'Making the Future of Financial Planning'
Course led by Luminary Faculty: Evensky, Holland, Jetton, Kahler,
Levin, Millar, Moisand, Solin and Rostad
WASHINGTON, April 16,
2024 /PRNewswire/ -- The Fiduciary Institute
announces its 2024 course to help planners lead financial planning
and wealth management forward as leader Dick Wagner espoused. Faculty will offer six
classes remotely over 14 weeks, starting June 25th.
Envestnet is a co-sponsor of the course.
Registration is now open: info@thefiduciaryinstitute.org.
Wagner's seminal article, "To Think Like a CFP" was published in
1990. FPA Journal - Best of 25 Years: To Think...Like a CFP
(financialplanningassociation.org) The course, 'Making the Future
of Financial Planning,' is offered by the Institute for the
Fiduciary Standard.
Knut Rostad, president of
the Fiduciary Institute, stated, "Dick
Wagner believed financial planning can be 'The most
important authentic profession of the 21st century.' We
need leaders who can make it happen. This course will help
them."
Elizabeth Jetton, faculty
member and Adjunct Professor at Golden Gate
University, said, "Today's visionary leaders and educators
illuminate a pathway and framework to a more vibrant, elevated and
impactful profession. Grounded in the seminal work of Dick Wagner, CFP, JD, this is a leading edge and
transformational course for the next generation of thought leaders
and master practitioners."
The course premiered in 2023. Mark
Rosinski, Kotys Wealth Professionals, says, "I took the
course to be better prepared to advance financial planning. The
faculty is a fiduciary 'Dream Team.' Each class offered wisdom,
experience, and real-world examples on what it means to live the
fiduciary standard.
Envestnet Co-sponsors the Course
The Institute for the Fiduciary Standard is pleased to announce
that Envestnet, a leading provider of integrated technology,
intelligent data, and wealth solutions, has agreed to co-sponsor
the 2024 course.
Dana D'Auria, board member for The Fiduciary Institute,
and co-chief investment officer and group president of Envestnet
shares her support for the program. "Envestnet is committed to
leading the growth of wealth managers and fostering next generation
talent in our industry, by bridging the gap between academia and
the industry. We are proud to support the course, which is offered
by an Institute with a proven track record of passionate support
for the registered investment advisor and financial planning
community."
Harold Evensky, a
consultant to Envestnet | MoneyGuide and a faculty member for the
2024 course, added "Envestnet and the Institute for the Fiduciary
Standard are committed to educate and mentor the next generation of
financial planners. This course lays the groundwork for future
financial planners in America to uphold Dick Wagner's legacy while proactively meeting
the evolving needs of clients."
Making the Future of Financial
Planning Course Designed for Future Leaders
"Making the Future of Financial Planning" is for the next
generation of financial planning leaders. The course is taught by
veteran planning leaders and subject matter experts who will
provide the knowledge and insights planners need to think
strategically advance Dick Wagner's
vision for planning.
Class Schedule
Online classes will be held at
1:30-3:00 PM ET on the
following dates:
June 25
|
|
The Teaching of Dick
Wagner: Jetton
|
|
|
|
|
|
The first class
provides an overview of Wagner's Financial Planning 3.0,
defining Finology and how it provides our profession with a
metatheory and framework for financial planning as a true helping
profession. The class will cover the theory of integral finance as
a way to frame the four aspects of our engagement with clients to
make the most significant impact.
|
|
|
|
July
17
|
|
Evolution of
Financial Planning: Evensky and Millar
|
|
|
|
|
|
Class two highlights
planning's evolution from CPA and CFP perspectives. Topic include
the CPA as Advisor, the Advisers Act of 1940, the Supreme Court in
SEC v Capital Gains Research Bureau, the 1969 meeting in Chicago
and FPA victory against the SEC's Merrill Lynch Rule.
|
|
|
|
August
6
|
|
Financial Planning
Today and Tomorrow from Two Innovators: Kahler and
Levin
|
|
|
|
|
|
Class three draws from
the experience of two leading planners shaping their practices and
the evolving profession. The growth of financial therapy and the
meaning of "independence" offer two examples of the new breadth of
planning.
