For Education Partners

Financial Planning Education Vision 2020:
ENGAGEMENT – APPLICATION – ASSESSMENT

Capital Hilton – Washington, DC – August 9-10, 2012

CFP Board's annual conference brought together representatives from institutions around the country that provide professional financial planning education and assist individuals in pursuing CFP® certification. It provided an opportunity to connect with CFP Board and faculty and program directors from financial planning education programs around the country, to share best practices for financial planning education, and to learn about CFP Board's commitment to education partnerships.

This year's theme, Financial Planning Education Vision 2020: Engagement, Application, Assessment, was a platform furthering our discipline relative to engaging students, applying context to the classroom or learning platform, and assessing student achievement. This year's conference was both a showcase for innovative ideas as well as forward thinking, considering financial planning education in the near future.

Read below for more about the 2012 conference, and save the date for the 2013 CFP Board Registered Program Conference on August 8-9, 2013!

Opening Session:
Building for the Future: Engagement; Application; Assessment
Dr. Charles Chaffin, CFP Board
Download presentation (PPT; 2.06MB)

Keynote Session:
From Content to Competency: Incorporating the CFP Board Student-Centered Learning Objectives in your classroom and online learning platform
Dr. Jesse Arman, College for Financial Planning
Michael Cates, CFP®, College for Financial Planning
Dr. Michael Gutter, University of Florida
Adam Kashuba, Northwestern University
Dr. Peter Kaye, Northwestern University
Dr. Charles Chaffin, CFP Board

General Session with CFP Board's Leadership
Alan Goldfarb, CFP®, 2012 Chair, Board of Directors
Kevin R. Keller, CAE, CFP Board CEO

Capstone Course: Now that I've taught it, what have I learned?
Edward Hutton, Niagara University
Tom Ricks, CFP®, Southern Methodist University
Dr. James Benton, CFP®, Shippensburg University

Delivering Personal Financial Planning Education Using a PC Tablet
Dr. Hyrum Smith, CFP®, Virginia Tech

Formal and Informal Student Assessment Methods in the Financial Planning Classroom
Charles Moran, CFP®, State University of New York at Cobleskill
Dr. Sam Basu, William Paterson University

The Case-based Classroom: Bringing the Harvard Approach into Your Capstone Course
Dr. Ruth Lytton, Virginia Tech
Derek Klock, Virginia Tech

Perils and Pitfalls of Case Development
Dr. Ruth Lytton, Virginia Tech
Derek Klock, Virginia Tech
Dr. John Grable, CFP®, University of Georgia

Using Tobin’s Q to Conquer Investor’s Greed and Fear
Dr. Peter Chen, Youngstown University

Financial Planning Association: Student Chapters
Marvin Tuttle, Executive Director and CEO of FPA
Lauren Schadle, Associate Executive Director and COO of FPA

Facilitating Student Engagement: High/Low Cost Curriculum Ideas
Dr. Vickie Hampton, CFP®, Texas Tech University
Deena Katz, CFP®, Texas Tech University

Improving Student Retention Rates
Joyce Schnur, CFP®, Kaplan University

Capstone Course: Now that I've taught it, what have I learned?
Dr. Tom Warschauer, CFP®, San Diego State University
Dr. Michael Dalton, CFP®, Georgetown University
Harry Starn, Jr., CFP®, California Lutheran University

Hands On Financial Planning: Educating Beyond the Classroom
Dr. Jacob Sybrowsky, Utah Valley University
Dr. Jerry Mason, Utah Valley University
Dr. Lukas Dean, William Paterson University
Dr. Hyrum Smith, CFP®, Virginia Tech

Relationships Matter: The Power of Student and Alumni Engagement An Essential Component to Maintaining a Dynamic Program
Dr. Erroline Williams, Duquesne University

Ooze Your Confidence: Teaching Practical Client Communication Skills for the 21st Century CFP® Professional
Ron Rhoades, CFP®, Alfred State University