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What You Need to Know About Becoming a Certified Educational Planner

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Heard about becoming a CEP- Certified Educational Planner? Are you interested in learning what it would be like to take the CEP assessment? Wonder what goes into the assessment? Wonder no more! Learn more about the assessment and what other professionals who have taken the CEP assessment say about the experience. The webinar explains all of the CEP process and what to expect. These slides are from an updated webinar, hosted by AICEP in June 2018.

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What You Need to Know About Becoming a Certified Educational Planner

  1. 1. What You Need to Know about Becoming a Certified Educational Planner Presented by AICEP | 2018 www.aicep.org
  2. 2. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. AMERICAN INSTITUTE OF CERTIFIED EDUCATIONAL PLANNERS Agenda • Welcome And Overview • The Steps To Certification • Assessment: Institutional Knowledge • Assessment: Professional Knowledge • Scoring The Assessment • Tips And Comments From Recent Test Takers
  3. 3. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Presenters Cyndy McDonald, PPS/MA • President of McDonald & Associates • Founder of HECA & GuidedPath. • Works with students in California and remotely. • An educator for over 25 years. • Professional member of IECA & HECA, member of WACAC, NCAG, NACAC. • Commissioner for AICEP Laurie Kopp Weingarten, CEP • cofounder of One-Stop College Counseling. • Works with students in New Jersey office and remotely throughout the US and Asia. • Eight years of experience as an advisor • Professional member of IECA and HECA, and a member of NACAC, NJACAC, and PACAC. • BSE from The Wharton School of the University of Pennsylvania. • MBA from Harvard Business School.
  4. 4. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. • Creates expectations for ethical, qualified educational advising. • Establishes national standards for both educational consultants and school-based college counselors. • Recognizes value-oriented, knowledgeable counselors and consultants. • Assures expanded knowledge and professional commitment. • Provides the public with a guide to use to select a qualified service provider. The Certified Educational Planner Program
  5. 5. Steps to Certification Institutional Knowledge Professional Knowledge
  6. 6. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. On the Application candidates submit information in such areas as: • Educational background • Educational consulting (or school-based college counseling) experience • Professional ethics • Memberships, conferences, contributions, skills, abilities, awareness and training relevant to professional success Application available at aicep.org The Steps To Certification 1. Application 2. Assessment Member of a professional organization? Email us at info@aicep.org to see if you qualify for a special application. -Professional members of IECA qualify for a fast application and a 50% discount on application. - HECA members receive a 25% discount on the application.
  7. 7. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. For each school, candidates provide responses to these questions:  The type of student who might be happy and best served  The admission criteria  The stand out features or attributes of the school  Examples of similar schools  A description of the physical plant and influence of the the surrounding communities on the life of students. Assessment: Institutional Knowledge 4 colleges, schools or therapeutic programs selected from 30 institutions identified in your application. Write about 2 institutions of your choice.
  8. 8. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Sample Responses Type of student who would be happy and best served: Example #1: The type of student that might be happy at University X is one who is a B/B+ student who needs to have good time management skills. X is a big school with a lot of school spirit. They also have a large fraternity/sorority population. The student needs to have focus and be disciplined enough to handle large classes….. : Assessment: Institutional Knowledge
  9. 9. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Assessment: Institutional Knowledge Example #2 : I believe a student who has grown up in the Mid West or at least has an appreciation for D1 sports and the emphasis placed on them would be happy here. This student would have to want a large rah rah school and would have to be a joiner. The Greek life at X seems to be a very big part of the institution so a student would have to be ready for this type of culture. It might help if the student knew what he wanted to study, as one could get lost in such a big environment with so much to do. At the very minimum I would want a student to…….
  10. 10. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Sample Responses Specifically, after reading each case, the applicant is asked to • Assess college/school characteristics that would be right for the student. • Provide and rationalize specific institutional recommendations. • Case evaluations include an assessment of counseling techniques; sensitivity to individual student needs, and ethics. Assessment: Professional Knowledge The applicant is given two short cases/vignettes covering self reported field(s) of professional expertise.
  11. 11. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Sample Vignette: Caroline Flores is a . . . junior at an inner city high school with a very diverse student body. Caroline is a delightful young woman with a lot going for her, yet not very self- confident. She is . . . having a strong junior year with grades of A’s and B’s, with an upward grade trend. She has a weighted GPA of 3.3 on a 5.2 scale and unweighted GPA of 3.0 and an ACT of 20 . . She says that she is dumb, comparing herself to friends who have A grade averages and ACT scores in the 32 range. . . Caroline is warm and empathetic . . . She works as a hostess at a local restaurant about 15 hours a week. She is doing well in her classes this year, struggling a bit with Anatomy and Physiology. . . . Caroline and her family vacation in Mexico each summer. When they go, they take their own money and pay workers to construct projects in the local community, like a soccer field and playground. Caroline’s face lights up when she talks about her interactions with the children in the community where the projects are located. Her mother is white and her father is part white and part Latino. While she looks Latina . . . she identifies as white. Her parents have financial resources and will likely qualify for need based aid at very expensive colleges only. Her parents would love it if Caroline could at least be considered for merit aid……. Assessment: Professional Knowledge
