CPM Offers BRI Strategies For Advisers
Creative
Portfolio Management’s Biblically Responsible strategies are now available.
Many of these strategies bring over a decade of demonstrated performance...
Emerging Adviser Trip
August 5–9, 2026
Designed for up-and-coming advisers building successful practices, and will be held at the Samoset Resort in Rockport, Maine. the event offers opportunities to learn from peers, network, and celebrate shared success.
Spring Conference
April 23rd, 2026
Join us virtually as we focus on The Pursuit of Purpose. A theme centered on conviction, clarity, and long-term impact. The conference explores how purpose-driven advisers can navigate challenges, lead with intention, and build practices aligned with what matters most.
CFD Networkshop
Quarterly
The CFD Networkshop is a collaborative session designed for CFD Adviser Assistants to build skills, exchange ideas, and strengthen day-to-day support for their advisers...
Faith-Driven Investor Webinar
March 3rd, 2026
Join an interactive session for financial advisers exploring how faith-driven investing, stewardship, and conviction can be brought into your practice...
Presidential Adviser Trip
February 18-22, 2026
Our top-producing advisers will enjoy an unforgettable experience in Key West, Florida. Held at the historic Casa Marina, this trip honors outstanding performance across the firm.
Featured Media:
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.
Creative Financial Designs Announces TAMP For Public
Creative Portfolio Management’s Biblically Responsible strategies are now available, offering a disciplined, values-based approach..
The Heart of CFD: A Culture Rooted in Family
Learn how our firm’s family-centered culture goes beyond business to build meaningful relationships and a supportive, values-driven community...
CFD Investments Ranks as Top Independent Broker-Dealers
CFD Investments earns national recognition, ranking among the nation’s top independent broker-dealers for growth and adviser support...
Biblically Responsible Investing Takes Center Stage
Brent Owens joins Charles Payne on Fox News to discuss Biblically Responsible Investing and aligning financial decisions with personal values...
CFD Builds Community with Financial Professionals
CFD Companies highlights how it's strengthening its family-like culture for financial professionals through personalized events and exclusive trips...
CFD Celebrates and Rewards Adviser Excellence
Discover how CFD Companies honors and supports its financial advisers’ success through weekly and monthly recognition programs...