Fiscal Year 2017 FACT BOOK

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1 Fiscal Year FACT BOOK

2 Table of Contents Introduction to the Fact Book... 1 Introduction to the College... 1 Mission... 1 History of the College... 1 Board of Directors... 1 Accreditation... 1 Organization... 2 Scholarships and Corporate Agreements... 3 Alumni... 3 Data Definitions... 4 CFP and Professional Designation Programs... 4 Graduate Degree Programs... 4 Enrollments by Program and Demographic... 6 Accredited Asset Management Specialist SM or AAMS Program... 6 Accredited Domestic Partnership Advisor SM or ADPA Program... 8 Accredited Portfolio Management Advisor SM or APMA Program Accredited Wealth Management Advisor SM or AWMA Program Chartered Mutual Fund Counselor SM or CMFC Program Chartered Retirement Planning Counselor SM or CRPC Program Chartered Retirement Plans Specialist SM or CRPS Program Foundations in Financial Planning SM or FFPN Program Life Underwriter Training Council Fellow SM or LUTCF Program CFP Certification Professional Education Program Graduate Degree Programs Program Graduates Professional Designation Programs CFP Certification Professional Education Program Graduate Degree Programs Retention, Persistence, and Graduation Rates Retention Rates Persistence Rates Graduation Rates and Exam Pass Rates... 31

3 COLLEGE INFORMATION Introduction to the Fact Book The Office of Institutional Research and Effectiveness is pleased to present the Fiscal Year College for Financial Planning Fact Book. This fact book contains important and frequently requested information about the College s programs, students, faculty, staff, and operation and is meant to serve as an information source for College employees and stakeholders, as well as current and prospective students. The information provided in this fact book represents the data available for fiscal year, unless otherwise noted. The most up-to-date student data can be found on the Office of Institutional Research and Effectiveness website, If you have any questions or concerns about this fact book, please contact the Office of Institutional Research and Effectiveness at cffpresearch@cffp.edu. Thank you! Introduction to the College Mission The College s mission is to be the education provider of choice for working adults in the financial services industry by enabling student learning through advanced education programs and quality support services. History of the College The College was granted a charter by the state of Colorado in 1972 as a private, nonprofit corporation to formalize the financial planning profession via the CFP certification. In 1985, the College and the Certified Financial Planner Board of Standards Inc. became separate entities, with the College providing education and the CFP Board supporting the CFP certification itself. In the ensuing years, the College has developed and introduced a variety of courses and designations to better serve the needs of its students and the financial services industry. Today, the College remains committed to offering the highest level of education to the financial services industry, including two master of science degrees and the Certified Financial Planner Certification Professional Education program, which consistently boasts CFP Board Exam pass rates over 80%. The College also offers four graduate-level professional designations (APMA, AWMA, CRPC, and CRPS ) and four certificate-level professional designations (AAMS, CMFC, LUTCF, and FPQP TM ) that are considered among the most respected credentials in the industry. Board of Directors The College s board of directors consists of five members: John Sears, president of the College for Financial Planning Eileen Sharkey, principal of Sharkey, Howes, & Javer Karen Spero, owner of Karen Spero & Associates, LLC Judith Shine, president of Shine Investment Advisory Services James Williams, CEO of J.F. Williams Co., Inc. Accreditation The College has been fully accredited by the Higher Learning Commission (HLC), a regional accreditor recognized by the Department of Education and the Council for Higher Education Accreditation (CHEA), since November The College is fully authorized to offer degrees in the State of Colorado by the Colorado Department of Higher Education. Office of Institutional Research and Effectiveness 1

4 COLLEGE INFORMATION Organization The College is organized into three broad functional areas: Academic Affairs, Business Development, and Technology and Finance. These functional areas are further organized as follows: Unit Count Senior Leadership 4 Academic Affairs Faculty 7 Alumni and Regulatory Affairs 2 Institutional Research and Effectiveness 1 Editing 3 Administrative 1 Technology and Finance Accounting 4 Operations 2 Information Technology 8 Registrar 2 Business Development Enrollment Services 11 Student Services Center 7 Academic Advising 1 Corporate Sales 9 Marketing 3 Faculty Profile In addition to seven full-time professors, the College also employs approximately 40 adjunct instructors. Nearly all of the College s faculty have significant work experience in the financial services industry. A profile of the College s instructors can be found below. Full-time Adjunct Terminally degreed 11% 28% Master s degree 78% 67% 5+ years industry experience 89% 94% Female 33% 17% Office of Institutional Research and Effectiveness 2

