ADD VALUE FOR YOUR CLIENTS AND ADVANCE
YOUR CAREER
The multi-faceted and sophisticated financial world requires
competent practitioners to plan, assess, and evaluate a client’s
financial future. The Executive Development Center Financial Planning Program
provides the scope of knowledge and expertise
required to deliver full-service financial guidance.
This quality
program presents the skills, information and regulations necessary for you to
assist clients in accumulating, conserving, and transferring
personal wealth.
Financial professionals are finding increased
emphasis on attending the CERTIFIED FINANCIAL PLANNER™ certification.
This certification has long been recognized as the most rigorous
standard of competence available and it demon-
strates a personal
commitment to excellence.
Take individual courses or complete all six to satisfy the
CFP Board's
education requirement.
TWO WAYS TO LEARN FINANCIAL PLANNING
The Executive Development Center now offers two Financial Certificate Programs: ACCELERATED and TRADITIONAL.
Both formats are designed to align to your learning style and professional goals. You can take classes in either format.
ACCELERATED FINANCIAL PLANNING
Bryant's Accelerated Financial Planning Program is designed for working professionals with a minimum of 3 - 5 years of experience in the financial services industry. The program will
provide you with a thorough education and com-
prehensive understanding of the
CFP Board 89-topic curriculum while increasing the practical application of these topics to your daily practice. Click here to see an overview at left.
TRADITIONAL FINANCIAL PLANNING
These courses meet weekly over a
12-week period to allow sufficient reinforcement of the learning objectives. The program may be completed in
12-24 months. The traditional program
is ideal for those who learn best in
a traditional class-
room format, prefer
an environment with regular instructor
interaction and feedback, seek
networking opportunities, are able
to commit to attend 12-week
semesters, or are new to
the field or
are considering a career change.
Traditional and Accelerated programs
provide CE credits and can be delivered
at Bryant or your desired location.
Please contact us for more information.
SCHOLARSHIP OPPORTUNITIES
We are pleased to announce two scholarship opportunities for eligible students in
the Financial Planning Certificate Program. To view more details at left,
click here. For application information, please contact
Jennifer Chasse, Program Manager, at (401) 232-6501 or jchasse@bryant.edu.
DEMONSTRATE YOUR EXCELLENCE IN KNOWLEDGE
Learn and Earn the Long-Term Care Certification (LTCP)
As medical advances allow society to live longer and family demographics change,
our health and daily living needs have changed dramatically. The Long-Term
Care Professional (LTCP) designation is designed to provide expertise in this area
to insurance professionals and financial planners.
Learn the LTCP Body of Knowledge and earn the designation to expand
your business and better serve your clients. This emerging designation will
set you apart from your peers as you demonstrate your commitment to
earn the LTCP certifica-
tion.
America's Health Insurance Plans (AHIP) and the American Association
of Long-Term Care InsuranceT (AALTCI) co-sponsor the LTCP designation.
This designation is the only designation curriculum that focuses exclusively
on long-term care insurance.
Upon completion of the program, you will be well-versed in
the methods of
financing long-term care needs, the long-term care insurance product, and
issues surrounding claims and administration. Click here to see course details at left.
WHO SHOULD ATTEND?
This program is designed for agents, brokers, financial plan-ners,
administrators, and staff working
in insurance and health care.
Insurance companies can sponsor this program on-site at your desired location for group training.
Amy Gates
EXECUTIVE VICE PRESIDENT
FINANCIAL ADVISOR
GLOBAL EQUITY ADVISORS, LLC
The Long-Term Care Program at Bryant
University expanded my understanding
of clients needs so I may help them
achieve dignity and a quality of life at
a time when they are most vulnerable.
Learn at Your Location
Location, Location, Location. On-
site corporate-sponsored, evening programs are available using your tuition reimbursement. For details, contact Jennifer Chasse, Program Manager, at (401) 232-6501 or jchasse@bryant.edu.
"The instructor as very passionate
about the subject matter. He moti-
vated me and others in the class
to excel
in the field."
-- Paul Bolles, Retirement
Brokerage Service Specialist
Fidelity Investments
Financial Planning Association of RI
Students of Bryant's Financial Planning Certificate Program are eligible
to join the Financial Planning Associa-tion of Rhode Island at a reduced
rate. Click here for more information or to join.
"The instructor had a good grasp
of the subject matter and was able
to break it down and make complex
issues simpler."
--
Walter Craddock
Estate Planning Resources
Contact Jennifer Chasse,
Program Manager, jchasse@bryant.edu,
401-232-6501
Group discounts and customized training are available. Please contact
Annette Cerilli, Director, Executive Development Center
at (401) 232-6323
or acerilli@bryant.edu.
1150 Douglas Pike, Smithfield, RI 02917-1283
Telephone: 401-232-6200
Fax: 401-232-6704
Email: edc@bryant.edu Site design by ritterconsulting.com
