Connections Conference 2026
Thank you for seeing us at CFP Board Connections 2026
Exclusive discounts for Connections attendees
Enjoy exclusive event savings on select CeriFi programs and take the next step in your professional development. Use promo code CONNECT26 at checkout to unlock your discount. Expires 11/21/2026
CFP® certification, CE and review
The Dalton Advantage
From CFP® exam preparation to advanced designations and continuing education, Dalton Education provides the expert instruction and practical resources to support every stage of your financial planning career.
Save 20% on all DE products with code: CONNECT26
Offer excludes rollovers and extensions.
Securities and insurance licensing
Get Licensed
Take the next step in your financial services career with Pass Perfect’s comprehensive SIE exam prep. Build your knowledge with flexible study tools, expert-developed content, and resources designed to help you prepare for exam day.
Save 20% with code CONNECT26
EA exam prep
Advance your career
Whether you’re preparing for the EA exam, earning CE credits, or meeting AFSP requirements, Fast Forward Academy provides expert instruction, adaptive learning, and personalized study experiences to help you reach your goals with confidence.
Save 20% on SIE with code: CONNECT26
CPE
Flexible learning
CeriFi CPEdge continuing professional education subscription packages bring you the best choices for meeting your CPE requirements. Get access to unlimited CPE courses in different online formats: self-study or webinars, plus discounts on seminars and conferences.
Save 20% on all CeriFi CPEdge packages with code: CONNECT26
Breaking tax news authority
Be informed and prepared
Industry-leading education, expert tax analysis, and practical resources for tax professionals. Trusted by thousands of practitioners each year, Spidell provides timely insights and expert-led education to help you stay informed, and confidently prepare for every tax season.
Save 20% on all Spidell products, except live seminars with code: CONNECT26
Your next move starts here.
From earning your next credential to expanding the services you offer clients, discover education and professional development resources built for every stage of your career. Explore featured programs from across the CeriFi family of brands.
Go Further in Financial Planning.
Build on your expertise with industry-recognized education, exam preparation, and specialized designations.
- CFP® Review Courses: Prepare for your CFP® exam with expert instruction, proven study resources, and Dalton’s Guarantee to Pass™.
- SBWA: Expand your expertise in business and personal wealth planning with the Strategic Business Wealth Advisor designation.
- SPFP: Establish a strong foundation in financial planning with the Specialist in Personal Financial Planning designation.
- CMFA: Develop specialized knowledge to better serve military members, veterans, and their families with the Certified Military Financial Advisor® designation.
Your Next License Is Calling.
Get exam-ready with comprehensive securities licensing prep designed to help you move forward in your financial services career.
- SIE Exam Prep: Build the foundational industry knowledge needed to take the first step toward securities licensing.
- Series 7, 65 & 66: Prepare for your next licensing milestone with flexible study tools, practice exams, and targeted learning resources.
Resources That Make Learning Stick.
Support the classroom and beyond with comprehensive financial planning textbooks and flashcards designed for professors and students. From teaching foundational concepts to reinforcing key topics, equip the next generation of financial professionals with resources that support every step of their education.
- Textbooks & Flashcards
Go Deeper. Aim Higher.
Take on your next professional milestone with specialized financial education, expert-led instruction, and comprehensive learning resources designed for ambitious finance professionals.
- CFA® Level I Exam Prep
- CFA® Level II Exam Prep
- CFA® Level III Exam Prep
Your CFP® Continuing Education, All in One Place.
Your professional development doesn’t stop at certification. Stay current, meet your CFP® continuing education requirements, and expand your expertise with flexible learning options, including CFP Board Ethics CE.
Get access to unlimited CPE courses
- Professional
- Premier
- Premier Plus
Make Your EA Ambitions a Reality.
Open the door to new opportunities in tax with Enrolled Agent (EA) exam preparation powered by adaptive learning technology, personalized study tools, and comprehensive resources for all three parts of the SEE exam.
EA Exam Prep offerings:
- EA Smart Bundle + Bootcamp with eBook
- EA Smart Bundle with eBook
- EA Online Course
Your next big win!
Your next career milestone might just be one lucky entry away! We’re giving two attendees the chance to score some serious study power with exam prep prizes from Dalton Education and Pass Perfect.
Two prizes. Two winners. One easy entry.
Dalton Review® Package | Pass Perfect SIE Exam Prep Course