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“The speakers were very interesting, and I felt I learned a lot from them sharing their years of experience with us. It definitely jump-started a teaching career for someone with little experience in academia. The class was also an excellent networking opportunity. Highly recommended.”

Lillian Padula-Coscia, CFP®

The CFP Board Center for Financial Planning and the Columbia University School of Professional Studies are pleased to offer the Financial Planning Teaching Seminar that provides training to individuals who are interested in becoming full-time or part-time faculty in a CFP Board Registered Program.

The experience-based program focuses 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.

Participants may include:

  • 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
  • Doctoral students aspiring to begin a career preparing the next generation of CFP® professionals
 
The Financial Planning Teaching Seminar

The Teaching Seminar presents current and prospective faculty with a wonderful opportunity to sharpen their teaching abilities. It also provides access to a library of teaching resources that will enhance instruction back at their colleges or universities. Completion of the Teaching Seminar is not a requirement for faculty at CFP Board Registered Programs.

This year, the program will be offered online over 5 weeks, November 17 – December 13, 2021 so working planners and faculty members can participate without much intrusion to their schedule.

Register for the seminar

Graduates of the Financial Planning Teaching Seminar have the opportunity to submit their resume/CV if they are interested in being considered for a teaching position within a college or university. Resumes/CVs should be submitted to contacting TeachingSeminar@CFPBoard.org. Resumes of graduates will be shared with CFP Board Registered Programs interested in hiring full-time or part-time faculty. The CFP Board Center for Financial Planning and Columbia University School of Professional Studies are not part of the hiring process for any faculty.

 

2021 Class Schedule

Wednesday November 17  12 noon - 2pm EST Program Opening/Fundamentals of Teaching and Learning
Friday November 19 12 noon - 2pm EST  Insurance/Capstone Course
Monday November 22  12 noon - 1pm EST Open Office Hour
Monday November 29  12 noon - 2pm EST Retirement Planning/Estate Planning 
Wednesday December 1  12 noon - 2pm EST Investments
Friday December 1  12 noon - 2pm EST Tax Planning
Monday December 6  12 noon - 1pm EST Open Office Hour
Wednesday December 8  12 noon - 2pm EST Breakout Teaching Demonstrations - Estate Planning, Retirement Planning, Investments 
Friday December 10  12 noon - 2pm EST Breakout Teaching Demonstrations - Tax Planning, Capstone, Insurance
Monday December 13  12 noon - 2pm EST Teaching Philosophies/Program Close

 

 

financial planning teaching seminar overview