CFP Board Center for Financial Planning to Collaborate with Columbia’s School of Professional Studies to offer Financial Planning Teaching Program

Categories: Press Release

The CFP Board Center for Financial Planning today announced a collaboration with Columbia School of Professional Studies to offer a five-day teaching certificate, starting in August, 2016.

The classroom-based program is designed for faculty who teach finance and/or accounting as well as for CFP® professionals who desire to become adjunct faculty in a CFP Board Registered Program. This new, experience-based, professional development opportunity leverages the combined expertise in financial planning and innovative teaching and learning practices established through the partnership between CFP Board’s Center for Financial Planning and Columbia University School of Professional Studies.

“The CFP Board Center for Financial Planning is pleased to offer this Teaching Program in collaboration with such a respected partner in the Columbia University School of Professional Studies,” said Charles Chaffin, Ed.D., Director of Academic Home, CFP Board Center for Financial Planning and leader of the teaching program. “We envision this program as helping current or prospective faculty, regardless of program type or delivery method, learn how to sharpen their teaching ability within the classroom and online learning platform, and gain a library of teaching resources that will enhance instruction back at their college or university.”

The 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 in this intensive workshop this summer on the Columbia campus in New York, NY.

“We are proud to partner with CFP Board in this financial planning workshop, the first of many programs addressing the market needs in wealth management,” said Jason Wingard, PhD, Dean of the School of Professional Studies.  “Wealth management is a burgeoning field, undergoing significant disruption. Columbia University’s School of Professional Studies is excited to be working at the forefront of these changes with CFP Board’s Center for Financial Planning and driving educational innovation for teachers in financial planning.”

The five-day workshop will feature master teachers presenting innovative approaches to facilitating student achievement relative to CFP Board principal topics and learning objectives, as well as exposure to innovative avenues for registered program leadership.

Interested parties can sign-up here for additional details and registration information.

As the Lead Founding Sponsor of the Center for Financial Planning, TD Ameritrade Institutional* is supporting the Teaching Program and other important Center initiatives.


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 74,000 individuals to use these marks in the U.S.


The CFP Board Center for Financial Planning seeks to build capacity for the financial planning profession by creating a sustainable supply of new and more diverse financial planners to replace the retiring workforce, and by building an academic home that offers opportunities for conducting and publishing new research, adding to the financial planning body of knowledge. More about the Center and its initiatives can be found at


Millions of investors and independent registered investment advisors have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people and education to help make investing and trading easier to understand and do. TD Ameritrade has time and again been recognized as a leader in investment services. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how, bringing Wall Street to Main Street for more than 40 years. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC .

*TD Ameritrade Institutional is a division of TD Ameritrade, Inc.

CONTACT: Dan Drummond, Director of External Communications, CFP Board’s Center for Financial Planning and CFP Board P: 202-379-2252 M: 202-243-8621 E: Twitter: @cfpboardmedia