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

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Catch up with your colleagues from around the country at CFP Board's 2009 Program Directors' Conference and learn about new requirements, procedures and benefits being implemented for CFP Board-Registered Programs. The Conference will include a keynote speaker, sessions by and for Program Directors, and sessions focused on upcoming changes to CFP Board’s registration and certification requirements. Learn about the new registration policies, annual reporting procedures and the new financial plan requirement.

Registration for the 2009 Program Directors' Conference is $395.

New Program Directors are encouraged to attend the Pre-Conference lunch and orientation. At the orientation, new Program Directors will have the opportunity to meet CFP Board representatives and learn more about the education component of CFP® certification.

Conference attendees are responsible for their own transportation and lodging. A group discount rate of $129.00 per night is available at the Conference hotel, the Sheraton National.

Sheraton National
900 S. Orme Street
Arlington, VA 22204
Phone: 703-521-1900
Fax: 703-271-6626
www.starwoodmeeting.com/Book/cfp811

Please be sure to make your hotel reservation prior to July 17, 2009.

Below is the current 2009 Program Directors' Conference agenda, which will be updated as additional information becomes available.

Thursday, August 13
10:30 a.m. - 7:00 p.m.	Registration
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
5:00 p.m. - 7:00 p.m.	Kick-Off Reception

Friday, August 14
7:00 a.m. - 7:00 p.m.	Registration
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., will present 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 will share his insights on how Registered Programs can use these findings to increase the effectiveness of student recruitment and retention initiatives.
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 – will provide Program Directors with background on the international discussions and developments behind this upcoming addition to CFP Board’s CFP® certification requirements. Noel can speak to FPSB's relationship with CFP Board and to FPSB’s experiences with implementing this requirement 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.
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*
	Topic: CFP® Certification Examination Update
		*Steve Barkley - Director of Examinations, CFP Board*
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
		*Michael P. Shaw, Esq. - Managing Director, Legal & Professional Review, CFP Board*
6:30 p.m. - 9:00 p.m.	Reception and Dinner

Saturday, August 15
7:00 a.m. - 12:00 p.m.	Registration
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 Certificate Programs
		*CFP Board Communications & Marketing Staff*
	Topic: Marketing Strategies for Degree Programs
		*CFP Board Communications & Marketing Staff*
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
	Topic: Financial Plan Development Course Requirement: Incorporation of the Addendum Topics
		*Andrea White, MCC - Financial Conversations*
	Topic: Apprenticeships, Internships & Mentoring Opportunities within the Financial Planning Community
		*Kacy Gott, CFP® - Aspiriant, Council on Education*
10:20 a.m. - 10:50 a.m.	Refreshment Break
10:50 a.m. - 12:00 p.m.	General Session
	Topic: Council on Education Panel Discussion
		Ivan Roten, CFP® - Chair, Council on Education Council on Education Members

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CFP Board's Program Directors' Conference brings together key decision makers from the leading personal financial planning education programs across the country. Exhibiting at the Conference gives you the chance to network with these decision makers while increasing the visibility of your products and services. Learn more >

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