OK, so I took a little time off this summer from my studies of the Certified Financial Planner program at Boston University. But the good news is that I only have 2-remaining modules; Estate Planning, and Retirement Planning, and am still on track to finish the education portion by mid October 2011. My, how a […]
Let’s address this perpetual issue again….and yet, again. You go to work on Monday and you find yourself surrounded by your colleagues at break/lunch time. It seems everyone is venting a laundry list of their irks and tribulations of family life, school, and those darn taxes and insurance premiums; while some are talking about the
How can I help you? That’s the typical phrase you hear when you walk up to a customer service counter. And they ask that because they are typically receiving an hourly wage and are following a standardized protocol for assisting customers with their inherent needs. When I ask, “How can I help you,” what do
What Do You Expect? Read More »
As most of you know, I embarked on an ambitious educational goal to become a Certified Financial Planner last October. I’m currently half-way through Boston University’s online program and have covered the first three sections consisting of Financial Planning, Insurance and Risk Management, and Investments. To say that the studies are thorough is an understatement!!
Certified Financial Planner Status Read More »
