Broadening Your Horizons: Theory & Mechanics of Going International
Sara Blair Lake, JD, CAE
Executive Director, International Board of Lactation Consultant Examiners
Cary List, CA, CFP
President & CEO, Financial Planning Standards Council
Member price Free
Non-member price $30
The world continues to shrink. Increasingly, individuals are not only moving across states and countries, but across continents. The idea of taking a certification program global, and accessing a world of potential candidates, is appealing. While taking a program international can be rewarding, going international also includes unique complexities and challenges.
Sara Blair Lake and Cary List discuss the complexities of international certification programs, including how to leverage the world of opportunities and how to avoid common, potential problems.
Specifically, Sara and Cary will address the various approaches to going international, issues related to exam security, as well as challenges of cultural and language differences. Walk away with a deeper understanding of these issues to develop strategies to overcome the challenges of an international certification program and use meaningful criteria to help you determine the best pathway for your organization to reach its international goals.
Webinar Learning Objectives:
- Identify opportunities and challenges relevant to the decision of whether to take a certification program international
- Define various approaches to taking a certification program international
- Define and apply criteria to make the decision whether, and how, to take a certification program international
About the Presenters
Sara Blair Lake has served as a senior executive for healthcare certification bodies and associations for the past fifteen years, including eight years as executive director for international certification bodies. She currently serves as the Executive Director for the International Board of Lactation Consultant Examiners, an allied healthcare certification organization which includes over twenty-six thousand certificants in ninety-six countries.
Sara holds a JD and the Certified Association Executive (CAE) credential through the American Society of Association Executives (ASAE). Sara currently serves as Program Chair for the 2014 ICE Exchange and is a member of the International Section Council of ASAE. Previously, she served as Chair of the CAE Commission as well as on the Healthcare Committee of ASAE.
Her particular areas of focus include issues related to international credentialing organizations and associations, ethics, advocacy and healthcare policy.
As President and CEO of the Fincancial Planning Standards Council, Cary List has led the establishment of FPSC® as the premier standards-setter for financial planning in Canada and CFP® certification as the gold standard for financial planners, elevating the standards of the designation and working for recognition of financial planning as a distinct profession. Under Cary's leadership and in collaboration with partner organizations across Canada, his vision for a single set of national standards for financial planning is closer to fruition than ever before.
For two decades, Cary has embraced the importance of certification. At FPSC, Cary has overseen the launch of the CFP Practice Standards and the CFP Professional Competency Profile which clearly defined the knowledge, skills, abilities, and attitudes Canadians should expect from financial planners. Cary also led the development and adoption of the new constructed response, competency-based CFP certification examination introduced in 2010. He also embraces the importance of being part of the global community. He was instrumental in the development of the international competency profile now used by 135,000 CFP professionals around the world and has helped affiliates in China, Hong Kong and Thailand, among others, in developing their CFP certification programs. He has also continued to affirm FPSC's reputation as an international leader in certification through ISO 17024 accreditation, one of only five organizations in Canada to receive this accreditation.
Cary is certified as both a Chartered Accountant and a Certified Financial Planner® professional. Cary was honored as one of the inaugural recipients of the Fellow of FPSC™ distinction for his years of commitment and dedication to establishing CFP certification as the standard for financial planning in Canada.