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Columbia University School of Professional Studies

Financial Planning Teaching Seminar

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Description

Offered on Columbia University’s Morningside campus in New York City, this experience based Financial Planning Teaching Seminar is offered jointly between Columbia University School of Professional Studies and the CFP Board Center for Financial Planning. The seminar 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.

This teaching seminar presents current and prospective faculty with a wonderful opportunity to sharpen their teaching abilities, and it provides access to a library of teaching resources that will enhance instruction within a variety of program types and delivery formats. On-site sessions will run 9:00 a.m. to 5:00 p.m. daily and will include lunch and breaks.

This comprehensive three-day seminar is designed for instructors, adjuncts and aspiring teachers in finance, accounting or a related field. The Financial Planning Teaching Seminar is offered jointly by the Columbia School of Professional Studies and the Center for Financial Planning (CFP Board).

  • Held on Columbia’s Morningside Heights Campus, the program offers:
  • creative approaches to financial planning content
  • instruction by leaders in the field
  • experiential teaching techniques that bring the material to life
  • access to a library of teaching resources and innovative methods
  • a wealth of program types and delivery formats
  • student assessment training
  • an online learning platform and how to use it

Schedule Overview

Online Pre-Work (approximately 1 month prior to onsite seminar)

  • Fundamentals of Financial Planning
  • Program Development and Leadership

Onsite Seminar (Sunday through Tuesday)

  • Insurance
  • Retirement Planning
  • Estate Planning
  • Taxation Investments

Online Follow-Up

  • Teaching Resources

Who should attend

  • Current and aspiring 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
  • Doctoral students aspiring to begin a career preparing the next generation of CFP® professionals

Experts

Charles Chaffin is Director of Academic Initiatives with the CFP Board Center for Financial Planning, including the Academic Research Colloquium; Founding Executive Editor of the new academic journal, Financial Planning Review; editor of the CFP Board Center for Financial Planning Book series; an...
Jonathan Fox is the Ruth Whipp Sherwin Endowed Professor in the Department of Human Development and Family Studies; Director of the Financial Counseling Clinic; and Program Leader in financial counseling and planning at Iowa State University. He has taught comprehensive family financial planning ...
Professor John Grable teaches and conducts research in the Certified Financial Planner Board of Standards Inc. undergraduate and graduate programs at the University of Georgia where he holds an Athletic Association Endowed Professorship. Prior to entering the academic profession, he worked as a ...
Dr. Palmer's research seeks to identify effective ways of motivating financial behavior change through brief intervention strategies. He is currently focused on developing brief interventions that are informative, scalable, and can easily be integrated into the income tax preparation process. The...
Dr. Ron Sages is an Assistant Professor of Personal Financial Planning for Kansas State University in Manhattan, Kansas, where he teaches in the Master’s and Doctoral Programs in an online environment. Courses he currently teaches for KSU include Investments, Estate Planning, Financial Ethics, Ap...

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