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The CFP Board Connections Conference 2026 agenda is taking shape. Explore sessions on AI, tax planning, practice management and more designed to help you advise with purpose and plan with precision. See what’s coming: cfp.net/connections-conferen… #CFPConnections26
Your financial journey is yours. So why follow someone else’s playbook? 📱 CFP Board Ambassador @LaurynCwilliams, CFP® shares a perspective worth hearing this #FinancialPlanningMonth. Watch now! cfp.net/news/2026/10/celebra… #CFPpro #FinancialPlanning
Want a tool to better understand the Code of Ethics and Standards of Conduct? Download the Roadmap, specifically designed to help guide CFP® professionals to better comply with the Code and Standards: bit.ly/3rRd1zc #CFPpro
New ideas. Meaningful connections. A shared commitment to financial planning. CFP Board is pleased to participate in @NAPFAAdvisor's Fall 2026 National Conference and engage with professionals from across the country. #NAPFAFall26
From Capitol Hill to regulatory developments, there’s a lot happening that matters to the financial planning profession. Keep up with it through CFP Board’s new Public Policy Pulse newsletter. Sign up to get the latest updates: cfp.net/for-cfp-pros/stay-co…
A large number of fall scholarship applications means we need more CFP® professionals to help review them. Volunteer as a Scholarship Review Panel member to support aspiring CFP® professionals and expand access to the profession. Sign up by this Friday, Oct 16: cfp.net/for-cfp-pros/get-inv…
A budget. A debt repayment plan. A path toward retirement. Pro bono financial planning helps individuals and families navigate important financial decisions at no cost. CFP® professionals can find volunteer opportunities through @PowerProBono's ProBonoPlannerMatch.org
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
🤖 Made with AI
Thank you to @EquitableFin 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
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.
Starting today! Explore a career in financial planning at CFP Board’s October CFP® Pro Career Studio, Oct. 13-15, from 7-8 p.m. ET. Hear from career changers Evelyn Zohlen, CFP® and Wilson Liu, CFP®, and get guidance on your next step. Register: cfp.net/events/2026/10/octob…
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
ALT A design featuring colorful geometric shapes in yellow, orange, and blue against a dark background. In the center, text reads "Celebrating Indigenous Peoples' Day." At the top left corner, there's a "CFP Board" label.
October is National Financial Planning Month! 📣 #CFPpros, we’ve got resources you can use all month long. Get ready-to-use social posts, graphics, conversation starters, research and more to help your audience see why financial planning is about more than money. cfp.net/news/2026/10/celebra…
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!
That’s a wrap on #CFPConnections26. Thank you to everyone who joined us in Las Vegas for a week of learning, connection and conversation. And now for the big news: We’ll see you in Orlando for #CFPConnections27! youtu.be/J6gXfjdcQIo
The market headlines are one thing. Helping clients make sense of them is another. At #CFPConnections26, @LizAnnSonders (Schwab Center for Financial Research) and CFP Board Chair Terri Kallsen, CFP® connected market cycles, volatility and investor behavior to the real conversations happening across financial planning.
More than 300 CFP® professionals. One pro bono initiative. At #CFPConnections26, Jon Dauphine (@PowerProBono), Anthea Tjuanakis Cox (@MorganStanley) and Rachel Roth (@PowerProBono) shared how Morgan Stanley built a model for engaging advisors in pro bono service.
What happens when AI becomes the client? At #CFPConnections26, @UofIllinois's @HigherEdCraig and Presley Fee showed how AI-powered simulations are giving students a new way to practice financial planning.
A night celebrating the people who helped shape financial planning. At #CFPConnections26, the 2026 Financial Planning Hall of Fame welcomed LeCount R. Davis, CFP®, P. Kemp Fain, Jr. and S. Timothy Kochis, JD, MBA, CFP®.
