Implementing CFP Board's Financial Plan Development Course Requirement 4/12/2011





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Uploaded on Apr 20, 2011

CFP Board's Registered Program Manager, Charles Chaffin, Ed.D, hosted this webinar for CFP Board-registered education programs to review CFP Board's financial plan development course requirement and possible avenues for implementation of this course based upon a variety of instructional delivery methods and registered program types. CFP Board-Registered Programs are required to register a financial plan development course with CFP Board by December 2011. All students of CFP Board-Registered Programs who matriculate on or after January 1, 2012 will be required to take this course. Completion of the course will be required for those who register under "Challenge" status for the March 2012 or later administrations of the CFP® Certification Examination.

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