5 COLLEGE INFORMATION Scholarships and Corporate Agreements The College has agreements with a number of financial services organizations to provide discounts to the employees of these organizations. As of September 1,, the College had 174 active contracts with corporate partners. The College also offers several scholarships to deserving students. These include: David M. King Merit Scholarship: This scholarship covers all CFP program costs for an individual new to the financial services field who has demonstrated both potential and leadership in the financial services industry (one offered each year). Financial Planning Association (FPA) Financial Planning Process and Insurance Scholarship: This scholarship covers the costs associated with the first course in the CFP program, and is available only to FPA members (12 offered each year). NAIFA and CFFP LUTCF scholarship: This scholarship covers the costs associated with the LUTCF program, and is available only to NAIFA members who are YAT eligible and have the endorsement of a NAIFA member (two offered each year). FPA Foundations in Financial Planning scholarship: This scholarship covers all costs associated with the Foundations in Financial Planning program, and is available only to current FPA members (12 offered each year). Ginger E. Current Professional Designation Merit Scholarship: This scholarship covers the costs of any one of the College s single-course designation programs (one offered each year). Loren Dunton Merit Scholarship: This scholarship covers all costs associated with the Master of Science Degree Program, and is offered to individuals with a minimum of five years of experience who have exhibited leadership in the financial services industry (one offered each year). FPA Graduate Studies Program Scholarship: This scholarship covers the costs associated with one course in the Master of Science Degree Program, and is available only to FPA members (12 offered each year). Alumni AAMS ADPA APMA AWMA CMFC CRPC CRPS FFPN LUTCF Total Conferred 21, ,622 2,598 6,558 28,398 5,939 7, Total Certified 10, ,544 1,960 2,104 19,261 4,052 1, Office of Institutional Research and Effectiveness 3

6 DATA DEFINITIONS Data Definitions CFP and Professional Designation Programs Active: Student is within their six-month testing window or have attempted an exam and are within their one-year program window. Inactive: Student has not attempted the exam within six months of the course begin date. Completed: Student has taken the exam and earned a score of 70% or higher. Dismissed: Student has not completed all program requirements by the course or program end date, or is found to be in violation with academic or administrative policies (such as non-payment). Withdrawn: Student voluntarily withdraws from a course/program. Reactivate: A student whose course has become inactive may pay to reactivate the course if they are still within the one-year time frame from the begin date of the course. Re-enrollment: Students who have previously withdrawn or been dismissed from a professional designation program or course may re-enroll into the current version of the program by paying the current tuition and fees in place at the time of their re-enrollment. The student must settle any unpaid balances on their account prior to re-enrolling. CFP Program and LUTCF Program Retention: Students who enrolled during a given time (such as a certain fiscal year) and successfully complete two courses. CFP Program Persistence: Students who enrolled during a given time (such as a certain fiscal year) and successfully complete four courses. Graduation: Students who enrolled during a given time (such as a certain fiscal year) and successfully complete all program requirements within the time allotted by the program. Designation Conferment: Students who successfully complete the academic requirements of the program are permitted to apply for authorization to use the applicable trademarks or registered service marks in accordance with the Designation Requirements. Continued use of designations is subject to compliance with ongoing renewal requirements. Failed Exam: Students who received a grade of or lower on their course exam receive a course status of failed exam if they are still within their one-year program window. After that point it will show as dismissed if they have not passed. Graduate Degree Programs Active: Student is enrolled in a course for an upcoming or current term. Incomplete: Under specific circumstances, an instructor may approve a request for a temporary grade of incomplete. Conditions include 1) Student has completed a minimum of 50% of the total course assignments prior to incomplete request, 2) There s reasonable expectation that student will earn an overall passing course grade based on work submitted prior to incomplete request, and 3) Student initiates incomplete request form in advance of the term end date with sufficient time to determine a plan for completion with instructor. Withdrawn: Student voluntarily withdraws from a course/program after the add/drop period but before midnight on the last day of week 6 of a course. Dismissed: Student is involuntarily dismissed from a course/program for reasons including but not limited to: violation of the student conduct requirements, violation of the academic integrity standards, failure to enroll in a course within six months of being accepted into the program, failure to meet minimum requirements of the academic standards policy, failure to maintain continuous enrollment, Office of Institutional Research and Effectiveness 4