|
|
|
|
August
27
|
|
Getting There in
Real Life: Holland and Moisand
|
|
|
|
|
|
In class four, two
industry leaders offer their experiences and advice in a Q&A
format on how next gen planners can move planning forward. Hear the
strategies and tactics they used.
|
|
|
|
September
12
|
|
The State of
Fiduciary Advice in Regulation and Practice: Rostad and colleague
|
|
|
|
|
|
Class five drills down
on the state of the fiduciary standard and the threats and
opportunities in leading planning and advice forward.
|
|
|
|
September
30
|
|
AI and Financial
Planning: Dan Solin
|
|
|
|
|
|
Class six … AI.
What if the experts are right and AI will match the intelligence of
any person next year or shortly thereafter? A realistic assessment
of the impact of AI on financial advisors.
|
|
|
|
The 2024 Faculty
Harold Evensky, Founder,
Evensky & Katz / Foldes
Harold R. Evensky | Evensky
Cheryl Holland, Founder,
Abacus Planning Group
Cheryl Holland, CFP ® | LinkedIn
Elizabeth Jetton, M.Ed.,
Financial Life Planning, CFP®
Adjunct Professor, Golden Gate
University
Elizabeth Jetton, M.Ed., CFP |
LinkedIn
Rick Kahler, MSFP, CFP®,
CFT-1™, CeFT®
President, Kahler Financial Group
Rick Kahler, MS, CFP®, CFT-I™,
CIFSP, CeFT® | LinkedIn
Ross Levin, CFP®
Founder & Shareholder, Accredited Investors
Ross Levin | LinkedIn
Andrea Millar, RLP®, CFLA,
CSA, CPA/PFS
Founder, Andrea Millar Life Planning
Andrea Millar, RLP®, CSA, CFLA,
CPA/PFS | LinkedIn
Daniel B. Moisand, CFP
®
Dan Moisand | Moisand Fitzgerald
Tamayo
Dan
Solin
www.DanSolin.com
Knut Rostad, MBA
Founder, President, Institute for the Fiduciary Standard
Registration Information
- Registration is limited to 24 students. Students will attend
and complete work in teams. Teams will be evaluated based on their
five-page paper. Authors of successful papers will receive a course
certificate. The first class is June
25th.
- Classes will include readings, provided by faculty, to be
listed on the Fiduciary Institute website.
- NAPFA, FPA, AICPA, CFPB, CFA Charterholder, Next Gen advisors,
and planners are invited.
- Classes stress discussion of the faculty presentations and
readings. Optional: Paper themes will be presented and discussed by
all students in an extra class.
- There are two fee schedules. For students who are Institute for
the Fiduciary Standard Real Fiduciary Advisors, the fee is
$275. For others the fee is
$425. Payment to: Institute for the
Fiduciary Standard, P.O. Box 3201, McLean. Virginia. 22103.
- For further information, contact: Knut
Rostad at Knut@thefiduciaryinstitute.org
Next Gen Leadership Forum
The Next Gen Leadership Forum (NGLF) is a project of the
Institute for the Fiduciary Standard. NGLF develops leaders through
education and diverse learning experiences. The founding
members are:
Anne Marie Ashworth CFP®, Abacus Planning Group
Christine Crigler, CFP®, The Colony
Group
Yesenia Realejo, CFP®, Tobias
Financial Advisors
Mark Rosinski, CPA, CFP®, Kotys
Wealth Professionals
Lauren Stansell, CFP®, Yeske
Buie
Eileen Stevens, CFP®, CI
RegentAtlantic Private Wealth
Institute for the Fiduciary Standard
The Institute for the Fiduciary Standard formed in 2011 as a
not-for-profit to provide research and education on fiduciary
duties in investment advice and financial planning. The Institute's
Real Fiduciary™ Practices represent best practices. See
www.thefiduciaryinstitute.org.
CONTACT: Knut
Rostad
301-509-6468 . Knut@TheFiduciaryInstitute.org
View original content to download
multimedia:https://www.prnewswire.com/news-releases/course-preps-future-financial-planning-leaders-in-dick-wagners-vision--registration-now-open-302117785.html
SOURCE Institute for the Fiduciary Standard