CFP Board Registered Program Update

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CFP Board Registered Program Update

Oct 18, 2012

Dear Education Partners,

I hope this email finds you in the midst of a successful year of teaching and learning. I would like to invite you to attend a webinar related to CFP Board-Registered Program renewals for 2013, and request your assistance in helping CFP Board enhance the support we can provide to student recruitment and retention at your Registered Program.

Registered Program Fall 2012 Update Webinar

Join me for a webinar on Tuesday, November 13 at 2:00 PM EDT outlining changes to the Registered Program Annual Renewal process for 2013.

To register to join us, click the button above or visit:

For those of you not able to attend the live webinar, a recorded version will be available approximately one week after the live presentation.

Student Recruitment and Retention

CFP Board is interested in assisting with student recruitment and retention in registered programs. Please consider providing us with the contact information of career center or marketing contacts at your college/university. This information will help CFP Board in sending resources for student recruitment directly to the individuals who can help further your program enrollment. The submission of this information is entirely voluntary.

If you choose to do so, please download and complete the form available at and send it to us at


Dr. Charles R. Chaffin
Manager, Academic Programs
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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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