7 DATA DEFINITIONS failure to return from an approved leave of absence, or exceeding the maximum allowable timeframe for their program. Accepted: Student has been admitted to the program. Program Transfer: The student was moved from one set of degree requirements to another. Cancelled: Indicates either that the student voluntarily removed him or herself from the course during the add/drop period, or in some instances was administratively removed from a course due to lacking necessary prerequisite requirements or other error. Complete: Student has been issued a final course grade. Continuous Enrollment: Students must complete at least one graduate course each year. Stop-out: Students who skipped two or more consecutive cycles at some point during their program but returned. Drop-out: Students who withdrew or were dismissed from the program. Retention: Admitted students who enrolled during a given time (such as a certain fiscal year) and successfully complete two courses. Persistence: Admitted students who enrolled during a given time (such as a certain fiscal year) and successfully complete four courses. Graduation: Admitted students who enrolled during a given time (such as a certain fiscal year) and successfully complete all degree requirements during the five-year program window. Office of Institutional Research and Effectiveness 5

AAMS STUDENT DEMOGRAPHICS Enrollments by Program and Demographic Accredited Asset Management Specialist SM or AAMS Program AAMS Totals 1,414 830 1,221 1,430 783 609 656 761 788 605 Gender Male 1017

8 AAMS STUDENT DEMOGRAPHICS Enrollments by Program and Demographic Accredited Asset Management Specialist SM or AAMS Program AAMS Totals 1, ,221 1, Gender Male Female Not specified Age Range Not specified 1, ,005 1, Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified 1, ,087 1, Office of Institutional Research and Effectiveness 6

9 AAMS STUDENT DEMOGRAPHICS AAMS State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 7

10 ADPA STUDENT DEMOGRAPHICS Accredited Domestic Partnership Advisor SM or ADPA Program ADPA Totals Gender Male Female Not specified Age Range Not specified Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified Office of Institutional Research and Effectiveness 8

11 ADPA STUDENT DEMOGRAPHICS ADPA State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 9

APMA STUDENT DEMOGRAPHICS Accredited Portfolio Management Advisor SM or APMA Program APMA Totals 69 230 264 252 356 613 752 685 Gender Male 49 160 169 149 210 490 607 493 Female 6 18 23 27 53 74 110

12 APMA STUDENT DEMOGRAPHICS Accredited Portfolio Management Advisor SM or APMA Program APMA Totals Gender Male Female Not specified Age Range Not specified Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified Office of Institutional Research and Effectiveness 10

13 APMA STUDENT DEMOGRAPHICS APMA State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 11

AWMA STUDENT DEMOGRAPHICS Accredited Wealth Management Advisor SM or AWMA Program AWMA Totals 311 262 290 217 201 261 339 514 482 378 Gender Male 218 186 196 135 123 151 179 231 189 122 Female 50 46

14 AWMA STUDENT DEMOGRAPHICS Accredited Wealth Management Advisor SM or AWMA Program AWMA Totals Gender Male Female Not specified Age Range Not specified Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified Office of Institutional Research and Effectiveness 12

15 AWMA STUDENT DEMOGRAPHICS AWMA State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 13

CMFC STUDENT DEMOGRAPHICS Chartered Mutual Fund Counselor SM or CMFC Program CMFC Totals 383 193 144 133 152 154 137 94 87 64 Gender Male 268 121 76 70 84 71 65 42 29 28 Female 76 38 23 46 33 32 22

16 CMFC STUDENT DEMOGRAPHICS Chartered Mutual Fund Counselor SM or CMFC Program CMFC Totals Gender Male Female Not specified Age Range Not specified Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic White Hispanic Non-White Native American White/Caucasian More than one ethnicity Not specified Office of Institutional Research and Effectiveness 14

17 CMFC STUDENT DEMOGRAPHICS CMFC State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 15

CRPC STUDENT DEMOGRAPHICS Chartered Retirement Planning Counselor SM or CRPC Program CRPC Totals 5,496 2,930 3,101 2,821 1,974 1,750 1,853 2,046 2,046 1,866 Gender Male 4,153 2,231 2,403 2,133 1,441

