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Duhawk Digest | A Distinctly Loras Certification Program

Robert Waterbury 49 Views

When the new year kicks off, so does Loras College’s latest offering: the Certified Financial Planning Certification Program. Brian Kallback (’02), assistant professor of finance, joins the Duhawk Digest podcast to share details about what makes this new program a great opportunity for individuals interested in achieving CFP certification and what steps are being taken to make it uniquely Loras.

Jump to:
· Intro 0:00-1:53
· What do you need in order to be a CFP and what is Dalton Education? 1:53-2:53
· Benefit of Loras over other programs: 2:53-6:00, 11:12-13:45
· How our program works: 6:00-9:15
· Who should do the program?: 9:15-11:12
· What is a Certified Financial Planner and what is the CFP exam like? 14:17-17:10
· Fiduciary standard/acting in the client’s best interest: 17:10-19:45
· How do you know if you’re ready?/What’s the timeline?: 19:45-22:15
· Brian Kallback’s best piece of advice/next steps: 22:15-29:20

For more information on the CFP Certification program and to apply, visit the program page.

About Loras College
Founded in 1839, Loras College leverages its historic roots as Iowa’s first college, the second oldest Catholic college west of the Mississippi River and one of the nation’s 10 diocesan colleges to deliver challenging, life-changing experiences as part of its residential, Catholic setting. In 2019, Loras was the second-highest ranked Catholic college in the state of Iowa according to College Consensus, the 16th Best Regional College in the Midwest by U.S. News & World Report and one of America’s Top 200 Most Loved Colleges/Universities by Forbes Magazine for the third consecutive year. Loras students ranked No. 2 in the world as part of the global Peeptrade Investment Challenge while a second group ranked No. 4. For the 10th consecutive year, Loras Media Studies student-led television station (LCTV) was named the TV Station of the Year by the Iowa College Media Association (ICMA).