CFP in the News

The date of July 9, 2012, marks the implementation of new FINRA rules governing the suitability requirements of brokers under Rule 2111. While many see this as the first foray into a new set of regulations and harmonization of the true fiduciary standards that RIA’s must meet, these new rules and standards push brokers to…

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…

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…

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…

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…

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…

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…

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…