18 CRPC STUDENT DEMOGRAPHICS Chartered Retirement Planning Counselor SM or CRPC Program CRPC Totals 5,496 2,930 3,101 2,821 1,974 1,750 1,853 2,046 2,046 1,866 Gender Male 4,153 2,231 2,403 2,133 1,441 1,233 1,316 1,493 1,457 1,386 Female 1, Not specified Age Range Not specified 3,983 2,214 2,311 2,144 1,460 1,192 1,142 1,490 1,583 1,608 Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified 5,089 2,677 2,778 2,553 1,772 1,527 1,588 1,744 1,714 1,643 Office of Institutional Research and Effectiveness 16

19 CRPC STUDENT DEMOGRAPHICS CRPC State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified 3,544 1,814 1,690 1,495 1, Office of Institutional Research and Effectiveness 17

CRPS STUDENT DEMOGRAPHICS Chartered Retirement Plans Specialist SM or CRPS Program CRPS Totals 747 521 623 677 653 562 517 437 468 517 Gender Male 478 354 430 459 432 352 283 238 243 208 Female 200

20 CRPS STUDENT DEMOGRAPHICS Chartered Retirement Plans Specialist SM or CRPS Program CRPS Totals Gender Male Female Not specified Age Range Not specified Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified Office of Institutional Research and Effectiveness 18

21 CRPS STUDENT DEMOGRAPHICS CRPS State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 19

FFPN STUDENT DEMOGRAPHICS Foundations in Financial Planning SM or FFPN Program FFPN Totals 385 311 294 344 366 280 327 306 315 370 Gender Male 79 86 56 89 67 48 61 47 38 46 Female 300 211 232 251 283

22 FFPN STUDENT DEMOGRAPHICS Foundations in Financial Planning SM or FFPN Program FFPN Totals Gender Male Female Not specified Age Range Not specified Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified Office of Institutional Research and Effectiveness 20

23 FFPN STUDENT DEMOGRAPHICS FFPN State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 21

LUTCF STUDENT DEMOGRAPHICS Life Underwriter Training Council Fellow SM or LUTCF Program LUTCF Totals 72 193 257 Gender Male 44 107 167 Female 28 82 84 Not specified 0 4 6 Age Range 20-25 1 1 2 26-30

24 LUTCF STUDENT DEMOGRAPHICS Life Underwriter Training Council Fellow SM or LUTCF Program LUTCF Totals Gender Male Female Not specified Age Range Not specified Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified Office of Institutional Research and Effectiveness 22

25 LUTCF STUDENT DEMOGRAPHICS LUTCF State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 23

CFP STUDENT DEMOGRAPHICS CFP Certification Professional Education Program CFP Program Totals 2,350 1,523 1,736 2,933 2,608 1,863 1,806 2,853 2,984 2,902 Gender Male 1,262 655 805 1,835 1,516 1,093

26 CFP STUDENT DEMOGRAPHICS CFP Certification Professional Education Program CFP Program Totals 2,350 1,523 1,736 2,933 2,608 1,863 1,806 2,853 2,984 2,902 Gender Male 1, ,835 1,516 1, ,377 1,221 1,165 Female Not specified ,027 1,295 1,315 Age Range Not specified 2,142 1,416 1,610 2,663 2,361 1,668 1,546 2,454 2,479 2,395 Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified 2,270 1,476 1,653 2,767 2,479 1,749 1,654 2,586 2,613 2,458 Office of Institutional Research and Effectiveness 24

27 CFP STUDENT DEMOGRAPHICS CFP State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified 1,765 1,185 1,195 1,837 1,632 1, , Office of Institutional Research and Effectiveness 25

GRADUATE STUDENT DEMOGRAPHICS Graduate Degree Programs Program Totals 174 103 95 109 112 113 122 56 59 103 Gender Male 79 41 48 61 76 61 65 30 32 69 Female 31 19 17 13 22 27 24 6 11 21 Not specified

28 GRADUATE STUDENT DEMOGRAPHICS Graduate Degree Programs Program Totals Gender Male Female Not specified Age Range Not specified Race/Ethnicity Asian/Pacific Islander Black/African-American Hispanic Non-White Hispanic White Native American White/Caucasian More than one ethnicity Not specified Office of Institutional Research and Effectiveness 26

