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News Release

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

May 09, 2016

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. 


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.


Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.


Dan Drummond, Director of Communications
Mobile: 202-243-8621

About the CFP Board center for financial planning

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge


Jessica Lewis
Communications Specialist
Mobile: 301-655-0389