December 2015 - Registered Program Newsletter

For Education Partners


December 2015 - Registered Program Newsletter

Dear Colleagues,

Greetings. I hope this message finds you well and nearing the end of a rewarding term. It has been a rewarding year, from the launch of the Center for Financial Planning to our announcement regarding some new and exciting academic initiatives at CFP Board. The new process of program self-assessment has helped faculty and administrators find different ways to engage and educate our future CFP® professionals. As we move forward, I urge you and each of your colleagues at your institution to stay in-touch in the coming weeks and months ahead. Share our newsletters and recorded webinars with administrators and encourage colleagues to join our mailing list. I hope you plan to join us for the next Registered Program Conference here in Washington, DC in February 2017. CFP Board has a vested interest in the success of your program so contact us if you have any questions or want to discuss short and long-term strategy relative to your program. Most importantly, CFP Board is grateful for each of our education partnerships and our rewarding collaboration with faculty, program directors, and college/university administrators as we work to prepare future CFP® professionals. Best wishes for a happy and healthy holiday season, and I look forward to working with you in 2016.

Very Truly Yours,

Charles R. Chaffin, Ed.D.
Director of Academic Programs and Initiatives
CFP Board

Center for Financial Planning

On November 18, 2015, in New York City, CFP Board held an event marking the launch of CFP Board's Center for Financial Planning, a groundbreaking new effort to address the challenges currently confronting the financial planning profession. Sessions from the event were streamed via a live webcast, and recordings from the webcast are now available for on-demand viewing on the Center website. Sessions available for on-demand viewing include:
  • Introductory remarks by Rich Rojeck, CFP®, 2015 Chair of CFP Board's Board of Directors
  • An Introduction to the Center for Financial Planning by Kevin Keller, CEO of CFP Board
  • A Keynote Presentation by Tom Nally, President of TD Ameritrade Institutional, the Center's Lead Founding Sponsor
  • A Panel Discussion on Workforce Development and Diversity
  • A Panel Discussion on the Profession's Academic Home and Body of Knowledge

The Center for Financial Planning is committed to taking a research-based and solutions-oriented approach to building a 21st century financial planner workforce that can meet Americans' growing need for competent, ethical financial advice. It will leverage our profession's collective resources to attract and develop the next generation of financial planning professionals, foster greater diversity within the financial planning workforce, and establish an academic home for faculty in our profession and related disciplines.

To learn more about how you can become involved with the Center and help advance its mission in a meaningful way, visit the Center's website,

CFP Board Registered Programs Fall 2015 Update Webinar

In early November, Dr. Charles Chaffin, CFP Board's Director of Academic Programs and Initiatives, presented the latest updates for directors and faculty of CFP Board-Registered Programs, including a review of Registered Program requirements and new initiatives during his Fall, 2015 update.

Topics addressed include:

  • CFP Board Registered Program statistics
  • New Baccalaureate, Certificate and Graduate Programs
  • CFP Board Registered Program Graduation Submissions
  • Retention
  • CFP Board Center for Financial Planning
  • Certification Completion Initiative (CCI) Reports

To view this webinar or to download the presentation slides, please visit our website at:

Career Center: Free Postings for Faculty and Internships

CFP Board is now offering complimentary postings for faculty positions within CFP Board Registered Programs. If your institution would like to advertise an open position:

  1. Please visit the CFP Board Career Center at:
  2. Select the "Single 30-Day Online Job Posting Package"
  3. Enter the promo code, FACULTY15 at checkout in order to take advantage of this opportunity.

In addition, listing for internships are free to post through December 31, 2015.  To post your internship position, select the "Single 90-Day Internship Listing" option at

Encourage your students and graduates to visit the CFP Board Career Center. Students and graduates of financial planning programs can access this FREE online resource that connects them to job postings and internship opportunities, as well as a wealth of career development resources and information relating to the financial planning field. Visit the CFP Board Career Center at

2017 CFP Board Registered Program Conference

The next CFP Board Registered Program Conference will take place in February 2017 in Washington, DC. Details regarding the next conference will be coming soon.

Academic Research Colloquium for Financial Planning and Related Disciplines

As part of the CFP Board Center for Financial Planning, the 2017 Academic Research Colloquium for Financial Planning and Related Disciplines will be held in Washington, DC in February 2017. This research conference will bring researchers from around the world and financial planning and a variety of related disciplines such as behavioral finance, sociology, psychology, and many more and will be held adjacent to the CFP Board Registered Program Conference so that attendees can participate in both events during the same week with the same travel schedule. The Call for Papers will be disseminated in early 2016.

2016 Updates to CFP® Exam

The next CFP® exam testing window is March 15 - March 19, 2016, and registration is now open. With the March 2016 CFP® exam, CFP Board will begin testing the updated Principal Topics List resulting from the findings of CFP Board's 2015 Job Task Analysis, and a new pricing structure has been introduced that will better assist registrants schedule their exam appointment at their preferred testing location.

If your students register early, they can save up to $200 and have more time to adequately prepare for the exam. Here are the important deadlines for the March 2016 CFP® exam:

  • January 19, 2016: Early Bird Registration Deadline (Registration fee: $595)
  • February 16, 2016: Regular Registration Deadline (Registration fee: $695)
  • March 1, 2016: Extended Registration Deadline (Registration fee: $795)

To apply for the CFP® exam, visit

Important Change in Exam Results Delivery for the March 2016 CFP® Exam

For the March 2016 CFP® exam only, preliminary exam result reports will not be provided to examinees at the testing site. The official result letter will be distributed to examinees approximately three weeks after the close of the March 2016 testing window.

CFP Board is conducting a passing standard study with the March 2016 CFP® exam. In alignment with certification best practices, a passing standard study is conducted whenever a new exam blueprint is introduced, to establish a cut score for passing the exam. The study will allow CFP Board to review the impact of the new passing standard based on the exam results prior to releasing final results.

Education Verification Deadline

Reminder: The Education Verification Deadline for the March 2016 CFP® exam is February 16, 2016

A list of those who have completed your CFP Board Registered Program(s) must be submitted using the CFP Board Education Verification System. Uploads to the Education Verification System can be made at CFP Board is encouraging all of its programs to submit names as early as possible so individuals are aware of their status and can move forward with the exam registration process in March.

It is important that the upload process is completed in a timely fashion as data uploaded through the Education Verification System appear on the next month's CCI reports.

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