by Dan Madden, CFP® on March 29, 2012 · 0 comments
With any new endeavor, there is always the question of whether or not you’re qualified. It’s no different when beginning the CFP® Certification process. For all of the career changers, or even those who only have experience in one of the major areas, there’s a concern that you’ll need some kind of base of knowledge [...]
by Michael Sorrow on February 16, 2012 · 2 comments
One of the benefits of serving the CFP marketplace as an educational provider is the privilege we have to connect with so many individuals of various backgrounds. Whether they have been serving clients within the wealth management industry for many years, whether they are considering a change of career, or those only looking to better [...]
by Michael Sorrow on December 29, 2011 · 0 comments
Have you ever been in a public setting and noticed how many individuals are looking at their mobile device? Try this some time and you will be amazed at how our society is increasingly looking for “information on the go.” Times have changed from the days of in-class CFP® Certification Education programs being the only [...]
by Dan Madden, CFP® on November 24, 2011 · 0 comments
The University of Georgia, one of our excellent CFP® Certification Education Program partners, was recently profiled in an article by Financial Planning magazine! The article is about the top 10 CFP® Education programs in the country and we’re honored to be listed with the other UGA programs. This demonstrates that the hard work put in [...]
by Dan Madden, CFP® on November 10, 2011 · 0 comments
The CFP Board hosted its annual conference last week for directors of CFP registered education programs. Here are some of the highlights: The CFP Board is currently promoting a public awareness campaign to educate the public about the value of utilizing certified financial planner professionals. To view their latest TV Ad spot, click the following [...]