2013 Conference

For Education Partners


2013 Conference

Pathway to CFP® Certification:
Building Theory, Enriching Practice

The Mayflower Renaissance – Washington, DC – August 8-9, 2013

CFP Board's 2013 Registered Program Conference brought together faculty and program directors 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, Pathway to CFP® Certification: Building Theory, Enriching Practice, was a platform for furthering our discipline relative to specific subject matter areas, engaging students both within the classroom and in online learning platforms, as well as facilitating certificate and degree-seeking students' journeys toward CFP® certification.
Thursday, August 8

12:30 -5:30 p.m.

Registration and Information Desk Open

1:00 - 5:00 p.m.

Exhibits Open

4:00 p.m.

Opening Session:

How Do We Define Success?
Dr. Charles Chaffin, CFP Board
Download Presentation

5:00 p.m.

General Session:

Tracking Degree to Certification Success: An Analysis of Student Histories
Dr. Tom Warschauer, CFP®, San Diego State University
Dr. Charles Chaffin, CFP Board

Download Presentation

6:00 - 7:00 p.m.

Welcome Reception
Graduate Research Poster Session

Friday, August 9


7:00 a.m.

Breakfast and Exhibits Open

8:00 - 9:00 a.m.

General Session:

Preparing Financial Planning Students for a Career in Today's Environment
Mike  GreeneCFP®, Board Director, CFP Board

9:15 - 10:00 a.m.

General Session

CFP Board’s Partnership with Financial Planning Education Programs
Kevin R. Keller, CAE, CFP Board CEO

10:15 - 11:15 a.m.

General Session:

Conversations in Financial Planning Education and Practice
Dr. Ruth Lytton, Virginia Tech
Dr. Lance Palmer, University of Georgia
Carolynn Tomin, CFP®, Boston University
Mike McCarthy, CFP®, DePaul University
Elissa BuieCFP®, Golden Gate University
Dr. Dave Yeske, CFP®, Golden Gate University

11:30-12:15 p.m.

General Session:

Avenues for Enhancing Student Retention in CFP Board Registered Certificate Programs
Joyce Schnur
, CFP®, Kaplan University
Dr. Walt Woerheide, CFP®, The American College
Dr. Jesse Arman, College for Financial Planning

12:15 - 1:15 p.m.

Lunch and Exhibits

1:15 - 2:00 p.m.

Using Internships to Enhance Engaged Education
Dr. Lowell Glen, Utah Valley University
Dr. Jacob P. Sybrowsky, Utah Valley University
Dr. Jerry Mason, Utah Valley University

Communication Essentials for Financial Planners: Teaching Techniques and Strategies
Dr. John Grable, CFP®, University of Georgia
Dr. Joseph Goetz, University of Georgia

2:15 - 3:00 p.m.

Integrating Financial Planning Software in the Classroom
Dr. Lukas R. Dean, William Paterson University
Dr. Hyrum L. Smith, CFP®, Virginia Tech
Dr. Jacob P. Sybrowsky, Utah Valley University

Teaching and e-Learning Personal Financial Planning in an Online Environment (with emphasis on “Real World” experiences)
Dr. Ronald Sages, CFP®, Kansas State University

Path to CFP® Certification: Do Your Students Have the Tools to Succeed?

Ryanne Enyeart, Financial Planning Association

James Tissot, CFP®, Financial Planning Association

3:15 – 4:00 p.m.

Teaching Ethics and Agency Costs in an Introductory Financial Planning Course
Dr. Benjamin F. Cummings, Saint Joseph’s University

The Aging Boom: How Do We Prepare Our Planners?
Brian Carlton, CFP®, NAPFA

Sponsors & Exhibitors

CFP Board's Registered Program Conference is a prime opportunity to showcase your products and services. Sponsoring conference activities and exhibiting at this event are great ways to get in front of potential prospects.

Those interested in sponsorship or exhibitor opportunities for next year's conference may contact Kristen Russi at krussi@CFPBoard.org or 202-379-2257.

CFP Board would like to thank the following sponsors:

Sponsoring: Program Guides
  Sponsoring: Welcome Reception
Sponsoring: Friday General Session
  Sponsoring: Opening General Session, Registration Bags & Flash Drives
CFP Board would like to thank the following exhibitors:
  American Academic
Publishing, LLC

Join the Conversation

Use social media to keep up with CFP Board and the Registered Program community.

LinkedIn Group Join CFP Board's LinkedIn Group (look for the special subgroup for faculty and directors of CFP Board Registered Programs)

Facebook Fan Page Follow CFP Board on Facebook and view photos from previous CFP Board Registered Program Conferences

Follow CFP Board on twitter - Use hashtag #2012RPC Follow CFP Board on Twitter

Center For Financial Planning | Logo | Gold

The Center is creating an academic home for the financial planning profession.

Learn More

Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.