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Conference

2020 CFP Board Registered Programs Conference

December 15 - 16, 2020  —  Washington, DC

2020 registered programs conference postponed

Updated: May 11, 2020

Your health and safety is paramount to us. For that reason, CFP Board’s Registered Programs Conference, originally scheduled for March 16-17, 2020, at the Park Hyatt in Washington, D.C., has been postponed to December 15-16, 2020.
Many of you have shared with us the important decisions your organizations have made in response to the coronavirus outbreak as we all work to contain its spread. Directives have ranged from work-from-home mandates to limiting or eliminating non-essential work travel. We are sensitive to your concerns and want to be responsive to the changing environment by minimizing exposure for all.
Further details, including registration and hotel accommodations, will be announced this summer. If you were registered for the original March dates, no additional steps are needed to confirm your registration. We hope you will make plans to join us!
If you have specific questions, please contact RegisteredPrograms@cfpboard.org.

Thank you for your patience and understanding.

Conference Agenda

CFP BOARD REGISTERED PROGRAMS CONFERENCE
Park Hyatt, Washington DC - March 16-17, 2020

The below agenda was prepared for the original March 16-17 conferences dates and is subject to change for the rescheduled December 15-16 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