Course Preps Future Financial Planning Leaders in Dick Wagner's Vision - Registration Now Open [Yahoo! Finance]
Envestnet, Inc (ENV)
Last envestnet, inc earnings: 2/20 04:05 pm
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Source: Yahoo! Finance
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 25 th 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 21 st 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
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ENV
Earnings
- 2/22/24 - Beat
ENV
Sec Filings
- 4/5/24 - Form DEF
- 3/28/24 - Form 8-K
- 3/27/24 - Form 4
- ENV's page on the SEC website