Financial Planning in the News

President Obama Appoints CPE’s Robert Glovsky

Mar 13, 2014

On March 11, 2014, Robert Glovsky, director emeritus of the Financial Planning Program offered through MET’s Center for Professional Education, was appointed to the President’s Advisory Council on Financial Capability for Young Americans. “It gives me great confidence that such dedicated and capable individuals have agreed to join this Administration to serve the American people,” said President Obama.

Read the press release here.

Boston University makes the cut in “30 Great Schools for Financial Planning.”

Nov 26th, 2013

For the third consecutive year, Financial Planning magazine has placed Boston University in its annual list of top schools for financial planning. This year, thirty individual schools made the cut, with Boston University being hailed for its faculty and student body diversity. Schools were chosen based on interviews with planning industry leaders and educators.

CPE's Financial Planning instructor, George Padula, quoted in Bankrate.com

November 20th, 2012

With computer-driven trading, today's market can be a wild ride. According to CPE Financial Planning instructor George Padula,

People are wondering, What is going on here?

The article, which appears in Bankrate.com and was also picked up in the Fox Business Personal Finance section, gives advice in taming stock trading.

BU in TOP 25 Schools for Financial Planning Education

November 16th, 2012

Financial Planning placed MET's non-credit Financial Planner Program, offered through the Center for Professional Education, in the list of the top 25 schools offering degrees and certificate for financial planners. In choosing the 25 schools, Financial Planning relied on a group of experts, both planners and academics. Read more.

Carolynn Tomin, program director for Boston University’s Financial Planning, coauthor’s book.

August 23rd, 2012

The National Underwriter Company has just published Principles of Estate Planning written by Carolynn Tomin, CFP®, and Colleen Carcone, J.D., CFP®. Features of the book are described in the following article.

Bob Glovsky, CPE's prior financial planning leader, merges his investment advisory firm.

June 1st, 2012

Glovsky merges his firm, Mintz Levin Financial Advisors (MLFA), with the Colony Group (coincidentally founded by MET alumnus and MET advisory board member, Peter Raimondi). He continues to work with CPE and serve on MET’s Advisory Board. In the new firm Glovsky will serve as vice chariman.

Read about the merger:
boston.com
Fiancial Planning
FA News
Boston Business Journal

Financial Planner ranked as 5th best job

May 1st, 2012


The study in this article says high pay, low stress and job security makes this an enviable position.

Read why this is such a good job!

Carolynn Tomin appointed chair of Certified Financial Planning Board’s Council on Education

February 9th, 2012


Met’s director of the Financial Planning Program, Carolynn Tomin, CFP®, will serve as 2012 chair for the Certified Financial Planning Board’s Council on Education. CFP Board’s Chief Executive Officer Kevin R. Keller, CAE says

I am confident that Carolynn’s expertise and success as an educator will translate to her leadership of the council.

Read More

CPE's Financial Planning program One of Top Ten Nationally

November 1st, 2011


Financial Planning cover

MET’s Financial Planning program is featured as one of the top 10 nationally by Financial Planning. Director Bob Glovsky is on the cover with CPE director Ruth Ann Murray quoted in the article.

We are the only not-for-profit certificate program in this top ten (the others typically imbed financial planning as concentrations within academic degrees), and the only private/non-profit institution on this list.

Read the article.

Three CPE Instructors receive Five Star Professional award

June 10th, 2011

Center for Professional Education Financial Planning instructors John O'Brien, Timothy LePain, and Daniel Galli were named recipients of the 2011 Five Star Professional Award. This award is given to service professionals who score highest in overall satisfaction as indicated by consumers. To learn more about the award and the selection process, visit fivestarprofessional.com.

See the full announcement printed in Boston Magazine.

Bob Glovsky Quoted in fins.com Article

September 15th, 2010

Robert J. Glovsky

Former Boston University Financial Planning Director Bob Glovsky was quoted in an article on fins.com on the importance of mentoring among financial advisers.

"A combination of solid continuing education and easy camaraderie—is not easy to find. But it is critical in the current challenging economy, according to Bob Glovsky, President of Mintz Levin's Financial Advisors and chairperson of the Certified Financial Planner Board of Standards. "Unlike in law or accounting, there is no defined career path for a young financial planner and there are many increasingly complex financial issues to understand," he says. "Having a mentor helps develop the required technical depth much faster."

Read the full article.

Gala Event Ushers in Glovsky Scholarship

June 28th, 2010

In March, Boston University's Center for Professional Education hosted a gala event to honor former Financial Planning program director Bob Glovsky and celebrate a newly endowed scholarship in his name. The Glovsky scholarship will be awarded to students who plan to provide financial advice to those traditionally underserved by the financial planning industry.

For more information about the event and scholarship, read the article featured in the Commencement 2010 issue of Metropolitan.

Pick a Planner Who Can Spell 'Fiduciary'

April 26th, 2008

The New York Times published an article on the importance of finding a financial planner that is also a fiduciary.

Someone who legally has a fiduciary duty will “have to work in the best interests of their client,” said Robert J. Glovsky, president of Mintz Levin Financial Advisors. That means they have to put your interests ahead of theirs at all times by providing advice on investments that will serve you — not them — best.

Read the full article on The New York Times.

Planners Wanted ASAP

February 23rd, 2008

A recent Newsweek article outlines an emerging need for financial planners. The Baby Boomer generation is reaching retirement age and is in need of advice and guidance from credible planners to help them decide what to do with their money. With this demand, a large amount of growth is expected in the financial planning field in the coming years.

The schools, however, turn out only a modest number of graduates each year. Most planners enter the field as a second career. The magazine Fast Company calls this one of the top jobs of the future—foreseeing 35 percent growth through 2012, and with great salaries, too. Consider it if you have a head for numbers plus people and counseling skills.

Read the full article on Newsweek.

Boston University does not certify individuals to use the CFP®, Certified Financial Planner and CFP<sup>®</sup> marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.