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2020 Virtual CFP Board Registered Programs Conference

December 15 - 16, 2020  —  Virtual Conference

Conference Agenda

The below agenda was prepared for the original March 16-17 conference dates. Content is subject to change for the virtual conference. Please check back here for updates. 

Monday, March 16
10:30 a.m. Registration Opens
11:00 a.m. – 5:00 p.m.

Exhibits Open

11:30 a.m. Lunch Buffet Opens
12:00 p.m. - 1:00 p.m.

Opening General Session
CFP Board Update
CFP Board Diversity Initiatives
Presentation, 2019 Excellence in Pro Bono Award

1:00 p.m. - 1:45 p.m.  General Session
Panel (Program Directors), Program Recruitment + Retention
1:45 p.m. - 2:45 p.m. Breakout Discussion by Academic Level; Student Track
Certificate, Baccalaureate, Graduate
Student Track - The Path to Becoming a CFP® Professional


2:45 p.m. - 3:45 p.m.

Concurrent Sessions; Student Track
Experiential Learning Through Pro Bono Financial Planning Consulting
Criteria for Evaluating Preferred Employers
Student Track - Are you Dreaming of Success or is Success a Goal?

3:45 p.m. - 4:00 p.m. Refreshment Break
4:00 p.m. - 4:45 p.m. General Session; Student Track
Building a Diverse and Inclusive Program
Student Track - The Financial Planning Profession in 2030 - The NextGen Opportunity
5:00 p.m. Evening Networking Reception with Financial Firms
Tuesday, March 17
7:30 a.m. - 12:00 p.m.  Exhibits Open
7:30 a.m. - 8:00 a.m. Breakfast
8:00 a.m. - 8:15 a.m. CEO and Chair Update
8:15 a.m. - 9:00 a.m. General Session
Panel (Financial Firms), Recruitment of NextGen Financial Planners
9:00 a.m. - 11:00 a.m. Exam Item Writing Workshop
Sign up only, limited seats available
9:00 a.m. - 10:00 a.m. Concurrent Sessions; Student Track
When You [Don’t] Assess, You Make an A… Out You and Me…
Let’s Play! Learning Financial Planning through a Simulation Game
Student Track - Developing YOUR Study Plan for CFP® Exam Success
10:00 a.m. - 10:45 a.m.

Concurrent Sessions
The Economics of Education
Financial Planning Association (FPA) Update
(Student Track attendees to join concurrent session of their choice)

10:45 a.m. - 11:00 a.m.  Refreshment Break
11:00 a.m. - 11:45 a.m.  Breakout Discussions by Topic; Student Track
Program Recruitment, Curriculum Development and Exam Prep, Teaching the “Soft Skills”
Student Track - Tax Tips for Pros: How to Make the Most of Recent Changes
11:45 a.m. - 12:30 p.m.  Closing General Session
 Exams Update, Practice Analysis