CFP Board Registered Programs Aggregate Self-Assessment Data for all Programs (January, 2013-July, 2014)

CFP Board Registered Programs

Aggregate Self-Assessment Data for all Programs (January, 2013-July, 2014)

The following data was provided by CFP Board Registered Programs during the 2013-2014

registration renewal period as part of the self-assessment process. CFP Board Registered Programs who

were initially registered in 2013 and 2014, as well as programs with a renewal deadline during the second

part of 2014, are not included in this data. This report is designed to offer guidance to CFP Board

Registered Programs in both identifying their own program strengths and weaknesses, as well as offering

suggestions to help improve student achievement and program sustainability.

0 10 20 30 40 50 60 70 80 90 Accessibility: Accreditation: Administration Strength: Admissions Standards: Advisory/Review Board/Committee: Alumni Engagement/Support: Career Development: Case Use: Collaboration with other Schools/Programs: Curriculum: Delivery Method: Emphasis on Objectives/Outcomes: Enrollment: Establishing/Engaging FPA and/or NAPFA: Exam Pass Rate: Experiential Learning Opportunities/Internships: External Award: Faculty Evaluation of Program: Faculty Strength: Financial Community Awareness/Support: Flexible Payment Plan: Flexible Schedule: Focus on Exam: Focus on Professional Development: Group Work: High Rate of Graduate Employment/Promotion: Institutional/University Support: Integration of Multiple Topics in Each Course: Location: Marketing: Mentoring Program: Networking: Online Program Component/Materials: Online Student Support: Program Consistency/ Uniformity: Program/Class Size: Quality of Materials: Regular Communication and Feedback: Regular Updates to Comply with CFP Board: Relationships/Interaction with Practitioners: Reputation: Require Internship: Retention: Schedule/Program Flexibility: Scholarships: Student Assessment: Student Certification: Student Diversity: Student Evaluation of Faculty/Program: Student Involvement in Program: Student Placement: Student Quality: Student Support: Variety of Learning Experiences: Webinars:

Areas of Strength

Certificate Programs

Accessibility of Online Program: Alumni Engagement/Support: Class/Program Size: Competition with Other Institutions: Competition within Institution for Program Resources: Consistency in Learning Objective Assessment: Course Materials: Curriculum: Delivery Method of Program: Enrollment: Exam Pass Rate: Faculty (Number of): Faculty Quality: Inadequate Administrative Support: Inadequate Communication to Students: Inadequate Experiential Learning Opportunities: Inadequate Exposure to Financial Planning Software: Inadequate Review and/or Practice Questions: Inadequate Student Assessment: Inadequate Student Effort: Inadequate Student Support: Inadequate Tracking of Students/Graduates: Lack of Advisory/Review Board/Committee: Lack of Consistency within the Curriculum: Lack of Involvement with FPA and/or NAPFA: Lack of Online Course: Lack of Program Target Audience: Lack of Student Diversity: Lack of Viable Internship Opportunities/Program: Length of Program: Location: Marketing: Matriculation to CFP Exam: Not Registered for Financial Aid: Other: Poor Student Placement for Internship: Program Sustainability: Retention: Schedule: Student Quality:

Areas of Weakness

Certificate Programs

0 5 10 15 20 25 30 35 40 45 50

Methods Of Identification

Certificate Programs

Adding/Modifying a Class: Advisory/Review Board/Committee: Alumni Engagement/Support: Communication with Students: Corporate Partnerships and Student Placement:

Curricular Enhancements: Delivery Method of Program: Editing a Capstone Course: Enrollment Efforts: Establishing/Engaging FPA and/or NAPFA: Expanded Online Presence: Experiential Learning Faculty Evaluation of Program: Guest Lectures: Improve Student Assessment Methods: Improved Enrollment Standards: Instructor Guide: Introduction of Longer Program: Introduction of Shorter Program: LinkedIn Site/Social Media: Location: Mandatory CFP Board Account: Mentorship Program: Mid-Course Student Evaluations: Monitoring/Tracking of Students: New Software Implementation/Promotion: Promotional Initiatives & Target Marketing: Recruitment Efforts: Registration Discount: Regular Promotion of CFP Exam: Require Internships: Resources for Students: Retention Initiative: Review and/or Practice Questions: Schedule Flexibility: Student Egagement: Student Evaluation: Total Program Overhaul: Tracking Students/Graduates: University Support: Updated Web Site: Updating Course Materials: Virtual/Online Programs/Courses:

