Dr. Tom Johansen Associate Professor of Finance Financial Planning Program Director Department of Economics and Finance Co...
Initial Issues Developing the Program  <ul><li>Information Gathering </li></ul><ul><ul><li>Program Directors Conference, N...
Support from the Administration <ul><li>Department Support </li></ul><ul><li>College Support </li></ul><ul><li>University ...
Developing the Curriculum <ul><li>A course for each financial planning area </li></ul><ul><ul><li>Insurance Planning </li>...
Developing the Curriculum <ul><ul><li>Retirement and Employee Benefit Planning </li></ul></ul><ul><ul><li>Estate Planning ...
Marketing the Program <ul><li>Word of mouth </li></ul><ul><li>Brochures </li></ul><ul><li>CD with video and stand alone we...
Marketing the Program <ul><li>Listing on the CFP Board website </li></ul><ul><li>CFP Board marketing materials </li></ul><...
Financial Planning Student Organization   Financial Planning Association (FPA)
Financial Planning Advisory Board
AACSB Accreditation
Attendance at the CFP® Board Program Directors Conference
Questions?
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Dr. Tom Johansen Associate Professor of Finance

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Dr. Tom Johansen Associate Professor of Finance

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

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