Financial Planning Educators to Gather for CFP Board’s Registered Program Conference

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Financial Planning Educators to Gather for CFP Board’s Registered Program Conference

Jul 30, 2013

Financial planning educators from across the country will gather August 8-9 in Washington, D.C., to exchange ideas and resources for preparing students for successful financial planning careers at Certified Financial Planner Board of Standards, Inc.’s (CFP Board) Registered Program Conference.

The conference provides financial planning education faculty and program directors with a forum for sharing best practices and key research. Attendees will also experience valuable networking opportunities with CFP Board and each other, as well as learn about CFP Board’s commitment to partnerships. The conference will also offer a research poster session for doctoral students to showcase their research exploring areas related to the personal financial planning profession.

“Financial planning is increasingly a career in demand, making the need for top-notch financial planning education all the more important,” said CFP Board CEO Kevin R. Keller, CAE. “This conference will allow educators to enrich their curriculum and better equip the next generation of financial planners.” 

The theme of this year’s conference is “Pathway to CFP® Certification: Building Theory, Enriching Practice.” The speaker lineup includes two dozen educators at higher institutions from around the country, representing a variety of online and classroom-based certificate, baccalaureate, master’s, and doctoral programs. They will present on numerous financial planning subject areas and discuss ways to engage students within the classroom and in online learning platforms, as well as facilitate students’ pathway towards CFP® certification.

To achieve CFP® certification, a series of qualifications known as the “4 Es” must be met – education, ethics, experience and exam. Candidates for CFP® certification need to have a bachelor’s degree, sit for the CFP®
exam and, once a CFP® professional, earn continuing education credits. Education programs are taught as stand-alone programs or part of receiving a baccalaureate or master’s degree. CFP Board partners with 340 programs at 213 institutions.

“More and more higher learning institutions are making financial planning education a key part of their course offerings, and curricula are evolving to prepare future financial planners to meet the growing needs of clients,” said Dr. Charles Chaffin, CFP Board’s Director of Academic Programs and Initiatives and one of the conference’s  speakers. “Attendees will hear about ideas and the latest research from many educators in the industry.”

Those interested in attending the conference, which will be held at The Mayflower Renaissance, 1127 Connecticut Avenue N.W. in Washington, D.C., can register at the 2013 Registered Programs Conference page. For more information, contact the Education Department at

Media interested in attending should contact Dan Drummond, Director of Public Relations, at or 202-379-2252 or Jessica Lewis, Communications Specialist, at or 202-379-2256.


The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) 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 68,000 individuals to use these marks in the U.S.


CONTACT: Dan Drummond, Director of Public Relations P: 202-379-2252 M: 202-550-4372 E: Twitter: @cfpboardmedia

Jessica Lewis, Communications Specialist P: 202-379-2256 M: 202-550-8259 E:

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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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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.
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