Category: Financial Planning
Becoming a Financial Planner through Boston University’s Center for Professional Education can take time. In fact, for financial journalist Robert Powell (COM’90), a 20-year hiatus was just a speed-bump between beginning the Financial Planning program and resuming his studies in preparation for the CFP® exam.
Powell shared with MarketWatch readers that though professional obligations had interrupted his original plans in the program, he is now completing his CPE studies in pursuit of the highly respected CFP certification, which the experienced financial expert calls “the ‘gold standard’ in the financial planning profession.”
Read more in MarketWatch.
The Journal of Financial Planning recently cited two sources that include Boston University among the five “Best Schools for Financial Planning.” The Financial Planning program offered through BU’s Center for Professional Education (CPE) was among the “Best of the Bunch” in Investopedia and ranked #3 in Financial Planner magazine’s “30 Great Schools for Financial Planning.”
See the full article in Journal of Financial Planning.
On 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.
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?
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.
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.
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.
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.
MET’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.