CFP Board Connections Conference 2026

October 5-7, 2026 · Las Vegas, NV

Connections is the CFP Board's annual conference, bringing together CFP professionals, educators and the people responsible for the certification itself. Because it is run by the certifying body rather than a media company or a platform vendor, the programming leans heavily toward standards, ethics and the long-term direction of the profession — and it is one of the more reliable places to earn continuing education credit in a single trip.

Who attends

CFP certificants across every channel — independent RIAs, wirehouse and bank advisors, planners at insurance-affiliated firms — plus CFP Board Registered Program educators, candidates working toward certification, and firm leaders responsible for professional development.

What's on the agenda

• Continuing education across the CFP Board principal knowledge topics

• Ethics and the Code of Standards

• The future of the financial planning profession and career pathways

• Practice management and client-facing skills

• Technology's role in delivering planning at scale

Why the technology sessions keep circling back to data

Delivering financial planning at scale means a planner can see a complete client picture without assembling it by hand. In most firms that picture is still stitched together from a CRM, a custodian, a planning tool and a performance reporting system that disagree with each other in small but consequential ways. The firms that have made planning genuinely scalable did the unglamorous work of unifying their data first.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems including the major planning and CRM platforms.

Talk to us about your firm's data layer