Certificant Connections

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

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Synopsis

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 joined by co-host Kevin Keller, CEO of CFP Board and Jason Gudenius to talk about increasing access to CFP® professionals but before introducing today’s guest, Dan and Kevin give an overview current events at the CFP Board. [:45] Kevin Keller talks about the Center for Financial Planning’s new Career Path Guide: Financial Planning Career Paths Building More Sustainable and Successful Businesses with the help of signature sponsor: BNY Mellon Pershing. [3:30] Susan John (Chair of CFP Board) recently testified before Congress. K