Category: Financial Planning

President Obama Appoints CPE’s Robert Glovsky

March 13th, 2014 in Featured News Post, Financial Planning, MET News

Robert JOn March 11, 2014, Robert Glovsky, director emeritus of the Financial Planning Program offered through MET’s Center for Professional Education, was appointed to the President’s Advisory Council on Financial Capability for Young Americans. “It gives me great confidence that such dedicated and capable individuals have agreed to join this Administration to serve the American people,” said President Obama.

Read the press release here.

CPE’s Financial Planning instructor, George Padula, quoted in Bankrate.com

November 20th, 2012 in Financial Planning, MET News

With computer-driven trading, today’s market can be a wild ride. According to CPE Financial Planning instructor George Padula,

People are wondering, What is going on here?

The article, which appears in Bankrate.com and was also picked up in the Fox Business Personal Finance section, gives advice in taming stock trading.

BU in TOP 25 Schools for Financial Planning Education

November 16th, 2012 in Financial Planning, MET News, Programs

Financial Planning placed MET’s non-credit Financial Planner Program, offered through the Center for Professional Education, in the list of the top 25 schools offering degrees and certificate for financial planners. In choosing the 25 schools, Financial Planning relied on a group of experts, both planners and academics.

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Carolynn Tomin, director of MET’s Financial Planning Program, coauthors book.

August 9th, 2012 in Carolynn Tomin, Faculty News, Financial Planning, MET News

The book, Principles of Estate Planning, which Carolynn coauthored with Colleen Carcone, is used in the Financial Planning Program offered by MET’s Center for Professional Education. Carolynn is also chair of the Council on Education for the national Certified Financial Planning Board.

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Bob Glovsky, CPE’s prior financial planning leader, merges his investment advisory firm

June 1st, 2012 in Alumni News, Financial Planning, MET News

Glovsky merges his firm, Mintz Levin Financial Advisors (MLFA), with the Colony Group (coincidentally founded by MET alumnus and MET advisory board member, Peter Raimondi). He continues to work with CPE and serve on MET’s Advisory Board. In the new firm Glovsy will serve as vice chariman.

Read about the merger:
boston.com
Financial Planning
FA News
Boston Business Journal

Carolynn Tomin appointed to chair the Certified Financial Planning Board’s Council on Education

February 9th, 2012 in Financial Planning, MET News

Met’s director of the Financial Planning Program, Carolynn Tomin, CFP®,  will serve as 2012 chair for the Certified Financial Planning Board’s Council on Education. CFP Board’s Chief Executive Officer Kevin R. Keller, CAE says

I am confident that Carolynn’s expertise and success as an educator will translate to her leadership of the council.

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MET’s Financial Planning Program One of Top Ten Nationally

November 1st, 2011 in Financial Planning, MET News

financial_planningMET’s Financial Planning program is featured as on of the top 10 nationally by Financial Planning. Director Bob Glovsky is on the cover with CPE director Ruth Ann Murray quoted in the article.

We are the only not-for-profit certificate program in this top ten (the others typically imbed financial planning as concentrations within academic degrees), and the only private/non-profit institution on this list.

Read more about the MET’s distinction.