Certificant Connections show

Certificant Connections

Summary: 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.

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  • Artist: CFP Board
  • Copyright: © 2019 CFP Board’s Certificant Connections

Podcasts:

 Episode 15: Current News and Coming Events with Kevin Keller | File Type: audio/mpeg | Duration: 21:28

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.

 Episode 14: Diversity Initiatives at the Center for Financial Planning With Jocelyn Wright, CFP®. | File Type: audio/mpeg | Duration: 18:16

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.

 Episode 13: Breaking down the 2019 Edelman Trust Barometer for the financial sector with Sean Neary, Executive Vice-President, Edelman. | File Type: audio/mpeg | Duration: 16:01

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!

 Episode 12: From Certificates to Ph.D.s, Mary Kay Svedberg, Director of Education at CFP Board Discusses the Multitude of Available Educational Programs. | File Type: audio/mpeg | Duration: 14:49

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!

 Episode 11: Susan John 2019 Chair of CFP Board talks about upcoming dates and events. | File Type: audio/mpeg | Duration: 19:06

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.

 Episode 10: The Code of Ethics and Standards of Conduct with Leo Rydzewski. | File Type: audio/mpeg | Duration: 18:30

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.

 Episode 9: Presenting the new Center for Financial Planning Career Paths Guide released with the help of BNY Mellon’s Pershing | File Type: audio/mpeg | Duration: 12:45

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.

  Episode 8: Increasing Access to CFP® Professionals — CFP Board CEO Kevin Keller and Director of Marketing Jason Gudenius, Discuss CFP Board Strategies | File Type: audio/mpeg | Duration: 25:01

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.

 Episode 7: Advertising Campaign and Branding with Kevin Keller, CEO of CFP Board as well as a special guest, Mike Dabadie, co-CEO of Heart+Mind strategies | File Type: audio/mpeg | Duration: 28:48

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

 Episode 6: Update on SEC Regulation BI and Fiduciary – Consumer Federation of America’s Director of Investor Protection, Barb Roper joins CFP Board VP for Public Policy Maureen Thompson | File Type: audio/mpeg | Duration: 16:29

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

 Episode 5: CFP Board’s New Retirement Security Working Group - CFP Board VP for Public Policy Maureen Thompson and Retirement Expert Fred Reish of Drinker Biddle | File Type: audio/mpeg | Duration: 12:21

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.

 Episode 4: How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO Jon Dauphiné | File Type: audio/mpeg | Duration: 07:56

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.

 Episode 3: Why I became a CFP® professional – An interview with Jillian Nel, CFP® | File Type: audio/mpeg | Duration: 10:50

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.

 Episode 2: Our Newest “I am a CFP® Pro” – An interview with Matt Aaron, CFP® | File Type: audio/mpeg | Duration: 05:57

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.

 Episode 1: Catching Up with CFP Board's CEO Kevin Keller, What's New in 2019 | File Type: audio/mpeg | Duration: 36:23

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.

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