March 2014 - Registered Program Newsletter

For Education Partners


March 2014 - Registered Program Newsletter

March 2014

Dear Colleagues,

Greetings. I hope this message finds you well and in the midst of a rewarding term. It already has been a rewarding year, from the launch of some new Registered Programs to our recent academic initiatives announcement which is included in this newsletter. The new process of program self-assessment has helped faculty and administrators find new 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 webinars with administrators and encourage colleagues to join our mailing list. I hope you plan to join us for the Registered Program Conference here in Washington, DC in August. The new Firms’ Night at the conference will be an exciting way for registered programs and firms to partner as they prepare and ultimately hire new, current, and prospective CFP® professionals. 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.

Very Truly Yours,

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

News Release: CFP Board Announces Suite of Academic Initiatives to Advance the Financial Planning Profession

On March 13, 2014, CFP Board announced a suite of initiatives – a new study of center for financial planning, Ph.D. program and academic journal collaboration – that will bolster the academic underpinnings of financial planning as a profession; provide new opportunities for research and teaching; and enhance the quality of financial advice to the public.  Read the full news release >.


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




Registration is now open for the 2014 CFP Board Registered Program Conference, with a discounted early bird rate for those who register by April 15. Learn more and register to attend >

Call for Presentation Proposals

This year’s theme – Awareness; Education; Induction – will be 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. Subject matter experts and researchers are encouraged to submit proposals that focus on furthering the discipline and enriching current practice.

CFP Board is now accepting proposals for presentations through April 30, 2014.

Download the Call for Proposals (PDF, 93 KB)

Call for Graduate Research Posters

The 2014 CFP Board Registered Programs Conference will feature a research poster session for graduate students (both master's and doctoral) to share their unpublished research and studies. Poster session proposals related to theses, dissertations, best practices, or position viewpoints exploring one or more areas related to the personal financial planning profession are welcome.

CFP Board is now accepting proposals for graduate research posters through April 30, 2014.

Download the Call for Posters (PDF, 58 KB)

Firms' Night Overview Webinar

Representatives of firms are invited to join us Wednesday, April 9, 2014 at 1:00 p.m. (Eastern) for this webinar, during which Dr. Chaffin and CFP Board’s Director of Firm Relations, Joseph V. Maugeri, CFP®, will describe the upcoming Firms’ Night at the CFP Board Registered Program Conference as well as potential avenues for firms to engage Registered Programs regarding partnership opportunities. This webinar is exclusively for firms who are participating in Firms’ Night.  .

Register to attend >

Spring 2014 Registered Programs Webinar

Join us Tuesday, April 29, 2014 at 1:00 p.m. (Eastern) for our spring update webinar for Registered Programs. This webinar will focus on an update regarding a number of CFP Board initiatives and program evaluation data as well as the upcoming CFP Board Registered Program Conference, including the newly added Firm’s Night. Firms’ Night will bring together a variety of Financial Planning Firms and CFP Board Registered Programs to discuss potential avenues for collaboration. Any registered program faculty, program director, and college/university administrator who is interested in developing relationships with industry should plan on attending this webinar, as well as the 2014 Registered Program Conference.

Register to attend >

Special Exam Offer to Graduates of Degree Programs

CFP Board is pleased to announce a special $99 registration fee for the July 18-19, 2014 CFP® exam.

This special price – a substantial savings off the standard $595 registration fee – is available to graduates of degree programs of our registered education providers.

The registration deadline for the July exam is June 10. In order to take advantage of this offer, candidates will need to create or log into their CFP Board account at There they will see the opportunity to register for the July exam at this special price. Note that if a registrant withdraws from the exam, CFP Board's standard withdrawal policy will apply.

This special fee cannot be used to register for a future exam. Candidates with questions about the offer can contact CFP Board Stakeholder Services at 800-487-1497 or

New CFP® Certification Exam Fee Scholarship Program

A new scholarship program for prospective CFP® professionals has been announced by New Planner Recruiting, which will award three $600 scholarships in 2014 to cover the cost of taking the CFP® exam. Candidates must be currently enrolled in a CFP Board Registered Degree Program or have recently completed one, fill out an application for the scholarship itself demonstrating academic and personal accomplishments (along with a copy of transcript and two letters of recommendation), and sit for and pass the CFP® exam prior to December 31, 2015. The $600 scholarship will be paid to winning candidates upon proof that they successfully passed the CFP® exam.

Those interested in pursuing the scholarship can see further details and apply by going to

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