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...
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Spring Conference
April 23, 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.
Faith-Based Investing Forum
June 11, 2026
This quarterly forum brings together financial advisers committed to aligning their practice with their faith.
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...
New Addition Ribbon Cutting Ceremony
May 14, 2026
Join us as we celebrate an exciting new chapter in the CFD story with the grand opening of our latest building addition. This celebration reflects our continued growth, our commitment to serving advisers and clients with excellence, and the community relationships that make it all possible.
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.
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.
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?"