Join us for a special conversation with CFP Board CEO Dane Snowden as he provides an update on the Board’s current initiatives, strategic priorities, and what’s on the horizon for CFP® professionals. Learn about changes to the competency standards for CFP® certification, emerging initiatives that may affect certificants, and the Board’s vision for the future of the profession. This is an excellent opportunity to hear directly from CFP Board leadership and gain valuable insights into developments that could impact your practice and professional responsibilities.
K. Dane Snowden serves as Chief Executive Officer of CFP Board, the professional body for more than 107,000 CFP® professionals in the United States. He leads the organization at a pivotal moment for the profession, marked by unprecedented growth, rising public awareness and evolving expectations for financial planning. As CEO, Dane is committed to strengthening CFP Board’s role as the standard bearer for competent, ethical financial planning. He approaches that work with a belief in thoughtful evolution, building on trust and credibility while preparing CFP Board for what comes next for consumers and the profession.
Dane joined CFP Board in 2023 as Chief Operating Officer, overseeing core enterprise functions and several of the organization’s most visible and mission-critical portfolios, including certification, marketing, communications, public relations, public awareness, project management and human resources.