Dr. Tom JohansenDr. Tom JohansenAssociate Professor of FinanceAssociate Professor of Finance

Financial Planning Program DirectorFinancial Planning Program DirectorDepartment of Economics and FinanceDepartment of Economics and Finance

College of Business and LeadershipCollege of Business and LeadershipFort Hays State UniversityFort Hays State University

Hays, KSHays, KStjohanse@fhsu.edutjohanse@fhsu.edu

Initial Issues Developing the Initial Issues Developing the Program Program

• Information GatheringInformation Gathering– Program Directors Conference, New Program Directors Conference, New

Orleans, LA, 1994Orleans, LA, 1994– CFP Board PersonnelCFP Board Personnel– Other Program DirectorsOther Program Directors

• Faculty CompositionFaculty Composition

• Initial Registration - 1996Initial Registration - 1996

Support from the Support from the AdministrationAdministration

• Department SupportDepartment Support

• College SupportCollege Support

• University SupportUniversity Support

Developing the CurriculumDeveloping the Curriculum

• A course for each financial planning A course for each financial planning areaarea– Insurance PlanningInsurance Planning– Investment Planning Investment Planning – Tax PlanningTax Planning

Developing the CurriculumDeveloping the Curriculum

– Retirement and Employee Benefit Retirement and Employee Benefit PlanningPlanning

– Estate PlanningEstate Planning– FundamentalsFundamentals

•Personal Financial PlanningPersonal Financial Planning

•Seminar in Financial Planning – Capstone Seminar in Financial Planning – Capstone CourseCourse

• Books and ResourcesBooks and Resources

• Model CurriculumModel Curriculum

Marketing the ProgramMarketing the Program

• Word of mouthWord of mouth

• BrochuresBrochures

• CD with video and stand alone CD with video and stand alone websitewebsite

• WebsiteWebsite

• Collaboration with other departments Collaboration with other departments – accounting, marketing, education– accounting, marketing, education

Marketing the ProgramMarketing the Program

• Listing on the CFP Board websiteListing on the CFP Board website

• CFP Board marketing materialsCFP Board marketing materials

• Journal of Personal Finance – Journal of Personal Finance – Institutional ProfileInstitutional Profile

• College of Financial Planning annual College of Financial Planning annual survey of trends in financial planningsurvey of trends in financial planning

• Ameriprise Financial Planning Ameriprise Financial Planning InvitationalInvitational

Financial Planning Student Financial Planning Student Organization Organization

Financial Planning Association Financial Planning Association (FPA)(FPA)

Financial Planning Advisory Financial Planning Advisory BoardBoard

AACSB AccreditationAACSB Accreditation

Attendance at the CFP® Board Attendance at the CFP® Board Program Directors ConferenceProgram Directors Conference

Questions?Questions?