The CFP Board Connections Conference 2026 agenda is taking shape. Explore sessions on AI, tax planning, practice management and more designed to help you advise with purpose and plan with precision. See what’s coming: cfp.net/connections-conferen… #CFPConnections26

From high school and beyond, financial education can help people make informed financial decisions throughout their lives. CFP Board was proud to join @JumpStart1995 and @NEFE_ORG for Financial Literacy Day. Thank you to @SenatorTimScott and @SenJackReed for their support. #FinLitHillDay

Networking is great. Meaningful conversations are better. Braindate at #CFPConnections gives you a space to connect with fellow CFP® professionals and conference attendees for one-on-one or group conversations built around the topics that matter to you. Download the app and book your Braindate today! bit.ly/CFPConnectionsApp26

How do households engage with financial professionals over time? The Financial Planning Longitudinal Study 2025 builds on the first year of data to help researchers better understand changes in financial advice use, financial behaviors and financial well-being. Read more in #FInancialPlanningReview: onlinelibrary.wiley.com/doi/… @Stephen_Horan

What should advisors consider before recommending a retirement plan rollover? CFP Board General Counsel Leo Rydzewski joins @MichaelKitches on the Financial Advisor Technician podcast to discuss CFP Board’s new guide and a seven-step process for evaluating rollover recommendations. Listen here: kitces.com/financial-advisor…

AI is moving from experimentation to execution. At #CFPConnections26, hear how financial planning firms are integrating AI and automation into workflows, driving adoption and uncovering new planning opportunities. Join us Oct. 5-7 at ARIA. Register onsite. cfp.net/cfp-board-center-for…

Affordability pressures are shaping financial decisions. According to a new CFP Board report, 78% of CFP® professionals say clients are concerned about Social Security’s long-term viability and 73% report similar concerns about Medicare. Read our new report, “Expensive Today, Elusive Tomorrow: A Survey About Affordability and the 2026 Elections”: cfp.net/news/2026/09/more-th…

CFP Board CEO K. Dane Snowden, COO Kathryn Berkenpas, CFP®, and Managing Director of Corporate Growth Desi Wyatt, MBA, CFP®, joined @QuadASocial’s 25th anniversary V.I.S.I.O.N. Conference in Washington, D.C. Thank you for the partnership, engagement and support! We look forward to 2027. #VISION2026

Financial planning is about more than numbers. It’s about creating a future that reflects your goals, values and priorities. This #HispanicHeritageMonth, connect with a CFP® professional who can help you build a plan for the future. Search for Spanish-speaking professionals at LetsMakeAPlan.org

Financial professionals can play an important role in helping survivors of domestic violence work toward financial safety and long-term autonomy. Join @PowerProBono and @CSAJNews for a free, CE-eligible two-part webinar series on recognizing economic abuse and adapting financial planning strategies. Register: ffpprobono.org/webinars/

As investor communications evolve, access and choice remain critical. CFP Board urged the @SECGov to provide clear notice before transitioning investors from paper to electronic delivery and simple ways to retain paper delivery at no cost. Read our full comment letter: cfp.net/news/2026/09/cfp-boa…

Still thinking about Connections Conference 2026? There’s still time to join us in Las Vegas. Online registration is closed, but onsite registration will be available at ARIA® Oct. 4-7. See you there! cfp.net/cfp-board-center-for… #CFPConnections26

How does willingness to use #AI for financial advice relate to financial behavior? New research using 2024 NFCS data finds the relationship differs for short- and long-term behaviors and that perceived financial knowledge plays a role. Read the study: onlinelibrary.wiley.com/doi/… #FinancialPlanningReview @Stephen_Horan

What happens in Vegas... doesn’t always stay in Vegas. AI, the future of financial planning, changing client expectations and the connections shaping what’s next are all on the agenda at #CFPConnections26. TODAY, Sept. 18, is the last day to register online. This is your sign. cfp.net/cfp-board-center-for…

Our Connections Conference room block is officially sold out! Still need a place to stay? Guests can book directly with ARIA® at the standard room rate or explore nearby resorts including Vdara, Park MGM and The Cosmopolitan. We’ll see you in Las Vegas! cfp.net/cfp-board-center-for… #CFPConnections26

Five organizations. One conversation about the future of financial planning. Join CEO @kdanesnowden and leaders from @fpassociation, @PowerProBono, @NAPFA and @QuadASocial at Connections Conference 2026 for a candid look at what’s next for the profession. Register by Sept. 18: cfp.net/cfp-board-center-for… #CFPpro #FinancialPlanning

Preparing for the November 2026 CFP® exam? You don’t have to do it alone. Connect with a CFP® professional through the CFP Board Mentor Program for support and guidance as you study. Enroll by Sept. 22: cfp.net/candidate-tools-and-… #CFPexam #CFPpro

AI is changing what clients expect from financial advice. At CFP Board headquarters this week, Financial Advice Working Group members discussed what comes next for the profession, from scaling planning to managing capacity and delivering high-quality guidance as firms evolve. #CFPpro #FinancialPlanning #AI

The Connections Conference 2026 app is LIVE! Download it to explore sessions, build your agenda, map out CE opportunities and connect with fellow attendees before you arrive in Las Vegas. Registration closes this Friday, Sept. 18: bit.ly/CFPConnectionsApp26 #CFPConnections26 #FinancialPlanning #CFPpro