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Boston University to Offer Online Program for Financial Planners; Program developed and distributed by Acadient, Inc.


BOSTON--(BUSINESS WIRE)--July 18, 2002

Courses Feature Pearson Education Pearson Education is an international publisher of textbooks and other educational material, such as multimedia learning tools. Pearson Education is part of Pearson PLC. It is headquartered in Upper Saddle River, New Jersey.  and National Underwriter Textbooks

Boston University Boston University, at Boston, Mass.; coeducational; founded 1839, chartered 1869, first baccalaureate granted 1871. It is composed of 16 schools and colleges. , one of the nation's most prestigious academic institutions, today announced plans to develop in partnership with Acadient, Inc. an interactive, multimedia Online Program for Financial Planners. The Program features content from Pearson Education, the world's largest integrated educational publisher (a Pearson, NYSE NYSE

See: New York Stock Exchange
: PSO PSO - Oracle Parallel Server , company), and The National Underwriter Company, a leading professional and educational publisher for the financial planning Financial planning

Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against
 industry.

The Boston University Online Program for Financial Planners will be based on what is today one of the nation's oldest classroom-based programs for financial planners - The Boston University Program for Financial Planners which was founded in 1981. Subject to approval, which is anticipated in September 2002, students who complete the Boston University Online Program for Financial Planners will fulfill Certified Financial Planner Certified Financial Planner (CFP)

A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs.
 Board of Standards (CFP 1. CFP - Constraint Functional Programming.
2. CFP - Communicating Functional Processes.
3. CFP - Call For Papers (for a conference).
 Board) requirements for instruction leading up to the CFP(R) Certification Examination1.

"Boston University's Program for Financial Planners was established more than two decades ago to meet the need for professionals trained to assist clients in planning for present and future financial security," said Program Director Robert J. Glovsky, JD, LLM LLM
abbr.
Latin Legum Magister (Master of Laws)


LLM Master of Laws [Latin Legum Magister]

Noun 1.
, CFP(R), ChFC, CLU (language) CLU - (CLUster) An object-oriented programming language developed at MIT by Liskov et al in 1974-1975.

CLU is an object-oriented language of the Pascal family designed to support data abstraction, similar to Alphard.
. "Today, Boston University builds upon its long history of excellence in education in creating the Online Program for Financial Planners. The Boston University Online Program for Financial Planners is an interactive, multimedia program that will deliver the same high quality education found in our classroom-based program, as well as continue our long tradition of meeting the needs of a diverse array of financial professionals from around the world who desire anytime, anywhere access."

John Ebersole John Joel Ebersole (born November 5, 1948 in Altoona, Pennsylvania) is a former American Football linebacker in the National Football League for the New York Jets. He played college football at Penn State University and was selected in the fourth round of the 1970 NFL Draft. , Associate Provost and Dean of Boston University's Division of Extended Education, said the Boston University's Online Program for Financial Planners satisfies three of the Division's academic and business objectives. "The central purpose of Boston University's distance education division is access," he said. "We want to make our classroom-based programs available to a wide range of students around the world. We are also committed to meeting the continuing education continuing education: see adult education.
continuing education
 or adult education

Any form of learning provided for adults. In the U.S. the University of Wisconsin was the first academic institution to offer such programs (1904).
 needs of businesses. And last, we want to be seen as a source of professional certifications. The acquisition of a certification by a student is a very important way of demonstrating competence and credibility in an increasingly complex and competitive economy."

The Boston University Online Program for Financial Planners is being developed in partnership with Boston-based Acadient, Inc., a leading developer and distributor of interactive, multimedia education to the financial services The examples and perspective in this article or section may not represent a worldwide view of the subject.
Please [ improve this article] or discuss the issue on the talk page.
 industry.

"Acadient, which understands how to use technology to deliver education, is excited to partner with Boston University, one of the world's great academic institutions, to develop the Online Program for Financial Planners," said Greg Titus, President of Acadient. "This Program is especially unique in that it blends the best of the classroom experience with the best of online experience. It incorporates adult learning principles along with the practical experience of Boston University's faculty and instructors to create the next generation of learning for the financial planning profession."

Titus also said the Boston University Online Program complements Acadient's Mutual Fund Industry Specialist Certificate Program, which was built in partnership with the National Investment Company Service Association.

The Boston University Online Program for Financial Planners, which will consist of six courses, including Introduction to Financial Planning, Risk Management, Investments, Tax Planning Tax planning

Devising strategies throughout the year in order to minimize tax liability, for example, by choosing a tax filing status that is most beneficial to the taxpayer.
, Retirement Planning Retirement financial planning refers to a collection of systems, methods, and processes which, in their aggregate, support a family unit's (client's) desire to achieve a state of financial independence, such that the need to be gainfully employed is optional.  and Employee Benefits, and Estate Planning Estate Planning

The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death.

Notes:
Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the
, is expected to be available later this year. "The Program's courses enhance a student 's understanding of a variety of financial strategies and products, and introduce the basics of financial planning," said Glovsky.

In addition to the practical experience of the Boston University Program for Financial Planners' instructors, the courses in the Program will feature textbooks from Pearson Education, which has the most widely trusted and respected programs in educational and professional publishing. The Pearson textbooks have been authored by some of the world's leading authorities on investments, insurance, estate planning, taxes, and retirement and employee benefit planning, including those by Nobel Prize Nobel Prize, award given for outstanding achievement in physics, chemistry, physiology or medicine, peace, or literature. The awards were established by the will of Alfred Nobel, who left a fund to provide annual prizes in the five areas listed above.  for Economics Laureate William Sharpe The following men have had the name of William Sharpe:
  • William Sharpe (politician), a delegate to the Continental Congress from North Carolina.
  • William Forsyth Sharpe, a nobel prize-winning economist.
, Ph.D. Some of the Pearson textbooks that will be used and incorporated in the Boston University Online Program for Financial Planners include:

--Personal Finance: Turning Money into Wealth and Workbook Package, 2/e by Arthur Keown

--Fundamentals of Investments by William Sharpe, Gordon Alexander and Jeffrey Bailey

--Prentice Hall Federal Taxation 2003 Individuals: 1/e by Thomas Pope Sir Thomas Pope (c. 1507 – January 29, 1559), founder of Trinity College, Oxford, was born at Deddington, near Banbury, Oxfordshire, probably in 1507, for he was about sixteen years old when his father, a yeoman farmer, died in 1523. , Kenneth Anderson Ken or Kenneth Anderson may refer to:
  • Kenneth Anderson (boxer) (born 1983) Scottish boxer
  • Ken Anderson (wrestler) (born 1976), better known by the ring name Mr.
 and John Kramer

--Life and Health Insurance, 13/e by Harold D. Skipper, Jr. and Kenneth Black

Other courses in the Program feature textbooks from The National Underwriter Company, which is regarded as one of the premiere publishers of professional references for financial planners, and is known for its high quality content and stable of industry-trusted authors and editors. The Program will incorporate two textbooks from the company's prestigious Tools & Techniques Series. Stephan Leimberg, a nationally- recognized planning expert and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board.  of Leimberg and LeClair, Inc., an estate and financial planning software company, is lead author of the Series. Several prominent planning professionals also contributed to the books. Those books include:

--The Tools and Techniques of Estate Planning, 12th Edition by Stephan R. Leimberg, JD, CLU

--The Tools and Techniques of Employee Benefit and Retirement Planning, by Stephan R. Leimberg, JD, CLU

The Boston University Online Program for Financial Planners will be made available through financial services companies for their employees and constituents, as well as to individuals. Students can also enroll in the Program to obtain Continuing Education Units continuing education unit (CEU),
n educational classes or experiences for licensed dental professionals that extend, update, or renew their knowledge of practices in their field. Some classes may be required for relicensing.
 for career development and advancement, to improve overall knowledge of financial planning, or to acquire specific knowledge.

Boston University and Acadient are also in the process of creating an Advisory Board comprised of thought and education leaders who will review and critique the quality of the Program.

Please visit to learn more about the Boston University Online Program for Financial Planners.

About Boston University and the Program for Financial Planners

Boston University, the fourth largest independent university in the United States United States, officially United States of America, republic (2005 est. pop. 295,734,000), 3,539,227 sq mi (9,166,598 sq km), North America. The United States is the world's third largest country in population and the fourth largest country in area. , enrolls nearly 29,000 students in its 17 schools and colleges. The University offers an exceptional grounding in the liberal arts liberal arts, term originally used to designate the arts or studies suited to freemen. It was applied in the Middle Ages to seven branches of learning, the trivium of grammar, logic, and rhetoric, and the quadrivium of arithmetic, geometry, astronomy, and music. , a broad range of program in the arts, sciences, engineering, and professional areas, and state-of-the-art facilities for teaching and research. Boston University is an equal opportunity, affirmative action affirmative action, in the United States, programs to overcome the effects of past societal discrimination by allocating jobs and resources to members of specific groups, such as minorities and women.  institution.

The Boston University Program for Financial Planners was established in 1981 to meet the need for professionals trained to assist clients in planning for present and future financial security. It is designed to meet the needs of a diverse array of financial professionals. A registration application has been submitted to CFP Board to register the Boston University Online Program for Financial Planners. Students who complete the six courses may sit for the two-day CFP(R) Certification Examination, pending approval from the CFP Board which is expected in September 2002.

About Acadient

Acadient is a leading developer and distributor of multimedia, interactive education for the financial services industry. Based in Boston, the company develops, hosts, and manages courseware, webcasts, and private-label online universities for financial services companies and industry organizations. The company's team of instructional and technology design experts delivers customized courseware and manages the online, offline, and e-commerce components of an organization's online learning systems. Visit www.acadient.com for more information.

About Pearson

Educating 100 million people worldwide, Pearson Education is the global leader in integrated education publishing. With such renowned brands as Prentice Hall, Longman, Scott Foresman, Addison Wesley, NCS (Network Call Signaling) CableLabs version of MGCP. See MGCP/MEGACO.

NCS - Network Computing System: Apollo's RPC system used by DEC and Hewlett-Packard.The protocol has been adopted by OSF.
 Pearson, and many others, Pearson Education provides quality content, assessment tools and educational services in all available media to a worldwide marketplace, spanning the learning curve from birth through college and beyond.

Pearson Education is also the global leader in online learning with nearly 2,000 textbook companion Web sites, the InformIT website for technology professionals, and the Learning Network, the award winning online resource for parents, teachers, and children.

Pearson Education is part of Pearson (NYSE: PSO), the international media company. In addition to Pearson Education, Pearson's primary operations include Financial Times Group and the Penguin Group.

About The National Underwriter Company

As one of the financial planning industry's leading publishers of books, reference services, and software and online products, The National Underwriter Company is committed to providing superior titles and educational offerings that help professionals at all levels achieve success. The company offers hundreds of high-quality, up-to-date resources for professionals in the financial services and human resources fields, among others. With key titles such as Tax Facts, FC&S Bulletins and The Tools & Techniques Series, National Underwriter has built a reputation for quality, excellence and accuracy among today's largest financial planning companies, Fortune 500 companies, universities and other educational programs. The National Underwriter Company also publishes two weekly magazines, National Underwriter/ Life & Health/Financial Services, and National Underwriter, Property & Casualty/Risk Benefits Management. Visit www.nationalunderwriter.com for more information.

(1) About the CFP(R) Certification

The CERTIFIED FINANCIAL PLANNER(TM)certification is the best-known certification in the financial planning community. CFP(R), CERTIFIED FINANCIAL PLANNER(TM)and the federally registered CFP (with flame logo) certification marks owned by Certified Financial Planner Board of Standards. The marks are awarded to individuals who successfully complete CFP Board'initial and ongoing certification requirements.

Boston University does not certify individuals to use the CFP(R), CERTIFIED FINANCIAL PLANNER(TM)and federally registered CFP (with flame logo) certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
COPYRIGHT 2002 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2002, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

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Publication:Business Wire
Geographic Code:1USA
Date:Jul 18, 2002
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