In-person event

CFP® Board Event: Certificant Connection Event in Oak Brook

Oak Brook, IL

This free in-person event is part of the CFP® Certificant Connection regional meeting series, held at locations across the U.S. The event provides an opportunity for CFP® professionals and other CFP Board stakeholders to engage in two-way dialogue with CFP Board's leadership.

New Psychology of Financial Planning CE Program! We are pleased to add to our CFP® Certificant Connection events a one-hour CE program on the Psychology of Financial Planning. Presented by John Loper, CFP®, CFP Board’s Managing Director of Professional Practice, this session will include an overview of the six principal knowledge topics within the Psychology of Financial Planning domain, with practical application exercises and information about additional resources. This 50-minute program awards 1 hour of CFP Board CE credit.

The event also includes a town hall-style meeting hosted by Matthew Boersen, CFP®, CFA®, member of CFP Board’s Board of Directors, and Kevin R. Keller, CAE, CFP Board's CEO, who will share updates on the latest developments at CFP Board and engage attendees in discussion about issues of importance to the financial planning profession, including our ambitious new strategic priorities that will advance the financial planning profession and strengthen the value of CFP® certification. Most importantly, the event is designed to give CFP Board a chance to listen to you and your colleagues.

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