Financial Advisor Shortage Leads to Increased Opportunities

Financial Advisor Shortage Leads to Increased Opportunities

Posted by CU South Denver on Apr 23, 2018 10:09:49 AM

Lone Tree – According to a report derived from the Bureau of Labor Statistics (BLS), the financial planning industry is currently on the rise and is projected to grow by 30 percent come 2024. Experts project this could cause a serious financial advisor shortage.

CU South Denver recently announced that the CU Boulder Leeds School of Business Personal Financial Planner Certificate program, developed with support from the Charles Schwab Foundation, will be delivered at the CU South Denver Lone Tree location. This program is designed for both financial service professionals who seek to build additional skills for serving the needs of their individual clients and career-changers who are looking to acquire the knowledge necessary to effectively transition into the profession.

Starting in May of this year, students will have the opportunity to accelerate their career by taking timely and relevant certificate courses that are consistent with what is expected from an award-winning, AACSB-accredited business school. The program is also an elective pathway to a master’s degree offered at CU South Denver - MS Finance, Personal Financial Planning Emphasis.

“The entire program was designed to not only set up each participate for success on their Certified Financial Planner (CFP®) Exam but to create a unique learning experience that would elevate client-service skills and promote community,” says Harry Mohr Starn, the director of this program and senior instructor at Leeds School of Business. He notes the distinctiveness of this program, stating that it “combines highly-interactive face-to-face classroom sessions with the best of online learning, including bi-weekly live video chats and pre-recorded CFP® topic lectures, which have been optimized for convenient viewing on handheld devices.”

The Personal Financial Planner Certificate offers the opportunity to elevate careers through increased client and colleague recognition, greater personal and professional satisfaction, ease of transition into the field and expanded career options. Additionally, new skills may give fresh vitality to an existing financial career through opening doors to job promotions and salary increases.

The PFP Certificate is available to individuals seeking to build their professional network and prepare to take the CFP examination. The program offers all-inclusive pricing and spaces are limited.


Media Contact:

Sarah Erickson (CU South Denver)

Kyla White (CU South Denver)

Topics: Talent Tips, Story

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