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2021 CFP Board Conference

CFP Board is pleased to host the inaugural CFP Board Conference at the Park Hyatt in Washington, DC.

December 14, 2021 - 9:00 AM - December 16, 2021 - 5:00 PM

This must-attend conference unifies the CFP Board’s annual Firms Summit and CFP Board Registered Programs Conference, creating an exclusive forum specifically designed for leaders and decision makers from financial services firms and educational institutions.

Attendees will have a unique opportunity to meet, network and share knowledge and content that advances their roles in and their impact on the future of financial advice.

Sessions at the 2021 CFP Board Conference will provide insight on areas of common interest across the profession including recruiting and the psychology of financial planning. In addition, firms and educators will present on topics that address their specific challenges and areas of interest.

This event is by invitation only. If you are a CFP® professional interested in attending the conference and would like to request an invitation, please fill out the form on the bottom of this page for consideration. Additionally, CE credits will be available for attendees, including ethics CE.

Keynote Speakers

Daniel Pink, 2021 CFP Board Keynote Speaker
Daniel Pink

#1 New York Times Bestselling Author of "When, To Sell is Human", "Drive", and "A Whole New Mind" will present, “The Scientific Secrets of Perfect Timing.”

Jeff-Kreisler 2021 CFP Board Conference Keynote Speaker
Jeff Kreisler

Head of Behavioral Science for JP Morgan Chase, Founding Editor of PeopleScience, lawyer, award-winning comedian, and best-selling author will present, “Behavioral
Finance: When Irrational Behavior Overrides Rational Decision Making.”