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2012 Conference

Financial Planning Education Vision 2020:
ENGAGEMENT – APPLICATION – ASSESSMENT

Capital Hilton – Washington, DC – August 9-10, 2012

CFP Board's annual conference brought together representatives from institutions around the country that provide professional financial planning education and assist individuals in pursuing CFP® certification. It provided 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, Financial Planning Education Vision 2020: Engagement, Application, Assessment, was a platform furthering our discipline relative to engaging students, applying context to the classroom or learning platform, and assessing student achievement. This year's conference was both a showcase for innovative ideas as well as forward thinking, considering financial planning education in the near future.

Read below for more about the 2012 conference, and save the date for the 2013 CFP Board Registered Program Conference on August 8-9, 2013!

Thursday, August 9  
12:30 - 5:30 p.m. Registration/Info Desk Open
1:00 - 5:00 p.m. Exhibits Open
3:00 p.m.

Opening Session:
Building for the Future: Engagement; Application; Assessment
Dr. Charles Chaffin, CFP Board
Download presentation (PPT; 2.06MB)

5:00 p.m. Welcome Reception
Graduate Research Poster Session
Friday, August 10  
7:00 a.m. Breakfast and Exhibits Open
8:00 a.m. - 9:15 a.m.

Keynote Session:
From Content to Competency: Incorporating the CFP Board Student-Centered Learning Objectives in your classroom and online learning platform
Dr. Jesse Arman, College for Financial Planning
Michael Cates, CFP®, College for Financial Planning
Dr. Michael Gutter, University of Florida
Adam Kashuba, Northwestern University
Dr. Peter Kaye, Northwestern University
Dr. Charles Chaffin, CFP Board

9:30 - 10:15 a.m.

General Session with CFP Board's Leadership
Alan Goldfarb, CFP®, 2012 Chair, Board of Directors
Kevin R. Keller, CAE, CFP Board CEO

10:30 - 11:15 a.m.

Capstone Course: Now that I've taught it, what have I learned?
Edward Hutton, Niagara University
Tom Ricks, CFP®, Southern Methodist University
Dr. James Benton, CFP®, Shippensburg University

Delivering Personal Financial Planning Education Using a PC Tablet
Dr. Hyrum Smith, CFP®, Virginia Tech

11:30 a.m. - 12:15 p.m.

Formal and Informal Student Assessment Methods in the Financial Planning Classroom
Charles Moran, CFP®, State University of New York at Cobleskill
Dr. Sam Basu, William Paterson University

The Case-based Classroom: Bringing the Harvard Approach into Your Capstone Course
Dr. Ruth Lytton, Virginia Tech
Derek Klock, Virginia Tech

12:30 - 1:30 p.m. Lunch and Exhibits
1:30 - 2:15 p.m.

Perils and Pitfalls of Case Development
Dr. Ruth Lytton, Virginia Tech
Derek Klock, Virginia Tech
Dr. John Grable, CFP®, University of Georgia

Using Tobin’s Q to Conquer Investor’s Greed and Fear
Dr. Peter Chen, Youngstown University

Financial Planning Association: Student Chapters
Marvin Tuttle, Executive Director and CEO of FPA
Lauren Schadle, Associate Executive Director and COO of FPA

2:30 - 3:15 p.m.

Facilitating Student Engagement: High/Low Cost Curriculum Ideas
Dr. Vickie Hampton, CFP®, Texas Tech University
Deena Katz, CFP®, Texas Tech University

Improving Student Retention Rates
Joyce Schnur, CFP®, Kaplan University

Capstone Course: Now that I've taught it, what have I learned?
Dr. Tom Warschauer, CFP®, San Diego State University
Dr. Michael Dalton, CFP®, Georgetown University
Harry Starn, Jr., CFP®, California Lutheran University

3:30 - 4:15 p.m.

Hands On Financial Planning: Educating Beyond the Classroom
Dr. Jacob Sybrowsky, Utah Valley University
Dr. Jerry Mason, Utah Valley University
Dr. Lukas Dean, William Paterson University
Dr. Hyrum Smith, CFP®, Virginia Tech

Relationships Matter: The Power of Student and Alumni Engagement An Essential Component to Maintaining a Dynamic Program
Dr. Erroline Williams, Duquesne University

Ooze Your Confidence: Teaching Practical Client Communication Skills for the 21st Century CFP® Professional
Ron Rhoades, CFP®, Alfred State University

Keynote Address

The keynote address at this year's CFP Board Registered Program Conference was a panel discussion titled "From Content to Competency: Incorporating the CFP Board Student-Centered Learning Objectives into your classroom and online learning platform."


Keynote Panel Members:

Dr. Jesse Arman
Vice President of Academic Affairs
College for Financial Planning
Mr. Michael Cates, CFP®
Senior Director of Certification Programs
College for Financial Planning
Dr. Michael Gutter
Assistant Professor and Financial Management State Specialist
University of Florida/td>
Mr. Adam Kashuba
Director of Professional Development and Post-baccalaureate Programs
Northwestern University
Dr. Peter Kaye
Assistant Dean, Undergraduate and Professional Programs
Northwestern University
Dr. Charles Chaffin
Manager, Academic Programs
CFP Board

Graduate Research Posters

The 2012 CFP Board Registered Program Conference featured a research poster session for graduate students (both master's and doctoral) to share their unpublished research and studies exploring one or more areas related to the personal financial planning profession. The research poster session was held during the Welcome Reception at 5:00 p.m. on Thursday, August 9, with the participating students available to discuss their research and studies.

Research Poster Titles:

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 at future conferences may contact Kristen Russi at krussi@cfpboard.org or 202-379-2257.

CFP Board would like to thank the following sponsors:

Sponsoring: Program Guides
Sponsoring: Welcome Reception
Sponsoring: Keynote Address
Sponsoring: USB Flash Drives, Registration Bags and Opening Session

CFP Board would like to thank the following exhibitors:

American Academic Publishing, LLC

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.