Episode 15: Current News and Coming Events with Kevin Keller

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 an update on current CFP Board news and activities with Kevin Keller, CFP Board CEO.   Key Takeaways [:30] Dan Drummond welcomes CFP Board CEO Kevin Keller and hands him the mic for a dive into current events, starting with the news of the election of Douglas S. King as the 2021 Chair-Elect [3:02] On December 12 of 1969, 12 insurance people met and the outcome of this meeting was the seed to the College for Financial Planning, the predecessor to CFP Board. Kevin shares the plan for the 50th-anniversary celebrations and black-tie gala at the Adler Planetarium in Chicago: One Small Step! [8:20] Kevin shares some of the discussions he had with the board around setting the June 30th, 2020 date of enforcement for the Code of Standards as well as the difference with the effective date of October 1st, 2019. [14:10] Kevin touches on the guidance documents that the CFP Board provided — through the Standard Resource Commission — for firms to more easily adopt the new Code of Standards, and where to get them. [17:13] Dan asks what Kevin has been hearing when he’s on the road during the Certificant Connections Live, talking to CFP® Professionals. [19:53] Kevin looks to the future and talks about what is coming down the pipes for 2020. [21:36] Dan thanks Kevin for coming on the podcast and sharing the goings-on at the CFP Board.   Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.   To submit questions, email us at podcast@cfpboard.org.   If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.   Join us next time for another edition of Certificant Connections.   Mentioned in this episode Adler Planetarium in Chicago Standards Resource Commission   Bios 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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