Greene Consulting, a leading financial services education and consulting firm, and the University of Georgia’s Terry College of Business, one of the top business schools in the country, announces a new start date for the next Live Instructor-Led Certified Financial Planner™ Certification Education Online class. The next class begins on Wednesday, February 24, 2016, at…

In this our fourth in a series of articles about helping clients in the Accumulation Phase of Retirement Planning, we address the fourth root cause of inadequate retirement saving, which is improper allocation of their retirement accumulation portfolio(s) when measured against their objectives and risk tolerance. We have been witnessing a steady decline in defined…

In an effort to help our CFP educational program students and prospective students maintain awareness surrounding CFP Board updates and changes, we will periodically provide important news and resource updates. Most recently, the CFP Board has announced that they are changing their policy on the number of times you can attempt to take the CFP…

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…

Financial Plan Development Course The CFP Board is adding a new component to the educational component of CFP® Certification.  Beginning in 2012, the new Financial Plan Development course will become required of all educational providers.  The purpose of the new course, as stated by the CFP Board, is “… to require the financial planning student…