Certified Financial Planner Board of Standards Inc.

E-MAIL THIS PAGE

PRINT THIS PAGE


SCHEDULE
Tuesday, August 1, 2006 Pre-Conference: Orientation for New Program Directors
9:00 - 12:00	Registration for Pre-Conference The Pre-Conference Orientation provided new Program Directors with opportunities to learn about CFP Board's operations and the education component of CFP® certification.
12:00 - 1:00	Pre-Conference Luncheon New Program Directors met with CFP Board's Board of Governors members during lunch.
1:15 - 1:45	Welcome and Self-Introductions
1:45 - 2:30	Best Practices Karim Cherif, Program Director, UCLA
2:30 - 3:15	Best Practices Tom Johansen, Program Director, Fort Hays State University Download Presentation
3:15 - 3:30	Break
3:30 - 4:30	CFP Board's Certification Requirements, Registration Requirements, Marketing Resources and Trademark Rules Colleen McArdell, CFP Board's Manager of Initial Certification, reviewed a variety of CFP Board policies that affect CFP Board-Registered Programs.
4:30 - 5:00	Questions and Answers
9:00 - 5:00	Registration for Program Directors Conference

Wednesday, August 2, 2006
7:30 - 9:00	Registration
7:30 - 8:30	Continental Breakfast
8:30 - 9:00	Welcome Sarah Ball Teslik, CFP Board's CEO Barton C. Francis, CFP®, Chair of CFP Board's Board of Governors Keith J. Soressi, CFP Board's Director of Education and Examination
9:00 - 10:30	General Session: Model Curriculum Update and Q&A Somnath Basu, California Lutheran University
10:30 - 11:00	Break
11:00 - 11:50	Breakout 1: The Challenges of Teaching Financial Planning Courses Tom Warschauer, CFP®, San Diego State University Download Presentation
	Breakout 2: Innovative Ideas for Your Program Deanna L. Sharpe, CFP®, University of Missouri Download Presentation
	Breakout 3: Preparing for the Future of Learning J. Jeffrey Lambert, CFP®, University of California - Davis Vickie Hampton, CFP®, Texas Tech University Download Presentation View References
	Breakout Session at Shutters on the Beach SEC Commissioner Cynthia Glassman
12:00 - 1:30	Lunch
1:30 - 2:20	Breakout 1: Instructor Development - Certificate Program Carol Lee Roberts, CFP®, DePaul University Download Presentation
	Breakout 2: Best Practices: Marketing Degree Programs E. Tylor Claggett, CFP®, Director, Financial Planning Track, Perdue School of Business, Salisbury University Download Presentation Financial Planning for Disabled Family Members MEBA
	Breakout 3: Best Practices: Strategies for Online Programs Gary Matkin, UCI and John Ebersole, Excelsior Download Presentation (Part 1) Download Presentation (Part 2)
2:20 - 3:00	Break
3:00 - 3:50	Breakout 1: Strategies for Delivering a Balanced Curriculum A. William "Bill" Gustafson, Texas Tech University
	Breakout 2: Best Practices & Marketing Certificate Programs Jennifer Chasse, Bryant University Download Presentation
	Breakout 3: The Power of the Continuing Case Study: Winning Students' Attention and Improving Performance Lewis J. Altfest, CFP®, President, L.J. Altfest & Col, Inc.
4:00 - 5:00	General Session: A Glimpse into CFP Board's Vision for an Educational Model Download Presentation

Thursday, August 3, 2006
7:30 - 8:00	Continental Breakfast
8:00 - 8:50	General Session: Dr. Fitzsimmons (Harvard College Dean of Admissions)
9:00 - 10:30	General Session: Determinants of Success on CFP Board's Examination/Q&A Vickie Hampton, CFP®, Vance Grange, CFP® and John Salter, all of Texas Tech University
10:30 - 11:00	Break
11:00 - 11:50	Breakout 1: Improving Your "Retirement Planning Course" Richard W. Stumpf, CFP®, Past Chair of the Board of Examiners, CFP Board, President, Financial Benefits, Inc. and Deanna L. Sharpe, CFP®, University of Missouri
	Breakout 2: Designing Your Program's Web site Ken Callow, Bay Path College Download Presentation
	Breakout 3: AACSB International: An Overview Arthur Kraft, Dean, George L. Argyros School of Business and Economics, Chapman University Download Presentation
12:00 - 1:15	Lunch SEC Commissioner Roel Campos
1:30 - 2:30	Breakout 1: Career Development / How to Have a Successful Practice Deena Katz, CFP®, Texas Tech University Download Presentation
	Breakout 2: Improving Your "Risk Management & Insurance" Course Neil A. Brown, CFP®, Midlands Technical College Download Presentation
	Breakout 3: Research in Behavior Finance Dr. David Laibson, Professor of Economics, Harvard University Download Presentation
2:30 - 3:00	Break
3:00 - 3:50	Breakout 1: Accreditation - What It Is and Is Not Eva Kampits, NEASC For information on this presentation, please e-mail Eva Kampits at: EKampits@NEASC.ORG
	Breakout 2: Internships/Apprenticeships David McGrady, CFP®, Lumpkin School of Business at Eastern Illinois University Download Presentation
	Breakout 3: Risk Tolerance Assessment Geoff Davey and David Cordell, CFP®, Texas Tech University Download Presentation
4:00 - 5:00	General Session: FPSB Round Table