Video recording from the historic launch of the CFP Board Center for Financial Planning at a November 18, 2015 event in New York City is available below. The agenda included an introduction to the Center, including a presentation by TD Ameritrade Institutional, Center’s Lead Founding Sponsor, and engaging panel discussions on Workforce Development & Diversity and the Academic Home & Body of Knowledge.
Access each video using the links below.
- Welcome Remarks
- Introduction to the Center
- Keynote Presentation
- Workforce Development & Diversity Panel
- Academic Home & Body of Knowledge Panel
Rich Rojeck, CFP®, 2015 Chair of CFP Board, welcomes attendees and provides introductory remarks.
Introduction to the Center
Kevin Keller, CEO of CFP Board, discusses workforce development challenges facing the financial planning profession, ways the CFP Board Center for Financial Planning will work to address them and provides an introduction to the Center.
Tom Nally, President of TD Ameritrade Institutional, delivers a keynote presentation. As the Lead Founding Sponsor, TD Ameritrade Institutional is making a multi-year, multi-million dollar contribution to support the Center.
Workforce Development & Diversity Panel
Kate Healy, Managing Director of Marketing at TD Ameritrade Institutional, moderates a panel discussion on workforce development and diversity featuring Cy Richardson, SVP of Economics and Housing at the National Urban League, Anne Weisberg, SVP at Families and Work Institute, and Rianka Dorsainvil, CFP®, 2015 FPA NexGen President-Elect.
Academic Home & Body of Knowledge Panel
Ray Ferrara, CFP® moderates a panel discussion on the need for an academic home and body of knowledge for financial planning, featuring Dr. Ruth Lytton, Professor of Financial Planning at Virginia Tech, Dr. Swarn Chaterjee, Associate Professor at the University of Georgia, and Dr. Finley Graves, Provost at the University of North Texas.