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CFP Board

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CFP® - The Recognized Standard of Excellence in Personal Financial Planning
#CFPPro

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The Connections Conference 2026 agenda is now live! Explore the latest sessions and start planning your experience for Oct. 5-7 in Las Vegas. We're adding more speakers, sessions and updates in the weeks ahead, so check back often. Register by July 25 to save $200. #CFPConnections26 #FinancialPlanning #CFPpro #FutureCFPpro #CEcredit by @cfpboard

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3 months ago

CFP Board is pleased to participate in the National Association of Personal Financial Advisors Fall 2026 National Conference in Atlanta, Oct. 14-17. Thank you to @napfafeeonly for bringing financial planners and industry experts together for meaningful conversations, professional education and collaboration. We value opportunities to connect with the professionals helping shape the future of financial planning. #CFPpro #FinancialPlanning by @cfpboard

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Help shape the next generation of financial planners! CFP Board received a record number of spring scholarship applications and needs CFP® professionals like you to help identify promising candidates pursuing certification. Give just 3 hours to review applications and make a lasting impact on the profession. Sign up by this Friday, Oct. 16 through the link in our bio! #CFPpro #FinancialPlanning #Scholarships #Volunteers by @cfpboard

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3 days ago

How can wealth management firms grow while keeping advice personal? CFP Board Chair Terri Kallsen, CFP®, discussed this with Davy Wealth Management in Dublin as the firm celebrated becoming Ireland’s first to reach 100 CFP® professionals. Thank you for the warm Irish hospitality! #FinancialPlanning by @cfpboard

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4 days ago

Thank you to @equitable.financial Advisors for serving as the Presenting Partner of the student liaison Topgolf experience at the 2026 CFP Board Connections Conference! Your support helped create a fun opportunity for students to connect with their peers and build relationships with others pursuing careers in financial planning. We appreciate your commitment to supporting the next generation of financial planners. #CFPConnections26 #FutureCFPpro by @cfpboard

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4 days ago

Thank you to the sponsors who helped make #CFPConnections26 a success! Your support helped bring together leaders from across the financial planning profession for three days of learning, collaboration and connection in Las Vegas. by @cfpboard

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5 days ago

Today, CFP Board recognizes Indigenous Peoples’ Day and honors the histories, cultures and contributions of Indigenous peoples. We recognize the importance of preserving Indigenous traditions, learning from Indigenous perspectives and honoring the communities whose contributions continue to shape our society. #IndigenousPeoplesDay Bold text in the center reads "Celebrating Indigenous Peoples' Day" against a geometric design with yellow, orange, and blue shapes. "CFP Board" is written at the top. by @cfpboard

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6 days ago

What a week in Las Vegas. Thank you to everyone who joined us for #CFPConnections26. We’d love to see your favorite moments, photos and takeaways from the conference. Share your experience, tag @CFPBoard and let’s keep the conversation going. And mark your calendars for Connections 2027 in Orlando, Florida. We can’t wait to do it all again next year! taken in Aria Resort & Casino by @cfpboard

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10 days ago

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10 days ago

Thank you, @cfpboard for partnering with me for your Connections Conference!

It was a pleasure sharing “Future-Proof Yourself: Innovate And Thrive In Times Of Uncertainty” with your members. Remember, the point is not to predict the future perfectly.

We want to use foresight to build the muscle that allows us and our clients to pivot quickly, because we’ve already thought through and prepared for multiple potential futures.

I can’t wait to see how your members leverage their custom workbooks to help their clients better prepare for the future.

For my friends who are unfamiliar, CFP Board sets the standard for excellence in financial planning through the CERTIFIED FINANCIAL PLANNER®️ certification.

They help ensure CFP®️ professionals meet rigorous standards for education, ethics, experience, and competency—all with the goal of helping people receive trusted, high-quality financial advice.

#CFPConnections26 #KeynoteSpeaker #SpeakerLife #PublicSpeaker by @cfpboard

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11 days ago

Day 2 at #CFPConnections26 had a little bit of everything.

Leaders from across the profession took center stage. AI sparked new conversations. Connections turned into conversations and conversations turned into ideas. Students brought the energy at the tailgate. We celebrated the latest Hall of Fame inductees. And we even made time for a few moments of zen with a former Buddhist monk.

Oh, and there was that mullet.

Two days down, countless conversations happening and one more day to go. Vegas, we’re not done with you yet. 🎰✨

#CFPConnections26 #FinancialPlanning #CFP taken in Aria Resort & Casino by @cfpboard

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11 days ago

Day 1 at #CFPConnections26 is officially in the books! 🎰✨

1,100+ financial planning professionals, students and industry leaders are in Las Vegas for three days of big ideas, real conversations and plenty of connections.

From the opening remarks to packed sessions, Braindates and plenty of moments in between, Day 1 brought the energy. And we’re just getting started.

📍 Las Vegas
🤝 Hundreds of connections
💡 Countless ideas to take back home

Swipe through some of our favorite moments from Day 1 👀

Who did you connect with today? Tag them below! 👇

#CFPBoard #FinancialPlanning #CFPPro #FutureCFPpro by @cfpboard

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12 days ago