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Making a Voluntary Certification Program Relevant in the 21st Century

Session Number: 4080
Track: Business of Certification
Session Type: Concurrent Session
Primary Presenter: Isabelle Gonthier
Co-Presenter 1: Elizabeth M. Stewart [COO - CFP Board]
Time: Oct 24, 2017 (10:45 AM - 11:45 AM)

Session Description: 

Certification programs of today’s world must remain current and relevant to ensure survival in a very competitive market. CFP Board, the organization responsible for CFP certification in the United State, has been keeping up with trends in both the credentialing and financial planning industry to ensure continuous growth and keep relevant in the eye of its certificants and the public they serve.

Strategies including a major national awareness campaign and the creation of the Center for Financial Planning responsible for research in financial planning, diversity initiatives, and workforce development have been helping the growth of CFP certificants in addition to enhancing visibility of the CFP certification program. Continuous enhancements of the certification program, such as process and requirement changes to key certification requirements, assessment of candidates’ satisfaction through post-exam surveys, and the creation of several tools for certification candidates have allowed for a constant review of practices and mechanisms to maximize support for the candidate population.

This presentation will focus on a review of successes, learnings, and key outcomes from the above-mentioned strategies and initiatives undertaken by CFP Board and how these are assisting in keeping the program current and relevant for all stakeholders.

Sponsors and Exhibitors of the 2017 ICE Exchange: ICE uses a separate registration process that grants you unique complimentary and discounted registrations based on your 2017 sponsorship/exhibit package. Though you are encouraged to make hotel reservations now, you will receive registration instructions by email.

Cancellation Policy:
ICE must receive all cancellations in writing by Friday, September 29, 2017. Please email cancellation requests to or fax to 202-367-2173. All refunds will be processed after the meeting and will be assessed a $100 administrative fee. Substitutions are accepted, but can only be credited toward the 2017 ICE Exchange. All sales are final after Friday, September 29, 2017.