Plans for Improvement

Certificate Programs

85% 6%

5%4%

Use of Student Centered Learning Objectives

Certificate Programs

N=116

Yes: No: No But Will:

Varies Depending on The Class:

74% 5%

5% 16%

CFP Board Account Creation

Certificate Programs

N=116

Encouraged: Mandatory: Do Not Promote: Do Not Pomote But Will:

Accessibility: Active Students: Advisory Board: Alumni Support: Associations & Partnerships:

Case Use: Consistent Messaging: Coursework: Detailed Feedback to Students: Faculty Engagement with Students: Improve Marketing: Increase Enrollment: Innovative Courses: Institutional/University Support: Integration of Multiple Topics in Each Course: Internship Program: LinkedIn Site/Social Media: Locations: Mentoring Program: Online Resources: Online Social Media Presence: Promotional Webinars: Reputation: Retention: Review and/or Practice Questions: Small Class Size: Staff and Student-Worker Strength: Student Diversity: Student Placement: Student Satisfaction: Student Support of Program: Student Support: Variety of Learning Experiences: Webinars:

Additional Strengths

Certificate Programs

0 10 20 30 40 50 60 Accreditation: Administration Strength: Advisory/Review Board/Committee: Alumni Engagement/Support: Career Development: Case Use: Collaboration with Other Schools/Programs: Curriculum: Emphasis on Objectives/Outcomes: Emphasis on Student Learning Outcomes: Encouraged to Take CFP Exam: Establishing/Engaging FPA and/or NAPFA: Exam Pass Rate: Experiential Learning Opportunities/Internships: Exposure to Financial Planning Software: External Award: Faculty Evaluation of Program: Faculty Strength: Financial Community Awareness/Support: Guest Lecturers: High Rate of Graduate Employment/Promotion: Institutional/University Support: Integration of Multiple Topics in Each Course: Location: Marketing: Mentoring Program: Networking: Online Program Component/Materials: Private Sector Support: Program Caters to Exam: Program Caters to Professional Development: Program/Class Size: Regular Updates to Comply with CFP Board: Relationships/Interaction with Practitioners: Reputation/Ranking: Require Internship: Resources: Retention: Scholarships: Student Assessment: Student Certification: Student Diversity: Student Enthusiasm: Student Evaluation of Faculty/Program: Student Involvement in Program: Student Placement: Student Quality: Student Support: Tracking Students/Graduates: Variety of Learning Experiences: Website: Working World Experience:

Areas of Strength

Baccalaureate Programs

Inadequate Administrative Support: Case Use (Number of): Competition within Institution for Program Resources: Curriculum: Enrollment: Exam Pass Rate: Faculty (Number of): Faculty Quality: Inadequate Alumni Engagement/Support: Inadequate Experiential Learning Opportunities: Inadequate Exposure to Financial Planning Software: Inadequate Marketing: Inadequate Relationships/Interaction with Practitioners: Inadequate Student Assessment: Inadequate Student Support: Inadequate Tracking of Students/Graduates: Lack of Advisory/Review Board/Committee: Lack of Community Awareness: Lack of Consistency within the Curriculum: Lack of Corporate Sponsorship: Lack of Faculty Coordination: Lack of Involvement with FPA and/or NAPFA: Lack of Program Target Audience: Lack of Student Diversity: Lack of Viable Internship Opportunities/Program: Lakc of Working World Experience: Length of Program: Location: Matriculation to CFP Exam: Maturity of Program: Organization of Program/Course: Poor Student Placement for Internship: Program Cost: Program/Class Size: Program/Course Schedule: Quality of Materials: Recognition: Recruitment: Retention:

Areas of Weakness

Baccalaureate Programs

0 5 10 15 20 25 30 35

Methods of Identification

Baccalaureate Programs

Adding/Modifying a Class: Adding/Modifying a Program: Advisory/Review Board/Committee: Alumni Engagement/Support: Career Planning: Case Use: Collaboration with Other Schools/Programs: Communication with Students/Faculty: Community Awareness: Corporate Partnerships and Student Placement:

Curricular Enhancements: Enrollment Efforts: Establishing/Engaging FPA and/or NAPFA Chapter: Experiential Learning Opportunities and Internships: Faculty Support: Greater Funding: Guest Lectures: Improve Student Assessment Methods: Increasede Focus on Exam: LinkedIn Site/Social Media: Mandatory CFP Board Account: Mentorship Program: More Faculty (Full time): New Software Implementation/Promotion: Promotional Initiatives & Target Marketing: Recruitment Efforts: Regular Promotion of CFP Exam: Relationships/Interaction with Practitioners: Require Internships: Scholarships: Student Encouragement: Student Evaluation: Student Resources: Tracking Students/Graduates: Updated Web Site: Updating Course Materials: Virtual/Online Programs/Courses: Website:

Plans for Improvement

Baccalaureate Programs

80% 7%

5% 8%

Use of Student Centered Learning Objectives

Baccalaureate Programs

N=83

Yes: No: No But Will:

Varies Depending on The Class:

48%

13% 11%

28%

CFP Board Account Creation

Baccalaureate Programs

N=83

Encouraged: Mandatory: Do Not Promote: Do Not Promote But Will:

Alumni Support: Collaboration with other Schools/Programs: Corporate Partnerships and Student Placement:

Discount for FPA Membership: Establishing/Engaging FPA and/or NAPFA Chapter: Experiential Learning Opportunities and Internships: Experiential Learning Portfolio: Faculty Engagement with Students: Guest Lecturers: Innovative Courses: Institutional/University Support: Location: Mentoring Program: Program/Class Size: Relationships/Interaction with Practitioners: Reputation/Ranking: Retention: Student Satisfaction: Variety of Learning Experiences:

Additional Strengths

Baccalaureate Programs

0 5 10 15 20 25 30 Accreditation: Administration Strength: Advisory/Review Board/Committee: Alumni Engagement/Support: Case Use: Collaboration with other Schools/Programs: Curriculum: Experiential Learning Opportunities/Internships: External Award: Faculty Strength: Financial Community Awareness/Support: Guest Lecturers: High Rate of Graduate Employment/Promotion: Institutional/University Support: Involvement with FPA and/or NAPFA: Online Program Component/Materials: Program Caters to Exam: Program/Class Size: Quality of Materials: Relationships/Interaction with Practitioners: Reputation/Ranking: Require Internship: Student Assessment: Student Diversity: Student Involvement in Program: Student Placement: Student Quality: Student Support: Tracking Students/Graduates: Website:

Areas of Stregnth

Master's Programs

Inadequate Administrative Support: Class/Program Size: Competition within Institution for Program Resources: Enrollment: Exam Pass Rate: Faculty (Number of): Inadequate Alumni Engagement/Support: Inadequate Exposure to Financial Planning Software: Inadequate Marketing: Inadequate Program Evaluation: Inadequate Tracking of Students/Graduates: Lack of Advisory/Review Board/Committee: Lack of Involvement with FPA and/or NAPFA: Lack of Program Target Audience: Matriculation to CFP Exam: Other: Recruitment: Retention:

Areas of Weakness

Master's Programs

3 5 18

Methods of Identification

Master's Programs

Internal Program Evaluations: Student

0 2 4 6 8 10 12 14 16

Plans for Improvement

Master's Programs

85% 9%

6%

Use of Student Centered Learning Objectives Master's

Programs

N=32

Yes: No: No But Will:

Varies Depending on The Class:

70% 13%

17%

CFP Board Account Creation

Master's Programs

N=32

Encouraged: Mandatory: Do Not Promote: Do Not Promote But Will:

1 1 1 1 2

Additional Strengths

Master's Programs

Awareness of Working World Experience:

Establishing/Engaging FPA Chapter:

Experiential Learning Opportunities and Internships:

0 0.5 1 1.5 2 2.5 3 3.5

Areas of Strength

Ph.D. Programs

1 1 1 1 1 1

Areas of Weakness

Ph.D. Programs

Inadequate Program Evaluation: Lack of Involvement with FPA and/or NAPFA: Recruitment: Student Quality: 1 1 2

Methods of Identification

Ph.D. Programs

Internal Program Evaluations: Student

1 1 1 1 1 1

Plans for Improvement

Ph.D. Programs

Improve Student Assessment Methods:

Student Evaluation :

100%

Use of Student Centered Learning Objectives

Ph.D. Programs

N=3

Yes: No: No But Will:

25%

50% 25%

CFP Board Account Creation

Ph.D. Programs

N=3

Encouraged: Mandatory: Do Not Promote: Do Not Promote But Will:

1 1 1 1

Additional Strengths

Ph.D. Programs

Experiential Learning Opportunities and Internships:

Faculty Engagement with Students: Institutional/University Support: Student Support: