Certified Financial Planner Board of Standards Inc. - 2009 Program Directors' Conference

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CFP Board's 2009 Program Directors' Conference brought together representatives from 70 institutions around the country that provide professional financial planning education. The Conference provided the opportunity to learn about new requirements, procedures and benefits being implemented for CFP Board-Registered Programs and featured sessions by and for Program Directors. The Conference provided an opportunity for Program Directors to discuss the proposed addition of a financial plan development course requirement to CFP Board's education standards and share best practices for implementing the course requirement.

The 2009 Program Directors' Conference was held at the Sheraton National in Arlington, Virginia.

Sheraton National
900 S. Orme Street
Arlington, VA 22204
Phone: 703-521-1900
Fax: 703-271-6626

Thursday, August 13
10:30 a.m. - 7:00 p.m.	Registration & Information
12:00 p.m. - 5:00 p.m.	Exhibitor Setup
12:30 p.m. - 1:30 p.m.	Luncheon for New Program Directors
1:30 p.m. - 4:30 p.m.	Orientation for New Program Directors
		>> Download the Orientation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)
5:00 p.m. - 7:00 p.m.	Kick-Off Reception

Friday, August 14
7:00 a.m. - 7:00 p.m.	Registration & Information
7:15 a.m. - 8:15 a.m.	Breakfast (in Exhibit Hall)
8:30 a.m. - 10:00 a.m.	General Session - Keynote Address
	Topic: CFP Board's Annual Certificant and Consumer Survey Results and their Application to Student Recruitment and Retention
		*Philip G. Kuehl, Ph.D. - Westat, Inc.*
		Philip G. Kuehl, Ph.D., of well-respected research organization Westat, Inc., presented findings from CFP Board’s latest consumer and certificant surveys, providing current information about the public’s need for financial planning services, how the financial planning profession and CFP® certification are perceived by the public, and the value CFP® certification has added to the professional development of practicing financial planners. In addition to the statistical information from the surveys, Dr. Kuehl shared his insights on how Registered Programs can use these findings to increase the effectiveness of student recruitment and retention initiatives.
		>> Download the Presentation (PDF format)
		>> Download the Presentation Note Pages (PDF format)
10:00 a.m. - 10:30 a.m.	Refreshment Break (in Exhibit Hall)
10:30 a.m. - 12:00 p.m.	General Session
	Topic: Financial Plan Development Course Requirement
		*Noel Maye, CAE, CEO, Financial Planning Standards Board Ltd.*
		In March 2009, CFP Board announced plans to supplement the CFP® certification requirements with a financial plan development course requirement that will require those seeking to attain CFP® certification to prepare a written and comprehensive financial plan and have their performance assessed based on the written plan and an oral presentation of the plan. This new requirement is anticipated to take effect in 2012, and CFP Board will be holding a public comment period on the proposed requirement. This discussion, facilitated by Noel Maye, Chief Executive Officer of Financial Planning Standards Board Ltd. (FPSB) – the nonprofit association that owns the CFP marks outside the U.S. and benefits the global community by establishing, upholding and promoting worldwide professional standards in financial planning – provided Program Directors with background on the international discussions and developments behind this upcoming addition to CFP Board’s CFP® certification requirements. Noel spoke to FPSB's relationship with CFP Board and to FPSB’s experiences with implementing similar requirements in other countries, providing insights about the purpose of the financial plan development course requirement and the considerations involved in developing a defensible and assessable standard.
		>> Download the Presentation (PDF format)
		>> Download the Presentation Note Pages (PDF format)
		>> Download CFP Board's Request for Comments on the Proposed Financial Plan Development Course Requirement (PDF format)
		>> Read Comments on CFP Board's Proposed Financial Plan Development Course Requirement
12:00 p.m. - 1:30 p.m.	Lunch (in Exhibit Hall)
1:30 p.m. - 3:00 p.m.	General Session
	Topic: Education Update Panel
		Marilyn Capelli Dimitroff, CFP® - Chair, Board of Directors Robert J. Glovsky, CFP® - Chair-Elect, Board of Directors Ivan Roten, CFP® - Chair, Council on Education Kevin Keller, CAE - CEO, CFP Board
3:00 p.m. - 3:10 p.m.	Break
3:10 p.m. - 4:00 p.m.	Concurrent Breakout Sessions
	Topic: Students as Financial Educators in the Community
		*Lance Palmer, CFP®, CPA, PhD - University of Georgia*
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)

