PFP Summit

Kansas State University's Personal Financial Planning department looks forward to seeing you in person at the 2023 Personal Financial Professionals Summit.

April 20-21, 2023

K-State Olathe
22201 W Innovation Drive
Olathe, KS 66061

About the Summit

This annual conference provides high-quality continuing education targeted to personal financial professionals, including wealth advisors, insurance professionals and financial counselors. It attracts advisors regionally and provides an opportunity for personal financial planning students to experience a professional conference and engage with industry professionals.

CE Reporting

At the completion of the conference, participants will have earned 12 hours of CE approved by CFP Board and AFCPE.

CE reporting requirement and process

Attendance for the duration each session is necessary to obtain CE credit. No partial credit will be awarded.

The ethics course counts for 2 credits. This course also serves your CFP ethics requirement.

CFP® Certification

Registrants attending all conference sessions will earn 12 CE hours. Event hosts will report your CE to CFP Board within 10 business days of event completion. You can verify that credit has been received by checking your CFP Board account.

If your CE reporting deadline is approaching, you may self-report attendance through your CFP Board account.

AFCPE

Completion of the conference awards you 12 credit hours of CE for AFCPE. To submit CEUs to AFCPE please go to my.afcpe.org and log in. Once there, go about halfway down the page to your certification and click on "View" to the far right. At the bottom right of your CEU listings is a dark blue "Add CEU" button — click on that to access the CEU form. You will receive completion code phrases at the end of the conference that will need to be added into the AFCPE system. Once you complete the form, your CEU request will be processed within 5 business days.

Accommodations

For your comfort and convenience, a limited number of discounted hotel reservations will be available for summit attendees at the Holiday Inn Express Olathe West, located at 10360 S Ridgeview Road, Olathe, KS 66061. Discounted reservations through the hotel block are available on a first-come, first-served basis. This discounted rate ends April 1.

Reserve your stay now

Questions

If you have questions about the Summit, please contact Jaclyn Wolf or Morgan Graham.

Personal Financial Professionals Summit 2023