2014 Conference

For Education Partners


2014 Conference

JW Marriott – Washington, DC – August 7-8, 2014 




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.

Thursday, August 7

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

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

Networking/Graduate Research Poster Session/Exhibits
Session 1
Session 2
Session 3
Session 4

Friday, August 8

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

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

Leveraging the Benefits of an Advisory Board to Supercharge CFP Board Registered Programs

Dr. Ronald Sages, CFP®, Kansas State University

Incorporating Socially Responsible Investing Considerations into the CFP® Curriculum

Ed Hutton, Niagara University

Firms' Night

CFP Board hosted a Firms’ Night at the 2014 CFP Board Registered Program Conference. The event provided registered programs the opportunity to meet with national and regional firms regarding ways to partnership in providing support to registered programs and new hires to employers.

To learn more, please view an introductory webinar.

Recorded Webinar for Participating Firms
This webinar, presented on April 9, 2014, by CFP Board's Director of Academic Programs and Initiatives, Dr. Charles Chaffin, and Director of Firm Relations, Joseph V. Maugeri, CFP®, provides an overview of the Firms’ Night at the 2014 CFP Board Registered Program Conference and explores potential avenues for firms to engage CFP Board Registered Programs regarding partnership opportunities. Firms interested in participating in Firms’ Night events should contact Sara Muehlbauer, Firm Relations Manager, at 202-379-2239 or smuehlbauer@cfpboard.org.

Having trouble viewing this video? View this video in an alternate format.

Download the webinar presentation (PDF, 181KB)

Recorded Webinar for Participating Registered Programs: April 29, 2014
The Spring 2014 Update webinar for Registered Programs included discussion of ways in which Registered Programs can prepare for the upcoming Firms’ Night at the 2014 CFP Board Registered Program Conference. Dr. Chaffin also presented new data and updates on current academic initiatives.

View the recorded webinar
Download the CFP Board-Registered Programs Spring 2014 Update presentation (PDF, 116KB)

Graduate Research Posters

The 2014 CFP Board Registered Program Conference featured a research poster session for graduate students (both master's and doctoral) to share their unpublished research and studies. Poster session proposals explore one or more areas related to the personal financial planning profession. 

Research Poster Titles:

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.