29 GRADUATE STUDENT DEMOGRAPHICS GDP State AK - Alaska AL - Alabama AR - Arkansas AZ - Arizona CA - California CO - Colorado CT - Connecticut DC - District of Columbia DE - Delaware FL - Florida GA - Georgia HI - Hawaii IA - Iowa ID - Idaho IL - Illinois IN - Indiana KS - Kansas KY - Kentucky LA - Louisiana MA - Massachusetts MD - Maryland ME - Maine MI - Michigan MN - Minnesota MO - Missouri MS - Mississippi MT - Montana NC - North Carolina ND - North Dakota NE - Nebraska NH - New Hampshire NJ - New Jersey NM - New Mexico NV - Nevada NY - New York OH - Ohio OK - Oklahoma OR - Oregon PA - Pennsylvania RI - Rhode Island SC - South Carolina SD - South Dakota TN - Tennessee TX - Texas UT - Utah VA - Virginia VT - Vermont WA - Washington WI - Wisconsin WV - West Virginia WY - Wyoming Not specified Office of Institutional Research and Effectiveness 27

30 PROGRAM GRADUATES Program Graduates The following tables show the number of graduates who started in the fiscal years shown. Professional Designation Programs AAMS 1, , ADPA N/A APMA N/A N/A AWMA CMFC CRPC 3,874 2,155 2,219 1,930 1,342 1,189 1,295 1,375 1,462 CRPS FFPN LUTCF N/A N/A N/A N/A N/A N/A N/A CFP Certification Professional Education Program CFP Program Graduate Degree Programs 3-year graduates year graduates year graduates Office of Institutional Research and Effectiveness 28

RETENTION RATES Retention, Persistence, and Graduation Rates

enrolled during a given time (such as a certain fiscal year) and

Graduate Degree Program Retention Rates CFP Certification

31 RETENTION RATES Retention, Persistence, and Graduation Rates Retention Rates The retention rates include admitted students who enrolled during a given time (such as a certain fiscal year) and successfully completed two courses. Graduate Degree Program Retention Rates CFP Certification Professional Education Program Retention Rates LUTCF Program Retention Rates Office of Institutional Research and Effectiveness 29

who enrolled in fiscal years and are still in the process of completing courses.

32 PERSISTENCE RATES Persistence Rates Since the persistence rates are showing students who enrolled during a given time (such as a certain fiscal year) and successfully completed four courses, the most recent date shown is because students who enrolled in fiscal years and are still in the process of completing courses. Graduate Degree Program Persistence Rates CFP Certification Professional Education Program Persistence Rates Office of Institutional Research and Effectiveness 30

GRADUATION AND PASS RATES Graduation Rates and Exam Pass Rates Since students have five years to complete their graduate program, the most recent date

Graduate Degree Program Graduation Rates Since students have three years to complete their CFP program, the most recent date CFP Certification

33 GRADUATION AND PASS RATES Graduation Rates and Exam Pass Rates Since students have five years to complete their graduate program, the most recent date shown is because students who enrolled in fiscal years through are still in the process of completing courses. Graduate Degree Program Graduation Rates Since students have three years to complete their CFP program, the most recent date shown is because students who enrolled in fiscal years through are still in the process of completing courses. CFP Certification Professional Education Program Graduation Rates Office of Institutional Research and Effectiveness 31

34 GRADUATION AND PASS RATES Accredited Asset Management Specialist SM or AAMS Program Accredited Domestic Partnership Advisor SM or ADPA Program Accredited Portfolio Management Advisor SM or APMA Program Office of Institutional Research and Effectiveness 32

35 GRADUATION AND PASS RATES Accredited Wealth Management Advisor SM or AWMA Program Chartered Mutual Fund Counselor SM or CMFC Program Chartered Retirement Planning Counselor SM or CRPC Program Office of Institutional Research and Effectiveness 33

36 GRADUATION AND PASS RATES Chartered Retirement Plans Specialist SM or CRPS Program Foundations in Financial Planning SM or FFPN Program Life Underwriter Training Council Fellow SM or LUTCF Program Office of Institutional Research and Effectiveness 34

medicaid and the How will the Medicaid Expansion for Adults Impact Eligibility and Coverage? Key Findings in Brief

medicaid and the How will the Medicaid Expansion for Adults Impact Eligibility and Coverage? Key Findings in Brief on medicaid and the uninsured July 2012 How will the Medicaid Expansion for Impact Eligibility and Coverage? Key Findings in Brief Effective January 2014, the ACA establishes a new minimum Medicaid eligibility