2015 Session Descriptions

For Education Partners


2015 Session Descriptions

Session descriptions for the 2015 Registered Program Conference are being updated regularly. Be sure to check back on this page for updates.

Thursday, August 6, 2:00 - 5:00 p.m.

Registered Programs-Firms Meetings

Meetings will be scheduled by CFP Board based on preferences of firms and Registered Programs. Each firm will be assigned a booth(s) to use for meetings held during the 2:00 - 5:00 p.m. window. Each firm will meet with representatives from 6-10 Registered Programs.

Thursday, August 6, 5:15 - 6:15 p.m.

Registration Criteria, CCI Reports, and Program Sustainability

Dr. Chaffin will discuss a variety of initiatives related to CFP Board Registered Programs, including self-assessment data related to registration renewal, Certification Completion Initiative Institutional Reports, and avenues for improving student achievement and program sustainability for all program types and delivery methods.

Friday, August 7, 8:00 - 9:00 a.m.

Concurrent Sessions

Retention Project

This session will focus on the multi-year retention project between The American College, College for Financial Planning, Kaplan, and CFP Board. This effort has focused upon identifying avenues for improving student completion within the certificate programs at these three institutions. The panel will also present the findings of a study that focused upon students who have not completed their programs with the objective of broader implications to both certificate as well as degree programs.

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

Moderated by CFP Board’s Managing Director of Marketing and Corporate Relations, Joseph Maugeri, CFP®, this panel will host the leaders of several Registered Programs and discuss the opportunities firms have to leverage CFP Board’s Registered Programs for high quality talent.

Friday, August 7, 9:15 – 10:00 a.m. 

Session with CFP Board’s Leadership

CFP Board’s CEO, Kevin Keller, and board chair, Rich Rojeck, CFP® will share thoughts on the important partnership between CFP Board and our CFP Board Registered Programs, highlighting opportunities to achieve specific outcomes that will further our shared goals of preparing the next generation of CFP® professionals and establishing financial planning as a recognized profession.

Friday, August 7, 10:15 – 11:00 a.m. 

Opportunity in the Marketplace

This panel discussion will involve representatives from several firms, representing various business models present in today’s marketplace. Moderated by John Loper, CFP®, CFP Board’s Director of Corporate Relations, the discussion will center on how the business models differ, as well as the opportunities firms provide to graduates joining the industry. 

Friday, August 7, 1:15 – 2:00pm 

Concurrent Sessions

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

In this presentation, an update on the 2015 Job-Task Analysis (JTA) will be provided, highlighting the process followed to complete the JTA and key outcomes. Information will be presented on the process used to develop new examination content for the CFP® Certification Examination, in light of the changes from the JTA. Key item development principles will be outlined, from item-writing procedures, including examples of different types of items, to item analysis and item banking.

Hosting a Financial Planning Career Day

In January 2015, Saint Joseph’s University and the Financial Planning Association (FPA) Philadelphia Tri-State Area chapter hosted the first Financial Planning Career Day in Philadelphia. Over 50 students and career changers interviewed with nearly 20 firms for both full-time and internship positions. Financial planning students from programs across the region attended to meet with practitioners and to interview for internships and entry-level positions. Students also received career advice about preparing for and entering the profession.

Not only do students benefit from a Career Day, hosting a Career Day is also a fantastic way to raise the profile of the financial planning program on campus, generate buzz about financial planning throughout the community, and raise awareness of the financial planning program among firms who are looking for young talent. Many financial planning firms have a small staff and hire infrequently and/or in small numbers. In addition, they are looking for students with specialized knowledge, so traditional campus Career Fairs are not an effective way for them to meet financial planning students.

Firms Only Session: Best Practices in Career Pathing

Moderated by John Loper, CFP®, CFP Board’s Director of Corporate Relations, this session will take a closer look at some of the industry’s best practices in career pathing.

Friday, August 7, 2:15 - 3:00 p.m.

Concurrent Sessions

FPA Student Program: Building the Foundation for Future Leaders

The future rests with new planners coming into the profession and to those providing resources and programming to help them jump-start and advance in their careers. The Financial Planning Association® (FPA®) is committed to help shape this future. FPA will share ideas on opportunities to prepare the next generation of financial planners through diverse education, relationship building and volunteer opportunities. In addition, Virginia Tech will provide best practices and tips on working with FPA to help your students succeed.

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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.