15 episodes

Certificant Connections is a podcast powered by the Certified Financial Planner Board of Standards, the professional standards-setting body for more than 83,000 CFP professionals nationwide. Each episode, CFP Board discusses the latest news in the financial planning profession, takes a dive deep into a key topic, and answers your questions about financial planning.

Certificant Connections CFP Board

    • Business News

Certificant Connections is a podcast powered by the Certified Financial Planner Board of Standards, the professional standards-setting body for more than 83,000 CFP professionals nationwide. Each episode, CFP Board discusses the latest news in the financial planning profession, takes a dive deep into a key topic, and answers your questions about financial planning.

    Episode 15: Current News and Coming Events with Kevin Keller

    Episode 15: Current News and Coming Events with Kevin Keller

    Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® Professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

    Today’s episode is an update on current CFP Board news and activities with Kevin Keller, CFP Board CEO.

    • 21 min
    Episode 14: Diversity Initiatives at the Center for Financial Planning With Jocelyn Wright, CFP®.

    Episode 14: Diversity Initiatives at the Center for Financial Planning With Jocelyn Wright, CFP®.

    Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® Professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

    Jocelyn Wright is the Special Advisor for Gender Diversity for the Center for Financial Planning.

    • 18 min
    Episode 13: Breaking down the 2019 Edelman Trust Barometer for the financial sector with Sean Neary, Executive Vice-President, Edelman.

    Episode 13: Breaking down the 2019 Edelman Trust Barometer for the financial sector with Sean Neary, Executive Vice-President, Edelman.

    Today’s episode welcomes Sean Neary who is here to talk about what the Edelman Trust Barometer is, why it’s important, and its most interesting findings on the financial sector for this year!

    • 16 min
    Episode 12: From Certificates to Ph.D.s, Mary Kay Svedberg, Director of Education at CFP Board Discusses the Multitude of Available Educational Programs.

    Episode 12: From Certificates to Ph.D.s, Mary Kay Svedberg, Director of Education at CFP Board Discusses the Multitude of Available Educational Programs.

    Today’s episode is about the wide variety of registered programs certified by CFP Board, tune in to get a better feel for what is available and why!

    • 14 min
    Episode 11: Susan John 2019 Chair of CFP Board talks about upcoming dates and events.

    Episode 11: Susan John 2019 Chair of CFP Board talks about upcoming dates and events.

    Today’s episode is about big-picture issues that the CFP Board is looking at, as well as client psychology, CFP Board’s wide variety of programs and plans for the future and the upcoming Board meeting.

    • 19 min
    Episode 10: The Code of Ethics and Standards of Conduct with Leo Rydzewski.

    Episode 10: The Code of Ethics and Standards of Conduct with Leo Rydzewski.

    Today’s episode features guest Leo Rydzewski, General Counsel of CFP Board. Leo joins in to talk about the new Code of Ethics and Standards of Conduct which becomes effective on October 1st, 2019.

    • 18 min

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