	Topic: CFP® Certification Examination Update
		Steve Barkley - Director of Examinations, CFP Board I. Richard Ploss, CFP®, JD, CPA, MBA - Chair, Council on Examinations
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)

4:00 p.m. - 4:10 p.m.	Break
4:10 p.m. - 5:00 p.m.	Concurrent Breakout Sessions
	Topic: CFP® Marks Use and Registered Programs
		*Jason Jones - Trademark Paralegal, CFP Board*
	Topic: CFP Board's Ethics Standards: Enforcement
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)

		Michael P. Shaw, Esq. - Managing Director, Legal & Professional Review, CFP Board Eun Han, Counsel
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)
		>> Download the Presentation Handouts for Discussion (PDF format)

6:00 p.m. - 8:30 p.m.	Cocktails and Dinner

Saturday, August 15
7:00 a.m. - 12:00 p.m.	Registration & Information
7:15 a.m. - 8:15 a.m.	Breakfast (in Exhibit Hall)
8:30 a.m. - 9:20 a.m.	Concurrent Breakout Sessions
	Topic: Marketing Strategies for Registered Programs
		Tim Stifel - Director, Stakeholder Communications, CFP Board Anne Pluta - Manager, Marketing, CFP Board Nick Weaver - Marketing Coordinator, CFP Board
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)

	Topic: FPA Session
		Tom Potts, CFP® - Baylor University, President-Elect - Financial Planning Association Jean Cantey – Managing Director, Conferences & Learning, FPA®
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)

9:20 a.m. - 9:30 a.m.	Break
9:30 a.m. - 10:20 a.m.	Concurrent Breakout Sessions
	Topic: Financial Plan Development Course Requirement: Best Practices in Case Studies
		Normand Langlois, CFP® - Merrimack College Carolynn Tomin, CFP® - Boston University, Council on Education
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)

	Topic: Financial Plan Development Course Requirement: Incorporation of the Addendum Topics
		*Andrea White, MCC - Financial Conversations*
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)

	Topic: Apprenticeships, Internships & Mentoring Opportunities within the Financial Planning Community
		Kacy Gott, CFP® - Aspiriant, Council on Education Lance Palmer, CFP®, CPA, PhD - University of Georgia
10:20 a.m. - 10:30 a.m.	Refreshment Break
10:30 a.m. - 12:00 p.m.	General Session
	Topic: Council on Education Panel Discussion
		Ivan Roten, CFP® - Chair, Council on Education Jacqueline Callahan Kacy Gott, CFP® Mark H. Kordes, CFP®, AEP, ChFC, CLU Carolyn J. Lee, CFP® Dr. Rosilyn H. Overton, CFP®, CRPS, RFC Carolynn B. Tomin, CFP®
		>> Download the Presentation Slides (PDF format)
		>> Download the Presentation Note Pages (PDF format)

CFP Board appreciates the support of all the organizations who exhibited the 2009 Program Directors' Conference and shared their resources with the Program Directors community.


Mary Ann Roselle maryann.roselle@theamericancollege.edu	Jeni Hofstede-Bryan jeni.j.hofsteded-bryan@ampf.com

Kevin Dalton kevindalton@dalton-education.com	Joe Scheinfeld jscheinfeld@discoverydatabase.com

Jean Cantey jean.cantey@fpanet.org	Joyce Schnur joyce.schnur@kaplan.com

Henrietta Hye hnye@keirsuccess.com	Sharon Zurek zureks@napfa.org

Klista Zimmerman kzimmerman@sbmedia.com	Vickie Hampton vickie.hapton@ttu.edu