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Certificate in Financial Planning

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- Chris McFadden

What it Means to be a Certified Financial Planner™ Professional

Guest Lecture Series
Jan 22, 2013 02:00 pm
Jan 22, 2013 02:30 pm
30 minutes
  • What is the CFP certification?
  • The Four E’s (Requirements to become a CFP)
  • How will it help you build your brand
  • The steps needed to complete your education and register for exam

 


Instructor Bio:

 

Veronica Niter, MBA, MAED
Assistant Director of Admissions, Dalton Education


For nearly 7 years, I have built a successful sales career in finance and education. My sales career began at Wells Fargo Financial as an Assistant Store Manager. During my tenure at Wells Fargo Financial, I focused on mortgage, insurance, and unsecured/secured loans. I later joined AIG American General Life and Accident Insurance Company as a Licensed Agent in the State of Alabama, Mississippi, and Florida. My focus was to provide financial planning to individuals and small businesses. I then joined Manpower as a Permanent Placement Recruiter during which time I offered full cycle recruiting to several companies within the manufacturing, industrial, finance, and education industries.

After joining Dalton Education as an Assistant Director of Admissions at Dalton Education, I’m committed to providing CFP candidates with a program that consists of providing the highest quality CFP® education through premier university partners such as NYU, Northwestern, University of Miami, Texas A&M, UT-Dallas, University of Richmond, Wake Forest, Pepperdine and many more! My top goal is to help you choose a program that suits all of your needs so that you can earn the desirable CFP® designation.   
 

 

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