CFP® Certificant Connections: Regional Meetings
Town hall-style events held regionally across the U.S. for CFP® professionals and other CFP Board stakeholders.
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.
February 2025 Series
The next CFP® Certificant Connection meetings take place in Orlando, Tampa, Naples and Boca Raton from February 10-12, 2025. Engage with CFP Board's leadership and earn CE credit with our Psychology of Financial Planning™ CE Program.
Orlando | February 10
Tampa | February 11
Naples, FL | February 11
Boca Raton | February 12
RECENT EVENTS
CFP Certificant Connection, Phoenix
Monday, September 9, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, San Diego
Tuesday, September 10, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, Orange County, CA
Tuesday, September 10, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Los Angeles
Wednesday, September 11, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, Pittsburgh
Wednesday, May 22, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Birmingham, MI
Thursday, May 23, 2024 | 7:30 - 10:00 AM
CFP Certificant Connection, Minneapolis, MN
Thursday, May 23, 2024 | 4:30 - 7:00 PM
CFP Certificant Connection, Kansas City, MO
Friday, May 24, 2024 | 7:30 - 10:00 a.m.
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
Regional meetings were held in previous years in various cities and states around the country, including in Arizona, 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.