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DeSales University successfully launched two CFP Board Registered Programs in 2016, but there were multiple complications to meeting internal and external requirements. Since this time, the existing programs have needed to be revised, reported upon, and evaluated, and a graduate program has been developed and launched. 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.

CFP, financial planning, Board Registered Program