Demarcating designations: Chartered Financial Analyst and Certified Financial Planner

2008 ◽  
Vol 12 (4) ◽  
pp. 299-310 ◽  
Author(s):  
Rachel K Smith ◽  
Ashvin Vibhakar ◽  
Andy Terry
Keyword(s):  
Financial Analyst ◽  
Financial Planner ◽  
Certified Financial Planner

scholarly journals Establishing A Certified Financial Planner Program At A Regional University

2006 ◽  
Vol 3 (5) ◽  
Author(s):  
Stephen J. Larson ◽  
William B. Joyce ◽  
David McGrady
Keyword(s):  
Financial Planning ◽  
Retirement Planning ◽  
State University ◽  
Estate Planning ◽  
Regional State ◽  
Regional University ◽  
Financial Planner ◽  
Practical Program ◽  
Certified Financial Planner ◽  
Eastern Illinois University

This paper discusses the process of establishing a Certified Financial Planner™ program at a regional state university as well as the benefits of such a practical program for students.  In 2003 the financial planning curriculum at Eastern Illinois University became board registered by the Certified Financial Planner™ Board.  Students take five courses covering taxation, insurance, investments, retirement planning, and estate planning.  This curriculum satisfies the requirements to sit for the Certified Financial Planner™ [CFP®] exam.  Recent students of our program have obtained good jobs primarily in the area of retirement planning and investments.

Exploring Perceptions of Graduates' Experiences That Impact Certified Financial Planner Certification: A Multiple Case Inquiry

2019 ◽  
Vol 30 (2) ◽  
pp. 323-334
Author(s):  
Kristy L. Archuleta ◽  
Cherie Stueve ◽  
Richard Stebbins ◽  
Randy J. Kemnitz ◽  
Charles R. Chaffin ◽  
...  
Keyword(s):  
Financial Planning ◽  
Financial Support ◽  
Financial Service ◽  
Service Firms ◽  
Financial Planner ◽  
Recent Graduates ◽  
Multiple Case ◽  
Certified Financial Planner ◽  
Financial Service Firms ◽  
Examination Process

This study utilized qualitative methods to explore perceptions of graduates from Certified Financial Planning Board of Standards, Inc. Registered Programs regarding experiences that impact Certified Financial Planner (CFP) certification completion. Participants (N = 16) were classified into four different groups: Certified, In Progress, With Intentions, and No Intentions. In general, the themes that emerged from within case analyses and across cases related to four areas, including preservice experience, intrinsic motivation, employment, and respect for the CFP marks. The results of this study suggest that financial service firms have a number of opportunities to strengthen the interest in a financial planning career and assist recent graduates in their pursuit of CFP certification with time and financial support of the examination process.

Does AICPA Accreditation of Nonaudit Services Add Value? The Case of Personal Financial Planning

2000 ◽  
Vol 14 (1) ◽  
pp. 49-67 ◽  
Author(s):  
D. Shawn Mauldin ◽  
Mark Wilder ◽  
Morris H. Stocks
Keyword(s):  
Financial Planning ◽  
The Other ◽  
Differential Effects ◽  
Relative Value ◽  
Professional Attributes ◽  
Financial Planners ◽  
The Future ◽  
Financial Planner ◽  
Nonaudit Services ◽  
Personal Financial Planning

The AICPA has taken the position that accreditation of CPAs in specific areas of practice is an important aspect of repositioning the CPA profession for the future. The AICPA currently offers two designations exclusively to CPAs, one of which is the Personal Financial Specialist (PFS) designation. However, the issue of accrediting CPAs by granting official AICPA designations is a complex and highly debated issue with opposing sides having compelling arguments supporting their positions. CPAs and other professionals specializing in personal financial planning have opportunities to obtain designations other than the PFS. This paper examines the relative value of these alternative options for financial planners. Specifically, the research was designed to examine the differential effects of alternative financial-planning accreditations on users' perceptions. These perceptions relate to various professional attributes of a financial planner such as their knowledge and expertise, objectivity, and level of trust and ethics possessed. In addition, these perceptions relate to fees charged and the influence that the designation has on the public's choice of a financial planner. Our results indicate that the CPA designation used in conjunction with the PFS designation is generally perceived to signal a higher level of professional attributes than the other designations examined in the study. In addition, a CPA with a PFS designation has a significantly greater influence on the public's choice of a financial planner than do the other designations. These results suggest that important benefits may accrue to CPAs from holding the PFS specialty accreditation.

Netflix, Inc.: The Customer Strikes Back

2012 ◽  
pp. 1-7
Author(s):  
Daniel Shively ◽  
Rajkumar Venkatesan
Keyword(s):  
Customer Lifetime Value ◽  
Financial Analyst ◽  
Customer Lifetime ◽  
Lifetime Value

This case is an updated version of “Netflix Inc.: DVD Wars” (UVA-M-0763), and was written as a replacement for it.A financial analyst is asked to appraise the value of Netflix’s stock at a time of unprecedented turmoil for the company. This case introduces customer lifetime value (CLV) as a useful metric for subscription-based businesses.

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