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Certificant Connections

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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.

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.
More Information

Location:

United States

Description:

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.

Twitter:

@CFPBoard

Language:

English

Contact:

2023792252


Episodes

Episode 8: Increasing Access to CFP® Professionals — CFP Board CEO Kevin Keller and Director of Marketing Jason Gudenius, Discuss CFP Board Strategies

4/23/2019
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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 to Jason Gudenius. Key Takeaways [:30] Dan Drummond is...

Duration:00:25:00

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

3/18/2019
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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! 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...

Duration:00:28:47

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

3/14/2019
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Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession. Maureen Thompson and Barb Roper discuss the SEC’s Regulation BI and the latest news on the “F” word, that’s right, fiduciary! Key Takeaways [:20] Dan Drummond welcomes Maureen...

Duration:00:16:28

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

3/11/2019
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Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession. 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...

Duration:00:12:19

Episode 4: How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO Jon Dauphiné

3/6/2019
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Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession. 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...

Duration:00:07:55

Episode 3: Why I became a CFP® professional – An interview with Jillian Nel, CFP®

3/6/2019
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Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession. 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...

Duration:00:10:48

Episode 2: Our Newest “I am a CFP® Pro” – An interview with Matt Aaron, CFP®

3/6/2019
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Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession. 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...

Duration:00:05:56

Episode 1: Catching Up with CFP Board's CEO Kevin Keller, What's New in 2019

2/21/2019
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Introduction 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. Key Takeaways [:36] Dan Drummond welcomes his co-host, Kevin Keller, on this first of twelve episodes of the CFP Board of Standards podcast. [:50] Kevin digs right into the reasons for launching this podcast. [1:56] The yearly election for the new Chair of the Board is done — Congratulations to...

Duration:00:36:22