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    Charles Chaffin

    Author, Researcher, Educator

    Charles Chaffin is a prominent figure in financial planning education and research. He served as the Director of Academic Programs and Initiatives at CFP Board from February 2013 to January 2022.3 Chaffin holds a Doctorate in Educational and Cognitive Psychology from the University of Illinois Urbana-Champaign and a Master's degree in Education from the University of Michigan.3

    Throughout his career, Chaffin has made significant contributions to the field of financial planning:

    1. He co-founded the Psychology of Financial Planning suite of instructional programs, which has served over 5,000 advisors and 90 colleges and universities in 13 countries.3

    2. Chaffin authored and edited seven books related to financial planning and cognitive psychology, including "Client Psychology" and two editions of the "Financial Planning Competency Handbook".12

    3. He developed curriculum and led academic initiatives at CFP Board, including the Academic Research Colloquium and the creation of the academic journal Financial Planning Review.1

    4. Chaffin has been involved in various educational partnerships with prestigious institutions such as The Wharton School, Columbia University, and the University of Illinois.3

    5. Recently, in October 2024, Chaffin joined Iowa State University's College of Health and Human Sciences as a professor of practice in the financial counseling and planning program.2

    Chaffin is known for his expertise in the psychology of financial planning, adult education, and productivity. He continues to consult with financial firms, teach, and contribute to the advancement of financial planning education and practice.23

    Highlights

    Chaffin joins Iowa State's Financial Counseling and Planning Program
    Oct 15 · charleschaffin.com
    Dr. Charles Chaffin – Author/Consultant/Professor
    Dr. Charles Chaffin – Author/Consultant/Professor
    Jan 1 · coursera.org
    Charles R. Chaffin, Instructor - Coursera

    Related Questions

    What are the main initiatives led by Charles Chaffin at the CFP Board?
    How has Charles Chaffin's work impacted financial planning education?
    What are some of the publications authored by Charles Chaffin?
    How does Charles Chaffin's background in educational psychology influence his work?
    What is the significance of the Academic Research Colloquium under Charles Chaffin's leadership?
    Charles Chaffin
    Charles Chaffin, photo 1
    Charles Chaffin, photo 2
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    Location

    Washington, District of Columbia, United States