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Certificant Connections

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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
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Episode 14: Diversity Initiatives at the Center for Financial Planning With Jocelyn Wright, CFP®.
Episode 14: Diversity Initiatives at the Center for Financial Planning With Jocelyn Wright, CFP®.
8/23/2019
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Episode 13: Breaking down the 2019 Edelman Trust Barometer for the financial sector with Sean Neary, Executive Vice-President, Edelman.
Episode 13: Breaking down the 2019 Edelman Trust Barometer for the financial sector with Sean Neary, Executive Vice-President, Edelman.
6/5/2019
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Episode 12: From Certificates to Ph.D.s, Mary Kay Svedberg, Director of Education at CFP Board Discusses the Multitude of Available Educational Programs.
Episode 12: From Certificates to Ph.D.s, Mary Kay Svedberg, Director of Education at CFP Board Discusses the Multitude of Available Educational Programs.
5/28/2019
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Episode 11: Susan John 2019 Chair of CFP Board talks about upcoming dates and events.
Episode 11: Susan John 2019 Chair of CFP Board talks about upcoming dates and events.
5/8/2019
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Episode 10: The Code of Ethics and Standards of Conduct with Leo Rydzewski.
Episode 10: The Code of Ethics and Standards of Conduct with Leo Rydzewski.
5/6/2019
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Episode 9: Presenting the new Center for Financial Planning Career Paths Guide released with the help of BNY Mellon’s Pershing
Episode 9: Presenting the new Center for Financial Planning Career Paths Guide released with the help of BNY Mellon’s Pershing
4/29/2019
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Episode 8: Increasing Access to CFP® Professionals — CFP Board CEO Kevin Keller and Director of Marketing Jason Gudenius, Discuss CFP Board Strategies
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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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
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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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
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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Episode 4: How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO Jon Dauphiné
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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Episode 3: Why I became a CFP® professional – An interview with Jillian Nel, CFP®
Episode 3: Why I became a CFP® professional – An interview with Jillian Nel, CFP®
3/6/2019
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Episode 2: Our Newest “I am a CFP® Pro” – An interview with Matt Aaron, CFP®
Episode 2: Our Newest “I am a CFP® Pro” – An interview with Matt Aaron, CFP®
3/6/2019
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Episode 1: Catching Up with CFP Board's CEO Kevin Keller, What's New in 2019
Episode 1: Catching Up with CFP Board's CEO Kevin Keller, What's New in 2019
2/21/2019