The Institute for the Fiduciary Standard has opened registration for an education program aimed at cultivating next-gen leadership within the financial planning and wealth management space.
The course, Making the Future of Financial Planning, builds on the ideas of industry icon Dick Wagner, promoting his belief that financial planning is crucial in the 21st century.
Wagner, who passed away nearly a decade ago, became a founding father of the financial planning movement when he published his seminal piece, "To Think Like a CFP," in 1990.
"Dick Wagner believed financial planning can be 'The most important authentic profession of the 21st century,'” Knut Rostad, president of the Fiduciary Institute, said in a statement.
Rostad is on the faculty for the course, along with veteran planners and subject matter experts such as Elizabeth Jetton, adjunct professor at Golden Gate University.
"Today's visionary leaders and educators illuminate a pathway and framework to a more vibrant, elevated and impactful profession,” Jetton said, highlighting the program’s transformative potential for “the next generation of thought leaders and master practitioners.”
After launching the course in 2023, the Fiduciary Institute has garnered support for the second year of the program from Envestnet, which is serving as a co-sponsor. Harold Evensky, consultant to Envestnet’s MoneyGuide financial planning software platform, is also joining the faculty leading the program.
“Envestnet and the Institute for the Fiduciary Standard are committed to educate and mentor the next generation of financial planners,” Evensky said. “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."
The Fiduciary Institute is opening the 14-week course to planners and next-gen advisors, including members of NAPFA, FPA, AICPA, CFPB, and CFA charterholders, with classes scheduled to begin on June 25.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
