CFP Board and FPA to Co-sponsor 2007 Program Directors Conference

News & Events


Latest News

CFP Board and FPA to Co-sponsor 2007 Program Directors Conference

Jan 11, 2007

Conference to be Held in Conjunction with FPA Annual Conference

DENVER, January 10, 2007 - CFP Board and the Financial Planning Association® (FPA®) recently announced a joint effort to host the 2007 Program Directors Conference in conjunction with FPA’s 2007 annual conference in Seattle, Wash. September 8-11. The Program Directors Conference will be held as a pre-conference event September 7-8. For the past 14 years, CFP Board has held an annual Program Directors Conference for directors of CFP Board-Registered Programs that provide the educational courses preparing individuals for CFP® certification.

“We are partnering with FPA to provide program directors with a larger-scale conference, increased support, a wider variety of subjects and interaction with other facets of the financial planning community,” said Karen P. Schaeffer, CFP®, Chair of CFP Board’s Board of Directors. “The co-sponsored event will provide educators with what they’ve come to expect from a Program Directors Conference – the opportunity to interact with the leaders in financial planning education, exchange information on best practices and continue discussions with the standard-setting organization, CFP Board.”

“We are thrilled to co-sponsor this event for program directors with CFP Board,” said FPA Executive Director/CEO Marvin W. Tuttle, Jr., CAE. “Our annual conference is the gathering of the global financial planning community. Our hope is that by holding this event in conjunction with our annual conference educators will have the opportunity to connect with industry leaders and the larger financial planning community.”

The mission of Certified Financial Planner Board of Standards Inc. is to help people benefit from competent, professional and ethical financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 53,000 individuals to use these marks in the United States.

The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.

Based in Denver, Colo., FPA has over 100 chapters throughout the country representing more than 28,000 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning and advances the financial planning profession. For more information about FPA, visit or call 800.322.4237.

The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.

# # #

Speaker's Bureau
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.

Did You Know?

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.