  12. 12. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Assessment: Professional Knowledge Response #1: Colleges for Caroline . . Let’s see . . . what are we looking for here? We’re looking for a college for an under-confident, caring, community service minded student. She and her parents are on the same page in wanting a small-to-middle-size college with diversity. Qualifying for merit aid is a bonus. She currently has a 3.0 and a 20 ACT. Earlham College comes to mind. The Quaker principles of tolerance and inclusion would be good for Caroline. The students are friendly and, while vigorous, the academics are not stifling. I believe that Caroline would thrive in this sort of environment. …..
  13. 13. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Assessment: Professional Knowledge Response #2: Colleges for Caroline . . . Redlands is worth a look. It is reasonably diverse for a small school and works to create a happy community. There is diversity in the student body, particularly given the availability of the Johnston Center. This is a place where students can make friends easily. They can also get help easily from their professors. Although Caroline says she would like to be in the Midwest or East, she indicates she is open as to location. Having her research Redlands makes sense. . .
  14. 14. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Assessment: Professional Knowledge Response #3: Colleges for Caroline . . Kalamazoo. The calendar, with options of work, study abroad, and senior project, would provide a solid learning platform for Caroline, a young woman still growing and developing her place in the world. I also see the availability of interdisciplinary options right for Caroline as she’s open as to her future direction. .
  15. 15. Scoring the Assessment Guiding Principles of Scoring
  16. 16. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Scoring the Assessment • Recognition of needs/concerns of adult learners. Some candidates have not taken a test in many years. • Confidentiality. No reader is aware of the name of the person taking the test. Numbers and letters are used for identification. • Writing should reflect a professional who has sensitivity to student needs, understanding of educational options, and ethical, student centered counseling practices.
  17. 17. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Overall Perspectives Section 1 Readers are looking for candidates able to visualize, or place, a particular institution against the landscape of institutions. Section 2 • On the second section, a clear understanding of appropriate choices and an excellent rationale for those choices is sought. Overall perspectives are more important than details or memorization.
  18. 18. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Why was becoming a CEP important to you?
  19. 19. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. What were your concerns when you applied to be a CEP?
  20. 20. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. How were those concerns handled by AICEP?
  21. 21. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. What tips do you have for preparing for the CEP exam?
  22. 22. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Tips about taking the test Prior to the exam, I reviewed the colleges I listed via websites, personal notes and standard publications like the College Handbook. I also pulled files from my past consulting students paying special attention to those who were memorable for one reason or another. I set up a folder before each school visit I make. It always includes the two page Wintergreen data sheet, on which I write notes of info that goes beyond what is already printed. The folder sometimes includes other forms. Before the CEP exam I reviewed the folders for the colleges on my list and researched whatever questions that triggered.
  23. 23. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. I think everyone knows more than they think they know! If you have met the criteria to sit for the test, you have been a college counselor long enough to answer the questions about the student plans with a little bit of thought but in the test setting. Tips from others who have taken the test I was speaking to a potential client in Singapore, and I noticed that their high school states something along the lines of "if you must hire an independent, at least make sure they have their CEP.” We charge families money and then tell students to take tests. How can we refuse to do the same? Prepare, and take the test. Simple. Just do it. I think it’s really beneficial because applying for the designation and studying for the test, reinforced my knowledge of therapeutic programs and forced me to look at details I might have overlooked.
  24. 24. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. After The Assessment The Certificate!
  25. 25. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. What are the benefits you have seen now that you are a CEP?
  26. 26. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Interested in hearing more? Watch each entire interview with: • Laurie Weingarten • Patricia Nehme • Deb Davis Groves • Vita Cohen • Andrea Coupe www.youtube channel link
  27. 27. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Register now for follow up webinar The CEP Assessment: Designed to Help You Show What You Know! July 24, 2018 | 9 am PDT/12 pm EDT | Steven Antonoff, Rachel Sobel and Cyndy McDonald This webinar is designed to alleviate stress by helping you create a concrete plan to ace the assessment! • We will reveal the questions asked and give sample responses in the institutional knowledge section which will allow you to focus on the best ways to prepare. • An actual case study with comments from evaluators will demonstrate what is expected in the professional knowledge section. • You will learn about how the assessment is scheduled and other logistics.
  28. 28. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. AMERICAN INSTITUTE OF CERTIFIED EDUCATIONAL PLANNERS Questions and Answers
  29. 29. I would also suggest that those considering the test plan to use some of those slightly less busy times of year to prepare for the test. Contact Feel free to contact the AICEP office at: • info@aicep.org • Use contact page on website: http://www.aicep.org/contact

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