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Launching a CFP Board Registered Program: A Process Review
Last modified: 2017-03-25
Abstract
DeSales successfully launched two CFP Board Registered Programs, but there were multiple complications to meeting internal and external requirements. Â This paper will compare the internal and external processes, examine which elements caused the most slowdown during the application, evaluate if all controls and requirements were truly necessary to secure quality, and attempt to value the resources expended compared to a more streamlined process.
Keywords
education process