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Charles Chaffin

Director of Academic Initiatives, CFP Board Center for Financial Planning

Dr. Charles Chaffin is Director of Academic Initiatives with the CFP Board Center for Financial Planning, including the Academic Research Colloquium; Founding Executive Editor of Financial Planning Review; program lead for the Columbia University-CFP Board Teaching Seminar and co-leader of Client Psychology Program within Wharton Executive Education. He is the lead author and editor of the book, Client Psychology, released in 2018.
He is a published researcher with a multitude of papers that focus on the cognitive workload of learners in different task settings, reflective practice and best practices in higher education curriculum and instruction, both within Education as well as within financial planning. He is also editor of the first and second editions of the Financial Planning Competency Handbook and has contributed chapters to a variety of books focused on educational psychology and higher education policy. His educational background has focused on teaching pedagogy, curriculum and instruction, educational and cognitive psychology, learner assessment and higher education administration. He has taught all levels of learners, from elementary school, baccalaureate, graduate and doctoral studies through a variety of instructional platforms. Prior to his appointment in the CFP Board Center for Financial Planning, he worked for seven years providing guidance and oversight to the hundreds of CFP Board Registered Programs nationally. He holds a master’s degree from the University of Michigan and a Doctorate from the University of Illinois at Urbana-Champaign.


  • Ed.D., University of Illinois at Urbana-Champaign
  • M.M., University of Michigan
  • B.S., The Pennsylvania State University