SGML'S AFPP preps financiers for the CFP® exam and more
Rick Weaver, a fiduciary officer at JP Morgan's Scottsdale branch, is one of 27-students enrolled in SGML's executive education unit's Accelerated Financial Planning Program. Many students take AFPP to prepare them for the Certified Financial PlannerTM examination, a test that financial officers need when handling client's specific financial needs. "I enrolled at SGML's AFPP specifically to prepare for this exam. Doing so is part of my job and I knew that SGML would prepare me well."
Since attending the November session, Weaver is delighted with the course. He found the classes well organized, logical but challenging, too. Instructors cover pertinent topics such as solving clients' financial concerns, property titling, and insurance planning. Future modules look at analyzing a client's investment parameters and developing a client's investment portfolio. The best gem he has received so far is the importance of planning up front with a client, guiding them towards their goals while setting realistic expectations. "These tools help me better develop and implement plans with my clients. This is all really applicable to my work," Weaver says.
Rick Weaver passed the CFP® Certification Examination in March 2008.
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