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May 25 2017 - CFP® Certificant Connections in New York
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When: Thursday, May 25, 2017
8:00 – 9:30 a.m.
Where: The Yale Club of New York City
United States

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Click here for a flyer (pdf).


To CFP® Professionals:

Registration is now open for our CFP® Certificant Connections in New York, Philadelphia and Baltimore on May 25-26, 2017. Please plan to join us for these private receptions and town hall-style events, hosted by Neal Solomon, CFP®, member of CFP Board's Board of Directors, and Kevin R. Keller, CAE, CFP Board's CEO. Details and online registration are below and on our website at

These special events are designed to provide CFP® professionals and other CFP Board stakeholders with the opportunity to engage CFP Board's leadership in dialogue on issues of importance to the financial planning community, including CFP Board's ambitious goals related to growing consumer awareness, increasing the public's access to CFP® professionals, and other key areas, as well as collective efforts through the new Center for Financial Planning to address critical challenges facing the profession.

Most importantly, the events will be held in an open format that allows you and your colleagues to address the topics of most concern to you, giving CFP Board the chance to listen to the variety of perspectives that coexist within the financial planning profession and ensure that the decisions made by CFP Board's leadership are informed by those perspectives.

Because our discussions can only benefit from a diversity of viewpoints, educators and those working to attain CFP® certification are also invited to attend. And, we will raffle off a complimentary copy of CFP Board's Financial Planning Competency Handbook.


Thursday, May 25, 2017
8:00 – 9:30 a.m.
The Yale Club of New York City
Continental breakfast will be served
Register at:

Thursday, May 25, 2017
5:30 – 7:00 p.m.
Convene Conference Center
Refreshments will be served
Register at:


Friday, May 26, 2017
8:00 – 9:30 a.m.
Hyatt Regency Baltimore Inner Harbor
Continental breakfast will be served
Register at:

Please make plans to attend and encourage your colleagues to join us at these important events.




Financial Planning Association of New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 646-503-4951




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