May 2016 - Registered Program Newsletter | CFP Board

For Education Partners


May 2016 - Registered Program Newsletter

Dear Colleagues,

Greetings. I hope this message finds you well, whether in the final stretch of your semester or quarter, or beginning a new term with advisors aspiring to become CFP® professionals. It is an exciting season here, from beginning new initiatives within the Center for Financial Planning’s Academic Home to welcoming many great institutions into our network that now house new CFP Board Registered Programs. I urge you and each of your colleagues at your institution to stay in-touch as we move into this next quarter. Share our newsletters and recorded webinars with education administrators and encourage your colleagues to join our mailing list.

I hope you plan to join us in February 2017 for our inaugural Academic Research Colloquium for Financial Planning and Related Disciplines as well as the 2017 CFP Board Registered Program Conference.  These important events will be held back-to-back here in Washington, DC, on February 7-10, 2017. (Please note that there will not be a CFP Board Registered Program Conference in 2016.)

CFP Board has a vested interest in the success of your program so please contact us if you have any questions or want to discuss short and long-term strategies 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.

Very Truly Yours,

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

CFP Board – Columbia University Teaching Program

CFP Board Center for Financial Planning announced a collaboration with Columbia University School of Professional Studies in developing a five-day Teaching Program for faculty who teach in a CFP Board Registered Program or CFP® professionals looking to become adjunct or full-time instructors.

This weeklong, experience-based program will focus on both financial planning content as well as basic instructional design, using learning objectives, student assessment, and avenues of bringing experiential learning into the classroom or online learning platform. Faculty within finance and accounting, CFP® professionals hoping to begin a full or part-time career teaching in a CFP Board Registered Program, current faculty within all CFP Board Registered Programs, and doctoral students aspiring to begin a career preparing the next generation of CFP® professionals are invited to participate.

This non-credit program will take place August 2016 on campus at Columbia University in New York, NY. More information regarding the program and registration can be found here

Recent Webinars

On April 26, 2016, CFP Board and the Center for Financial Planning Academic Home conducted two important webinars.

  • Academic Research Colloquium Webinar: Dr. Charles Chaffin presented on the recently announced Academic Research Colloquium for Financial Planning and related disciplines, the planned academic journal and other initiatives designed to further teaching and research in financial planning.  View the recording of this webinar >
  • Spring 2016 Updates: Dr. Chaffin also presented the Spring 2016 CFP Board Registered Programs Update where he reported on the latest news for directors and faculty of CFP Board-Registered Programs, including a review of Registered Program requirements and current initiatives.  View the recording of this webinar >

2017 Academic Research Colloquium / 2017 CFP Board Registered Program Conference

The next CFP Board Registered Program Conference will be held in conjunction with the 2017 Academic Research Colloquium for Financial Planning and Related Disciplines so that attendees can participate in both events during the same week with the same travel schedule. Both programs will be held in Washington D.C., at the Renaissance Arlington Capital View Hotel in Arlington, Virginia.

Academic Research Colloquium

The Academic Research Colloquium for Financial Planning and Related Disciplines will be held February 7-9, 2017, and will feature paper presentations; invited speakers; interviews for open financial planning faculty positions; and a special focus on poster/concurrent sessions for doctoral students within financial planning programs as well as related research areas.

CFP Board Registered Program Conference

The CFP Board Registered Program Conference will be held February 9-10, 2017, directly following the inaugural Academic Research Colloquium for Financial Planning and Related Disciplines. This year’s theme, Bringing Practice to Theory, 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.

Register today for both conferences to get a special early bird rate!

Call for Papers: 2017 Academic Research Colloquium

The Academic Research Colloquium for Financial Planning and Related Disciplines is designed to showcase rigorous, relevant research within financial planning as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.

The review committee welcomes papers and posters relating directly or indirectly to financial planning practice or the financial planning body of knowledge to be featured during the conference.

Download the full Call for Papers and Posters >

Individuals who did not submit an Expression of Interest are still welcome to submit their research for consideration.  The submission deadline for papers and abstracts is August 31, 2016.

