Presidential Adviser Trip February 2026
February 18-22, 2026
Our top-producing advisers will enjoy an unforgettable experience at the 2026 Presidential Adviser Trip in Key West, Florida. Held at the historic Casa Marina, this trip honors outstanding performance across the firm.
Expanded Access for Faith-Based Models
Fourth Quarter 2025
Creative Portfolio Management will soon be launching their faith-based strategies on the Schwab platform. Most of these strategies have over 10 years of a strong track record. More info coming soon.
Blueprint 2025 Fall Conference
September 17-19, 2025
Advisers who are serious about growth in the next few years won’t want to miss the 2025 CFD Fall Conference, Blueprint. Information on the conference and how to register to attend follows.
Featured Event:
Our Commitment in Action
Discover stories, updates, and milestones that highlight the growth of the CFD Family. Be inspired by our shared commitment to your success.
Increased Partnership with Kingdom Advisors
November 4, 2024
CFD Companies Announce $300M in new AUA, Increased Partnership with Kingdom Advisors...
New York Stock Exchange opening bell with Inspire
December 17, 2024
CFD Companies President, Brent Owens, was invited by the Inspire ETF team to join them in ringing the closing bell at the New York Stock Exchange.
The Heart of CFD: A Culture Rooted in Family
January 15, 2025
Learn how our firm’s family-centered culture goes beyond business to build meaningful relationships and a supportive, values-driven community.
Rewarding Adviser Excellence: Conferences, Trips, and Recognition
January 31, 2025
Our mission is to help each adviser flourish, knowing their success is our success.
CFD Focuses on Building Community with Financial Professionals
January 27, 2025
CFD Companies focuses on fostering a tight-knit community.
A Gathering of Minds and a Celebration of Community
December 5, 2024
A three-day event that brought together financial advisers, home office staff, and industry experts to explore the theme of "What If?"