Thursday, August 11 | |
1:30 – 6:30 p.m. | Registration Open |
2:00 p.m. | Exhibits Open |
3:00 – 4:30 p.m.
| Opening General Session CFP Board Registered Programs: Registration Criteria, Capstone Course Development, and Avenues for Improving both Program Effectiveness and Overall Sustainability Dr. Charles Chaffin, CFP Board |
4:45 – 6:00 p.m. | Keynote Session I: Avenues for Facilitating Higher Order Thinking for all Program Types and Delivery Methods in Financial Planning Education Dr. Vickie L. Bajtelsmit, Colorado State University Dr. Somnath Basu, California Lutheran University Dr. Sharon Burns, Purdue University Dr. John Grable, CFP®, Kansas State University Dr. Vickie Hampton, CFP®, Texas Tech University Dr. Tom Warschauer, CFP®, San Diego State University Dr. Charles Chaffin, CFP Board
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6:00 – 7:30 p.m. | Welcome Reception and Graduate Research Poster Session |
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Friday, August 12 | |
7:00 – 8:00 a.m. | Breakfast and Exhibits Open |
8:00 – 9:30 a.m. | Keynote Session II: Student-Centered Learning Objectives based upon CFP Board Principal Topics Dr. Vickie L. Bajtelsmit, Colorado State University Dr. Somnath Basu, California Lutheran University Dr. Sharon Burns, Purdue University Dr. John Grable, CFP®, Kansas State University Dr. Vickie Hampton, CFP®, Texas Tech University Dr. Tom Warschauer, CFP®, San Diego State University Dr. Charles Chaffin, CFP Board
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9:45 – 10:30 a.m.
| General Session with CFP Board's Leadership Charles A. Moran, J.D., CFP®, 2011 Chair, Board of Directors Alan K. Goldfarb, CFP®, 2011 Chair-Elect, Board of Directors Kevin R. Keller, CAE, CFP Board CEO
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10:45 – 11:30 a.m. | The Development of a Campus-Based Clinical Practicum in Financial Planning Dr. Joseph W. Goetz, University of Georgia Martin Seay, University of Georgia Dr. Jerry Gale, University of Georgia
Evolution of an Online Financial Plan Development Course - From Group to Individual Format with Oral and Written Assignment Components Elizabeth Jetton, CFP®, California Lutheran University Harry Starn Jr., California Lutheran University
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11:30 a.m. – 12:30 p.m. | Lunch and Exhibits Open |
12:30 – 1:15 p.m. | Real Time or Not: Do Case Details Matter? Dr. Ruth H. Lytton, Virginia Tech Derek D. Klock, Virginia Tech Dr. John Grable, CFP®, Kansas State University
A Course Management System Template for Teaching Financial Planning Dr. Christopher Coyne, CFP®, St. Joseph's University
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1:30 – 2:15 p.m. | Best Practices for Teaching in an Asynchronous Online Learning Environment Caroline S. Fulmer, CFP®, University of Alabama Eve Pentecost, CFP®, University of Alabama
Black-Litterman Model Exercise Using Excel: A Classroom Experiment Dr. Leon Chen, Minnesota State University
Personal Finance 101: The Dream Course for Recruiting Personal Financial Planning Majors on a College Campus Dr. James E. Benton, CFP®, Shippensburg University
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2:30 – 3:15 p.m. | Implementing Professional Sales Training into the Financial Planning Curriculum Dr. Lukas R. , William Paterson University Dr. Bill Healy, William Paterson University Dr. Sam N. Basu, William Paterson University
Using Real Clients in a Capstone Financial Planning Class Dr. Sherman D. Hanna, Ohio State University Dr. Michael S. Gutter, University of Florida
Benefits to Faculty from Collaboration with NAPFA and FPA Ron Rhoades, CFP®, NAPFA, Alfred State University Jean Cantey Segal, Managing Director of Knowledge and Learning, Financial Planning Association
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3:30 – 4:15 p.m. | A Client Relationship Management Course: Integrating Science, Art and Professional Practice Dr. Ruth H. Lytton, Virginia Tech Derek D. Klock, Virginia Tech
A Thousand Voices: Efficiently and Effectively Managing Financial Planning and Investments Courses in Online Environments Craig Lemoine, CFP®, The American College Dr. Walt Woerheide, CFP®, The American College
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