Best Paper Awards

There will be opportunities for both Best Paper Awards and Student Best Paper Awards. More information will be provided later in 2016 but before the final paper submission deadline.

Education Verifications

Reminder: The Education Verification Deadline for the July 2016 CFP® exam is June 28, 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 July.

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.

Contact Information
If you know of any faculty and/or staff who should receive relevant updates and news from CFP Board, please send their contact information (job title, email, phone, etc.) to us at:

July 2016 CFP® Exam

The next CFP® exam testing window is July 26 - 30, 2016, and registration is now open. After launching and receiving positive feedback, CFP Board’s new pricing structure has been established and will continue to better assist registrants schedule their exam appointment at their preferred testing location.

Registering early will enable candidates to save up to $200 and have more time to adequately prepare for the exam. Here are the important deadlines for the July 2016 CFP® exam:

  • May 31, 2016: Early Bird Registration Deadline (Registration fee: $595)
  • June 28, 2016: Regular Registration Deadline (Registration fee: $695)
  • July 12, 2016: Extended Registration Deadline (Registration fee: $795)

To apply for the CFP® exam, visit

To find the closest Prometric testing site to your institution, click here.

CFP Board Career Center

As graduation approaches, please refer your students to the Career Center website to post their resumes, apply for jobs and internships, and use our growing collection of career development resources and information relating to the financial planning field. Visit the CFP Board Career Center at:


The CFP Board Center for Financial Planning, in conjunction with Bridgewater Advisors, Inc. and the family of Milton Stern, is pleased to announce the Milton Stern Scholars Fund (MSSF) scholarship for those seeking CFP® certification. The MSSF is focused on providing financial assistance to individuals who:

  • Have earned an undergraduate degree, and wish to pursue the CERTIFIED FINANCIAL PLANNER™ certification through a Certificate Program at a CFP Board Registered Program
  • Are residents of New York, Connecticut or New Jersey
  • Are applicants regardless of age, race, gender, religion, or sexual orientation
  • Demonstrate a need for financial assistance
  • To apply for the MSSF, potential applicants should visit Applications will be accepted on a rolling basis. The first awards are expected to be made for the fall 2016 semester.

Any questions about the MSSF may be directed to CFP Board's Dr. Lisa Andrews at or 202-379-2213.

2016 Financial Planning Challenge

CFP Board is pleased to once again partner with the Financial Planning Association® (FPA®) and Ameriprise Financial to host the 2016 Financial Planning Challenge.

The Financial Planning Challenge is a competition created to support the next generation of financial planners by: engaging students and academic advisors in the financial planning community; raising awareness of career opportunities; and encouraging learning and networking in the financial planning profession. The competition criteria have been developed in part to illustrate potential avenues for satisfying the CFP Board Financial Plan Development Course requirements to both students and faculty.

Schools are encouraged to put forward teams to compete in the 2016 Financial Planning Challenge. This distinctive competition is designed exclusively for undergraduate degree programs registered with CFP Board, or related fields of study. In this challenge, teams compete to advance through three phases:

Phase 1: Written Financial Planning Case Study
Phase 2: Financial Planning Case Study Presentation
Phase 3: “How Do You Know?” Challenge, a game-show style challenge

In the first phase of the competition all student teams will be given profiles for two hypothetical clients and must prepare a comprehensive financial plan.

After the first phase is judged and awarded, the top eight teams will advance to the next phases of the competition to be held in conjunction with FPA BE 2016 in Baltimore, MD from September 14-16, 2016.

All teams must orally present their case studies to a panel of judges and participate in the "How Do You Know?" Challenge.

The top three winning teams will be awarded a monetary scholarship for their school.

For more information, please visit the Financial Planning Challenge website here.

CFP Board Experience Requirement

Do your students have questions regarding fulfillment of the CFP Board Experience requirement? There are many ways to attain this experience and CFP Board recently created a video outlining these steps and different paths required for CFP® certification.

View the new video >

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