JW Marriott – Washington, DC – August 7-8, 2014
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, served as 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 the 2014 conference was a Firms’ Night that provided 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.
CFP Board hosted a Firms’ Night at the 2014 CFP Board Registered Program Conference. The event provided 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.
To learn more, please view an introductory webinar.
Download the webinar presentation
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 at the 2014 CFP Board Registered Program Conference and explores potential avenues for firms to engage CFP Board Registered Programs regarding partnership opportunities. Firms interested in participating in Firms’ Night events should contact Sara Muehlbauer, Firm Relations Manager, at 202-379-2239 or firstname.lastname@example.org.
Recorded Webinar for Participating Registered Programs: April 29, 2014
The Spring 2014 Update webinar for Registered Programs included discussion of ways in which Registered Programs can prepare for the upcoming Firms’ Night at the 2014 CFP Board Registered Program Conference. Dr. Chaffin also presented new data and updates on current academic initiatives.
View the recorded webinar
Download the CFP Board-Registered Programs Spring 2014 Update presentation (PDF, 116KB)
Graduate Research Posters
The 2014 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. Poster session proposals explore one or more areas related to the personal financial planning profession.
Research Poster Titles: