April 13, 2021
The College’s mission of lifelong learning means providing the applied financial knowledge and education that matters across a professional’s career, no matter his or her client base, specialty areas, years of experience, or assets under management.
Applied knowledge means practical, relevant, rigorous coursework that delivers utility benefits that increase technical acumen and business benefits that teach you how to communicate the complex with clients and implement it in planning and product decisions.
In this installment of Conversations with the President, I walk through a typical professional’s lifelong learning journey with The College, from the foundational to the advanced knowledge needed to establish a career, grow a business, and serve a client's best interests.
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