Certificant Connections

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 84,000 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.   Today’s episode is about big-picture issues that the CFP Board is looking at, as well as client psychology, CFP Board’s wide variety of programs and plans for the future and the upcoming Board meeting.   Key Takeaways [:20] Dan Drummond welcomes co-host Kevin Keller and Susan John, CFP Board’s 2019 chair. [1:00] Kevin and Susan share their reactions and thoughts on the future following the two-day seminar about client psychology they just participated in. [3:50] After her first trimester as Chair of CFP Board, Susan is still as surprised by the variety and breadth of actions, initiatives, and programs undertaken by t