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Registered Program Conference

JW Marriott – Washington, DC – August 7-8, 2014 

Awareness                        

Education    

                 Induction


Registration is now open for the 2014 CFP Board Registered Program Conference!

Register Now

The standard registration rate is $249, and students may register for $149.

CFP Board's annual Registered Program Conference brings together faculty and program directors from institutions around the country that provide professional financial planning education and assist individuals in pursuing CFP® certification. It provides an opportunity to connect with CFP Board and faculty and program directors from financial planning education programs around the country, to share best practices for financial planning education, and to learn about CFP Board's commitment to education partnerships.

This year’s theme, Awareness; Education; Induction, will be a platform for furthering our discipline relative to specific subject matter areas, engaging students both within the classroom and in online learning platforms, as well as facilitating certificate and degree-seeking students’ journeys toward CFP® certification.

New to this year’s conference is a Firms’ Night that will provide interested registered programs the opportunity to meet with representatives of national and regional firms to discuss potential partnerships that will provide support to registered programs and new hires to employers.

Additional conference details will be added to this page as they become available.

Thursday, August 7


3:30 p.m. - 6:00 p.m.

Opening Session and Panel Discussion

6:00 p.m. - 8:30 p.m.

Firms' Night

Friday, August 8


7:00 a.m.

Breakfast and Exhibits Open

8:00 a.m. - 4:00 p.m.

Conference Sessions

Firms' Night

CFP Board will host a Firms’ Night at the 2014 CFP Board Registered Program Conference. This event will provide registered programs the opportunity to meet with national and regional firms regarding ways to partnership in providing support to registered programs and new hires to employers.  Registered Programs will have the opportunity to select which of the participating firms they would like to meet.

To learn more about participating, please join us for an introductory webinar.

Recorded Webinar for Participating Firms
This webinar, presented on April 9, 2014, by CFP Board's Director of Academic Programs and Initiatives, Dr. Charles Chaffin, and Director of Firm Relations, Joseph V. Maugeri, CFP®, provides an overview of the Firms’ Night that will be held at the 2014 CFP Board Registered Program Conference and explores potential avenues for firms to engage CFP Board Registered Programs regarding partnership opportunities. The registration rate per firm is $995, which includes conference registration for up to three attendees. Firms interested in participating in the Firms’ Night event should contact Sara Muehlbauer, Firm Relations Manager, at 202-379-2239 or SMuehlbauer@CFPBoard.org.


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Download the webinar presentation (PDF, 181KB)

Webinar for Participating Registered Programs: April 29, 2014
The Spring 2014 Update webinar for Registered Programs will include discussion of ways in which Registered Programs can prepare for the upcoming Firms’ Night at the 2014 CFP Board Registered Program Conference. Dr. Chaffin will also present new data and updates on current academic initiatives.

Register to Attend


Call for Presentation Proposals

This year’s theme, Awareness; Education; Induction, will be a platform for furthering our discipline relative to specific subject matter areas, engaging students both within the classroom and in online learning platforms, as well as facilitating certificate and degree-seeking students’ journeys toward CFP® certification. Subject matter experts and researchers are encouraged to submit proposals that focus on furthering the discipline and enriching current practice. 

CFP Board is now accepting proposals for presentations through April 30, 2014.

Download the Call for Proposals (PDF, 93 KB)


Call for Graduate Research Posters

The 2014 CFP Board Registered Program Conference will feature a research poster session for graduate students (both master's and doctoral) to share their unpublished research and studies.  Poster session proposals related to theses, dissertations, best practices, or position viewpoints exploring one or more areas related to the personal financial planning profession are welcome. 

CFP Board is now accepting proposals for graduate research posters through April 30, 2014.

Download the Call for Posters (PDF, 58 KB)


Sponsors & Exhibitors

CFP Board's Registered Program Conference is a prime opportunity to showcase your products and services. Sponsoring conference activities and exhibiting at this event are great ways to get in front of potential prospects. Those interested in sponsorship or exhibitor opportunities for the 2014 conference may contact Kristen Russi at krussi@cfpboard.org or 202-379-2257.


Join the Conversation

Use social media to keep up with CFP Board and the Registered Program community.

LinkedIn Group Join CFP Board's LinkedIn Group (look for the special subgroup for faculty and directors of CFP Board Registered Programs)

Facebook Fan Page Follow CFP Board on Facebook

Follow CFP Board on twitter - Use hashtag #2012RPC Follow CFP Board on Twitter

Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.