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Category: CFP

Best Practices from Financial Services Industry Leaders: Strategies for Achieving Differentiation and Growth

By Rick Swygman | August 15, 2019

Greene Consulting recently hosted a forum with some of the best market level leaders we know in the wealth management industry to discuss some of the key opportunities and challenges facing financial services firms.  These leaders who come from a variety of firms from small to large, have a unique perspective with true, “street-level knowledge”…

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The Adoption Challenge in Financial Planning

By David Greene | October 9, 2018

For over a decade, financial services firms have been working to drive the adoption and consistent implementation of financial planning by their advisors.  While literally millions of dollars are spent by firms each year in the acquisition of the planning software and all the related infrastructure and support that comes along with a financial planning…

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New February Start Date for the Instructor-Led CFP® Certification Education Online Program

By Dan Madden | February 22, 2016

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…

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What Does a CFP® Certificant Do?

By Bruce Starks, CPA, CFP® | April 30, 2012

One of the great benefits of the CFP® Certification is the number of doors it opens in terms of a career path. While the traditional financial planner is what most people associate with a CFP® Certificant, there are many jobs in the financial services industry you’ll see certificants working in. Below we’ve listed a few…

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What Changes Did the CFP Board Make to Exam Retake Limits?

By Dan Madden | February 15, 2012

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…

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Impacts of the 2012 CFP Board Requirements on the CFP Board Exam

By Bruce Starks, CPA, CFP® | December 19, 2011

A lot of people ask me how the new CFP Board Certification Education requirements will impact the actual exam. And the answer is that the new Financial Plan Development course requirement and the changes to the CFP Board exam are two separate events. How could the CFP Board possibly give a test in March 2012…

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Top 10 CFP® Financial Planner Education Programs

By Bruce Starks, CPA, CFP® | November 2, 2011

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…

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Impact of CFP Certification upon Earnings

By Bruce Starks, CPA, CFP® | September 7, 2011

The CFP Board recently released a document showing earning trends for certified financial planners.   It is no surprise that 2008 had a negative impact upon earnings.  What is surprising, however, is that the post-certification impact upon earnings for those persons newly acquiring their certification appears to have continued expanding.  This is good news for those…

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Report from the CFP Board Annual Conference

By Dan Madden | August 19, 2011

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…

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CFP Board Changes Education Component

By Dan Madden | March 21, 2011

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…

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