| KEYNOTE SPEAKER: Carl RichardsWe’re beyond excited to announce Carl Richards—creator and host of the popular Behavior Gap Radio podcast—as our 2025 Keynote Speaker! Carl isn’t just a Certified Financial Planner™; he’s the mastermind behind a thriving advisory firm he built and sold, and he’s electrified audiences from Sydney to Cape Town, London to Toronto, and every major financial hub in between. His bestselling books The Behavior Gap and The One-Page Financial Plan have been translated into more than ten languages—and they continue to change the way people think about money around the world! |
MEMBERS Early Bird Registration: $224 (available until July 31) NONMEMBERS: Early Bird Registration: $324 (available until July 31) STUDENTS: $30
Charleston Marriott Group Rate $285/night |
SUPER CE:
Additional registration required for Super CE before 2:00pm on October 31 - NO EXCEPTIONS! Electronic Exam: The link to the electronic exam will be provided at the end of the live webinar. Exam will be accessible between November 7th, 2025 to November 13th, 2025. Pass/Fail will be displayed immediately upon completion. (Unlimited retakes available/unless receiving IAR only Two retakes available) CFP ETHICS:
Thursday, November 6 11:00am Registration Friday, November 7 7:30am Registration and Breakfast Session |
We’re celebrating our 25th Anniversary in style aboard the Charleston Belle! Join us Thursday evening for a sunset dinner cruise on the harbor—complete with gourmet cuisine, live music, and memories to last another quarter-century. Dinner is included with the Symposium registration. Attendees can bring a guest for an additional fee.
