Certificant Connections | lystn.fm | Audio Stories, Podcasts, Originals

Certificant Connections

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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by CFP Board - 15 episodes

Episode 1: Catching Up with CFP Board's CEO Kevin Keller, What's New in 20196 years ago

36:23

Episode 2: Our Newest “I am a CFP® Pro” – An interview with Matt Aaron, CFP®6 years ago

05:57

Episode 3: Why I became a CFP® professional – An interview with Jillian Nel, CFP®6 years ago

10:50

Episode 4: How Financial Planners Can Give Back Through Pro Bono – An interview with Foundation for Financial Planning CEO Jon Dauphiné6 years ago

07:56

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 Biddle6 years ago

12:21

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 Thompson6 years ago

16:29

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 strategies6 years ago

28:48

Episode 8: Increasing Access to CFP® Professionals — CFP Board CEO Kevin Keller and Director of Marketing Jason Gudenius, Discuss CFP Board Strategies6 years ago

25:01

Episode 9: Presenting the new Center for Financial Planning Career Paths Guide released with the help of BNY Mellon’s Pershing6 years ago

12:45

Episode 10: The Code of Ethics and Standards of Conduct with Leo Rydzewski.6 years ago

18:30

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