Do Financial Planning Programs Prepare You for What You Encounter on the Job?

One of the benefits of serving the CFP marketplace as an educational provider is the privilege we have to connect with so many individuals of various backgrounds.  Whether they have been serving clients within the wealth management industry for many years, whether they are considering a change of career, or those only looking to better their knowledge of the financial…

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What 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…

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How 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…

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Greene 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…

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Study for Your CFP on the iPad, iPhone or Tablet Device

Have you ever been in a public setting and noticed how many individuals are looking at their mobile device? Try this some time and you will be amazed at how our society is increasingly looking for “information on the go.” Times have changed from the days of in-class CFP® Certification Education programs being the only…

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Top 10 CFP® Financial Planner Education Programs

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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Report from the CFP Board Annual Conference

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. Much of the conference dealt with the new educational requirements…

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