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

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 Susan John! Dan and Kevin take a moment to talk about the volunteer nature of the CFP’s Board of Directors. [3:16] You may have already received it through the mail, and Kevin announces the completion of the Code of Ethics and Standards of Conduct, and gives some details on the changes that were made. [6:56] One in four advisors now has a CFP certification. [8:01] Dan asks Kevin to dive into the coming promotional campaign for the CFP certification geared to the general public. What was done in previous years, and why it’s important. [11:49] Dan lists the wide range of outlets where the CFP promo spots will air. [12:30] Where to find additional information on the CFP Code of Ethics and Standards of Conduct: CFP.net/code [12:47] Look forward to the audio version of the CFP’s Code! [14:20] Kevin unfolds what the strategic priorities of the board are for this year. [16:49] Kevin lists the top strategic priorities (the “As”) of the board and their specific function for the future of the CFP Board. [23:11] A little bit on the CFP Board’s work with policymakers. [25:38] The CFP has a big role to play in finding political solutions to the retirement crisis. [27:02] The long reaching impacts of the board’s last strategic “A”: Authority. [30:25] Publishing the Financial Planning Review, a geeky, independent, peer-reviewed, double-blind, and very practical document. [31:25] If you have questions to submit for the podcast, send them here: podcast@cfpborad.org or through the Business Update Webinars. [31:50] Questions from members: What is the Emeritus program? [34:40] Dan asks Kevin for his final thoughts and they sign off until the next episode.   Mentioned in this episode Certified Financial Planner Board of Standards Susan John — Chair of the Board of Directors CFP Code and Standards Steven R. Covey: The 7 Habits of Highly Effective People The CFP’s Business Update Webinar For more information on the CFP’s Emeritus Program contact: podcast@cfpborad.org   More about your hosts Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board)   Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).

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