News & Updates
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…
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 MoreThe Financial Plan Development Course Now a Requirement of All CFP Educational Programs
Happy New Year! We hope you are off to a great start in 2012! As you may know, 2012 is a year of changes for CFP Educational Programs. This online financial planner program is no different. Over the recent months, the consortium of university partners working closely with the wealth management industry leader, Greene Consulting,…
Read MoreStudy 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…
Read MorePart 3: How Do the New CFP Certification Education Requirements Impact CFP Board Exam Challengers?
How Do the New CFP® Certification Education Requirements Impact Exam Challengers? Before answering the question, let’s first address what is an “exam challenger”? Most people who hold the CFP® Certification have gone through the process of enrolling in and completing an educational program at an approved institution. However, if you meet certain requirements, such as holding…
Read MorePart 2: What do Financial Advisors and Career Changers Need to Know About the CFP Board 2012 Requirement Changes?
With our firm working with some of the largest Financial Services firms in the industry, we have fielded many questions concerning the January 1, 2012 CFP Board requirement change. Both Advisors and individuals entertaining Financial Planning as a career change have a desire to be better informed when considering how this requirement change will affect…
Read MoreImpacts of the 2012 CFP Board Certification Requirements Part 1: The CFP Board Exam
As a precursor to the January 1, 2012, deadline for the new CFP® Certification Requirements, we will be taking a closer look at what you need to evaluate in regards to how these requirement modifications may affect you. Join us over the next few weeks as we examine: How the 2012 Certification Requirements Impact the CFP…
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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