2024 Speakers
More speakers coming soon!
Workshop Tracks
Workshops at CAAFP 2024 are organized according to three conference tracks based on key topics in the financial services industry today. These tracks guide attendees to sessions, resources, entertainment, and community spaces carefully crafted to meet their personal and professional goals for the conference. The tracks are:
CLIENT EXPERIENCE
Delivering Exceptional Client Service
Covering client communication, financial psychology, service offerings, inter-generational planning, and artificial intelligence (AI), and more!
SCALABLE BUSINESS
Building a Sustainable, Scalable Business
Addressing strategies for organic growth, identification of niche markets, when and how to hire, and mergers and acquisitions in the industry, and more!
SPECIALIZATION
Specializing in Complex Planning Topics
Including retirement planning, insurance, philanthropy, tax planning, wealth management, and niche markets, and more!
2024 Agenda at a Glance
PRE-CONFERENCE
Sunday, August 11
2:00 – 5:00 PM Early Arrival Registration Check-in
DAY 1
Monday, August 12
2:00 – 4:30 PM Student Forum (Invite Only)
4:30 – 6:00 PM Welcome Reception
6:00 – 8:00 PM Dinner and Opening General Session
DAY 2
Tuesday, August 13
6:00 – 6:45 AM Fitness Activity (Advanced sign-up encouraged)
7:30 – 9:00 AM Breakfast
9:00 – 10:00 AM General Session
10:00 – 10:20 AM Break
10:20 – 11:10 AM Workshops and Coaching Sessions
11:30 AM – 12:20 PM Workshops and Coaching Sessions
12:20 – 12:30 PM Break
12:30 – 1:15 PM Lunch
1:15 – 2:15 PM General Session
2:25 – 3:15 PM Workshops and Coaching Sessions
3:15 – 8:00 PM Free Time
8:00 – 11:00 PM White Party
DAY 3
Wednesday, August 14
9:00 – 10:00 AM Breakfast
10:00 – 11:00 AM General Session
11:00 – 11:20 AM Break
11:20 AM – 12:10 PM Workshops and Coaching Sessions
12:10 – 12:30 PM Break
12:30 – 1:00 PM Lunch
1:00 – 2:15 PM General Session
Our 2024 Sponsors
MARQUEE
DIAMOND
PLATINUM
GOLD
BRONZE
SUPPORTER
Interested in Sponsoring a Student's CAAFP Attendance for Our NextGen Program?
The College is proud to support the next generation of financial professionals. This year, we invite alls to partner with The College to support students from Historically Black Colleges and Universities (HBCUs), Minority Serving Institutions (MSIs), and other undergraduate institutions to attend CAAFP through scholarships.
A Legacy of Industry Leadership
Founded in 1927 by financial services education pioneer Dr. Solomon Huebner, The American College of Financial Services has a rich history in financial services education—standing strong as the standard-bearer for academic quality.
As we approach 100 years of academic excellence, we hope that you leverage all the opportunities The College has to offer. By taking part in The College’s recertification program, you’ll be joining us on the front lines as we march the financial services industry toward a future that benefits more Americans and allows us to change more lives.
Your Life's Work
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The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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