Posts by Dan Madden, CFP®
NOTICE: CFP Program Annual Course Updates
In the next 6 days, we will be introducing updates to both the Estate Planning and Retirement Planning courses, in that order. The updates will center on 2012 inflation adjustments. To ensure your success, if you are close to taking an exam, you will see an “Updates for the Course Midterm/Final Exam” link above the…
Read MoreCFP Board Promoting the CFP® Certification
In the past few years, through extensive research, the CFP Board identified a need to better educate the general public about the need for financial planning and the unique advantages that can be provided by CFP certificants. In response to this need, the CFP Board has undertaken a large advertising and awareness effort to inform…
Read MoreWe All Learn Differently
Styles of Learning: Online vs. In-class Visual vs. Auditory Self-paced vs. Scheduled In our normal conversations with both prospective students and current students, it is abundantly clear that we all learn in different ways. That was brought very clearly to my attention in two phone calls I had one afternoon. The first student, whom we…
Read MoreTop Cities for Finance Jobs
Even in this difficult market, the demand for qualified financial professionals doesn’t change. Both the consumer and firm are continually seeking individuals who can bring proven knowledge and application – the kind found in the CFP® Certification. And if you happen to be living in or near any of the 10 cities listed in a recent…
Read MoreBenefits of Accelerated Online CFP Programs
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 regarding…
Read MoreWhat Does a CFP® Certificant Do?
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…
Read MoreWhat Changes Did the CFP Board Make to Exam Retake Limits?
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…
Read MoreHow Has the CFP Board Changed the Education Reporting Process?
The Certified Financial Planner Board of Standards has updated the way student completion of educational programs, such as ours, are reported. Previously, when students would complete their CFP® Certification Education, the process for reporting that completion would be as follows: Students receive a letter of completion from their educational provider Students send the letter of completion to the…
Read MoreGreene Consulting CFP® Certification Education Has Gone Mobile!
Greene Consulting, along with our university partners, is proud to announce that our Certified Financial Planner Program has gone fully mobile! Our partners include: North Carolina State University (NCSU) University of Georgia | Terry College of Business (UGA) University of Texas San Antonio (UTSA) We have just launched the availability of our entire online CFP program on Tablet…
Read MoreFinancial Planner Update – The IRS Announces Inflation Adjustments for 2012
Financial planners should take note that the IRS recently announced inflation adjustments for 2012. In addition to increasing personal exemptions, standard deductions, and widening the tax brackets for income taxes, this will also raise the estate tax applicable exclusion amount to $5,120,000 (up from $5,000,000). The annual exclusion for gifts, however, will remain unchanged at…
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