2015 Conference

For Education Partners


2015 Conference

CFP Board Registered Program Conference

Capital Hilton – Washington, DC – August 6-7, 2015 

Building Capacity for the Future

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.

The 2015 CFP Board Registered Program Conference, was held August 6-7, 2015, at the Capital Hilton in Washington, DC.The theme, Building Capacity for the Future, 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.

View/Download the Conference Agenda (PDF, 60 KB)

Thursday, August 6
2:00–5:00 p.m.

Registered Programs—Firms Meetings

Interactive Career Center Lab

*Each attendee will have an individualized schedule that will include both exhibit time as well as time with Career Center Lab

5:15–6:15 p.m.

General Session

Registration Criteria, CCI Reports, and Program Sustainability

Dr. Charles Chaffin
CFP Board
6:15–7:30 p.m.


Friday, August 7
7:00–8:00 a.m. Breakfast
8:00–9:00 a.m.

Concurrent Sessions

Retention Project

Dr. Charles Chaffin
CFP Board

Jason G. Hovde, CFP® 
College for Financial Planning
Dr. Walt Woerheide, CFP®
The American College
Joyce Schnur, CFP®
Kaplan School of Continuing and Professional Education

Firms Only Session: Ways to Leverage CFP Board’s Partnerships with Registered Programs

Dr. John Grable, CFP®
University of Georgia
Kathy Oakley, CFP®
Rice University
Harry Starn, Jr., CFP®
California Lutheran University
9:15–10:00 a.m.

General Session

Session with CFP Board’s Leadership

Richard P. Rojeck, CFP®
2015 Chair, CFP Board's Board of Directors
Kevin R. Keller
CEO, CFP Board
10:15–11:00 a.m.

General Session

Opportunity in the Marketplace

John Loper, CFP®
CFP Board
Jennifer Phillips
Matt Ransom, CFP®
Raymond James
Jeff Wood
Bank of America, Merrill Lynch
11:15–12:00 p.m.

General Session

Academic Initiatives



1:15–2:00 p.m.

Concurrent Sessions

CFP® Certification Examination Updates: Job-Task Analysis, Exam Development, and Computer-Based Testing

Dr. Isabelle Gonthier
CFP Board

Hosting a Financial Planning Career Day

Dr. Benjamin Cummings, CFP®
Saint Joseph’s University

Firms Only Session: Best Practices in Career Pathing

Scott Allison, CFP®
Mark Craig
Charles Schwab
Matt Doran, CFP®
Edward Jones
2:15–3:00 p.m.

Concurrent Sessions

FPA Student Program: Building the Foundation for Future Leaders

Dr. Martha Alexander
Financial Planning Association
Derek Klock
Virginia Tech

Top Ten Tips for Building Capacity in the Financial Planning Profession

Dr. Vicki Hampton, CFP®
Texas Tech University

Improving your Certification Completion Initiative (CCI) Reports

Dr. Kristine Beck
California State University-Northridge
Rich Burnes
UCLA Extension
Dr. Ruth Lytton
Virginia Tech
Stephen Wetzel, CFP®
New York University

Firms Only Session: Best Practices in Recruiting

Dr. Lisa Andrews
CFP Board
Shannon Carlson
Financial Finesse
Nilesh Parikh
Joseph Maugeri, CFP®
CFP Board
3:15–4:00 p.m.

Concurrent Sessions

Assurance of Learning Across the Curriculum

Dr. Benjamin Cummings, CFP®
Saint Joseph’s University

Best Practices in “Personal Finance 101: The Gateway Course to the Profession”

Andrew Head, CFP®
Western Kentucky University
Suzanne M. Gradisher
University of Akron

“The next generation: what can we do to help?” – Conversations with young Fee-Only Advisors, current students, Fee-Only principals, and Program Directors whom teach the Fee-Only option to their students

Dr. Ann Coulson, CFP®
Kansas State University
Sue Slowinski, CFP®

Firms - Registered Programs Meetings

Given the overwhelming popularity of last year's Firms' Night, this year’s conference will provide expanded opportunities for discussions between financial firm representatives and representatives of registered programs.  The scheduled meetings will allow firms and registered programs to discuss ways to partner in strengthening the talent pipeline and supporting students, firms, and our college university partners.  The meetings will be scheduled between 2:00 - 5:00 p.m. on Thursday, August 6, and will be arranged by CFP Board based on preferences submitted by the registered programs and financial firms.  Registered programs and firms will be asked to select their meeting preferences in early July.  Registered Program attendees should register for the conference soon to secure a better chance at meetings with your top preferences.

Firms interested in attending the Registered Program Conference and participating in the scheduled meetings should contact Sara Muehlbauer at SMuehlbauer@CFPBoard.org or 202-379-2239.

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 the 2015 conference may contact Kristen Russi at krussi@cfpboard.org or 202-379-2257.

Join the Conversation

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

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

Follow CFP Board on Facebook

Follow CFP Board on Twitter

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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.