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Dr. Tom Johansen Associate Professor of Finance

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  • 1. Dr. Tom Johansen Associate Professor of Finance Financial Planning Program Director Department of Economics and Finance College of Business and Leadership Fort Hays State University Hays, KS [email_address]
  • 2. Initial Issues Developing the Program
    • Information Gathering
      • Program Directors Conference, New Orleans, LA, 1994
      • CFP Board Personnel
      • Other Program Directors
    • Faculty Composition
    • Initial Registration - 1996
  • 3. Support from the Administration
    • Department Support
    • College Support
    • University Support
  • 4. Developing the Curriculum
    • A course for each financial planning area
      • Insurance Planning
      • Investment Planning
      • Tax Planning
  • 5. Developing the Curriculum
      • Retirement and Employee Benefit Planning
      • Estate Planning
      • Fundamentals
        • Personal Financial Planning
        • Seminar in Financial Planning – Capstone Course
    • Books and Resources
    • Model Curriculum
  • 6. Marketing the Program
    • Word of mouth
    • Brochures
    • CD with video and stand alone website
    • Website
    • Collaboration with other departments – accounting, marketing, education
  • 7. Marketing the Program
    • Listing on the CFP Board website
    • CFP Board marketing materials
    • Journal of Personal Finance – Institutional Profile
    • College of Financial Planning annual survey of trends in financial planning
    • Ameriprise Financial Planning Invitational
  • 8. Financial Planning Student Organization Financial Planning Association (FPA)
  • 9. Financial Planning Advisory Board
  • 10. AACSB Accreditation
  • 11. Attendance at the CFP® Board Program Directors Conference
  • 12. Questions?