For Education Partners

CFP Board's annual Registered Program Conference brings together faculty and program directors from institutions around the country that provide professional financial planning education and assist individuals in pursuing CFP® certification. It provides 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, Awareness; Education; Induction, served as 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.

New to the 2014 conference was a Firms’ Night that provided interested registered programs the opportunity to meet with representatives of national and regional firms to discuss potential partnerships that will provide support to registered programs and new hires to employers.

1:00 p.m. - 7:00 p.m.

Registration, Information Desk, and Exhibits Open

4:00 p.m. - 5:00 p.m.

Opening Session

The Power of Data in our CFP Board Registered Programs:  Program Evaluation and Certification Completion

Dr. Charles Chaffin, CFP Board

Dowload the Presentation (PDF, 667KB)

Download CFP Board Registered Programs – Aggregate Self-Assessment Data (PDF, 553KB)

5:00 p.m. - 6:00 p.m.

General Session

Firms' Panel

Building the Bridge: Recruiting the Next Generation of Financial Planners
 
Joe Maugeri, CFP®, CFP Board
Moderator

Panelists:
Mark Barickman, SVP, Global Staffing Executive - Bank of America
Kate Healy, Managing Director, Marketing - TD Ameritrade Institutional
Matthew Gibson, CFP®, VP, Sales Management - Fidelity Personal Investing

Download the Aite Group Research Report (PDF, 978KB)

6:00 p.m. - 8:35 p.m.

6:00 p.m. - 6:35 p.m.
6:40 p.m. - 7:05 p.m.
7:10 p.m. - 7:35 p.m.
7:40 p.m. - 8:05 p.m.
8:10 p.m. - 8:35 p.m.

Firms' Night

7:00 a.m.

Breakfast and Exhibits Open

8:00 a.m. - 9:15 a.m.

General Session

Perceptions of Graduates of CFP Board Registered Programs Regarding Experiences that Impact CFP® Certification Completion

Dr. Kristy Archuleta, Kansas State University
Dr. Ronald Sages, CFP®, Kansas State University
Dr. Charles Chaffin, CFP Board

Download the Presentation (PDF, 227KB)

9:30 a.m. - 10:00 a.m.

General Session

Updates from CFP Board's Leadership

Ray Ferrara, CFP®, 2014 Chair of CFP Board’s Board of Directors
Kevin Keller, CEO, CFP Board

10:15 a.m. - 11:00 a.m.

General Session

CFP Board's Women's Initiative

Eleanor Blayney, CFP ®, Consumer Advocate, CFP Board
Peter Fondulas, President, Fondulas Strategic Research

11:15 a.m. - 12:15 p.m.

General Session

Stories from Registered Programs Regarding the New CFP Board Registered Program Renewal Process and Self-Assessment

Charlotte Anders, Old Dominion University
Lori Crose, Oakland University
Dr. Tom Warschauer, San Diego State University

Download CFP Board Registered Programs – Aggregate Self-Assessment Data (PDF, 553KB)

11:15 a.m. - 12:15 p.m.

A Financial Firm Town Hall Meeting

For Firms Only

In this session for firm attendees, we will be asking questions and soliciting feedback on the needs of firms and our vision for supporting the growth of new CFP® professionals in the profession. 

Kevin Keller, CEO, CFP Board
Moderator

12:15 p.m. - 1:15 p.m.

Lunch and Exhibits

1:15 p.m. - 2:15 p.m.

Concurrent Sessions

From Novice to Pro: Partner with NAPFA to Prep Students for Fee-Only Careers

Dr. Lukas R. Dean, William Paterson University
Dr. Ron Rhoades, CFP®, Alfred State University

Sharing Pedagogical Resources to Prepare Students to Enter the Profession

Elizabeth Jetton, CFP®,  California Lutheran University
Duncan Williams, William Paterson University

Teaching Financial Planning Case Studies Using a Smart Student Response System

Dr. John Grable, CFP®, University of Georgia
Wookjae Heo, University of Georgia

2:30 p.m. - 3:30 p.m.

Concurrent Sessions

Partner with FPA to Help Your Students Get Ahead!

Matt Davis, NexGen Director, FPA of National Capital Area
Ryanne Enyeart, Student & New Professional Engagement, Financial Planning Association

Dr. Ronald Sages, CFP®, Kansas State University

Ed Hutton, Niagara University