP Board’s Enforcement Processes
- Implementing the New Code of Ethics and Standards of Conduct
- Developing a Sustainable Financial Planning Workforce
- Answers to Audience Questions
July 2019 CFP® Certificant Connection Webinar
During this webinar recorded July 12, 2019, panelists Susan John, CFP®, 2019 Chair of CFP Board’s Board of Directors, Jack Brod, CFP®, 2019 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities.
Watch from the Beginning. Or jump to a topic
- Report from the July Board of Directors Meeting
- Guidance Resources for the New Code of Ethics and Standards of Conduct
- Growth in the Number of CFP® Professionals
- Initiatives to Further a Diverse and Inclusive Profession
- Answers to Audience Questions
February 2019 CFP® Certificant Connection Webinar
During this webinar, recorded February 22, 2019 panelists Susan John, CFP®, 2019 Chair of CFP Board of Directors, Jack Brod, CFP®, 2019 Chair-Elect, and Kevin Keller, CFP Board's CEO shared the latest news and updates on CFP Board’s initiatives and priorities.
Watch from the beginning. Or jump to a topic:
- Report from the Board of Directors Meeting
- 2019 Strategic Plan
- Code of Ethics and Standards of Conduct
- Public Awareness Campaign
- Recent and upcoming initiatives of the CFP Board Center for Financial Planning
- Answers to Audience Questions
November 2018 CFP®Certificant Connection Webinar
During this webinar, recorded November 9, 2018, panelists Richard Salmen, CFP®, 2018 Chair of CFP Board’s Board of Directors, Susan John, CFP®, 2018 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities.
Watch from the beginning. Or jump to a topic:
- Report from the Board of Directors Meeting
- Updates on the new Public Awareness Campaign advertising
- Resources for the newCode of Ethics and Standards of Conduct
- Initiatives to increase the public’s access to competent and ethical financial planning
- Recent and upcoming initiatives of the CFP Board Center for Financial Planning
- Answers to Audience Questions
June 2018 CFP® Certificant Connection Webinar
During this webinar, recorded June 27, 2018, panelists Richard Salmen, CFP®, 2018 Chair of CFP Board’s Board of Directors, Susan John, CFP®, 2018 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities.
Watch from the beginning. Or jump to a topic:
- Report from the Board of Directors Meeting
- Updates on the NewCode of Ethics and Standards of Conduct, Effective October 2019
- CFP Board's Strategic Priorities for 2018
- Planning for the Public Awareness Campaign's Fall Relaunch
- Answers to Audience Questions
February 2018 CFP® Certificant Connection Webinar
During this webinar, recorded February 22, 2018, panelists Richard Salmen, CFP®, 2018 Chair of CFP Board’s Board of Directors, Susan John, CFP®, 2018 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities.
Watch from the beginning. Or jump to a topic:
- Report from the Board of Directors Meeting
- 2018 Academic Research Colloquium and Registered Program Conference
- Update on Proposed Revisions to CFP Board’sStandards of Professional Conduct
- 2017 Achievements toward CFP Board's Strategic Priorities
- Addressing Diversity in the Profession
- Process for Updating our Public Awareness Campaign Advertising
- Answers to Audience Questions