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CFP® Certificant Connection, Boston, MA

November 3, 2023 - 7:30 - 9:30 AM

Registration is now open for our CFP® Certificant Connection event in Boston, MA on November 3.

CFP® Certificant Connection regional meetings 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. This meeting — hosted by Dan Moisand, CFP®, Chair of the Board of Directors, and Leo Rydzewski, CFP Board’s General Counsel — will focus on CFP Board’s recently proposed changes to the Sanction Guidelines and Fitness Standards. Join us to learn more about the proposed changes and to provide your feedback. Attendees will be eligible for 1.5 CE hours from CFP Board.

Because our discussions can only benefit from a diversity of viewpoints, educators and those working to attain CFP® certification are also invited to attend.

Please make plans to attend and encourage your colleagues to join us at this important meeting.

Date and Time: Friday, November 3, 2023 | 7:30-9:30 a.m.

  • 7:30-8:00 a.m. | Continental Breakfast
  • 8:00-9:30 a.m. | Discussion on Proposed Revised Sanction Guidelines and Fitness Standards

  • Location:

    The Westin Copley Place
    10 Huntington Avenue
    Boston, MA 02116

    Vouchers for hotel parking will be available at the event.

    Register Now