Certificant Connections

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.

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.

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!

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!

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.

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.

Jessica Lewis talks with Marilyn Mohrman-Gillis, Executive Director of CFP Board and Mark Tibergien, CEO of BNY Mellon’s Pershing about the new Career Paths Guide available to businesses employing CFP® professionals.

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 83,000 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.

Dan Drummond and Kevin Keller talk with Mike Dabadie about CFP Board advertising campaign and branding.

Maureen Thompson and Barb Roper discuss the SEC’s Regulation BI and the latest news on the “F” word, that’s right, fiduciary!

Maureen Thompson and retirement expert Fred Reish of Drinker Biddle talk about the organization’s new working group, which will be focused on developing policy ideas on how to encourage more people to save for retirement and how their savings can last a lifetime.

Financial planners are known for helping their communities. In this episode, Jon Dauphiné of the Foundation for Financial Planning talks about the benefits of pro bono work, the role of the Foundation and how financial planners can get involved.

There are many avenues for people to become CFP® professionals and on this episode of Certificant Connections, Jillian Nel, CFP® talks about how being a financial planner allows her a great work-life balance as a working mom while having a successful business that continues to grow.

On this episode of Certificant Connections we talk with our newest CFP® Pro Matt Aaron, CFP® of Northwestern Mutual about his journey to CFP® certification, why he became a financial planner and tips for young people entering the profession.

In this first episode of Certificant Connections, your hosts Kevin Keller and Dan Drummond share news about what's happening at CFP Board and discuss plans for the year ahead.