Boston University Offers Online Program
Boston University has begun offering an interactive, multimedia online program for financial planners.
The program, which was started in September, is being developed with Acadient Inc., a Boston-based developer and distributor of multimedia, interactive education for the financial services industry.
Robert J. Glovsky, president of Mintz Levin Financial Advisors in Boston, is director of the program, which offers courses on personal finance, investments, taxation, estate planning, life and health insurance, and employee benefits and retirement planning. The online program is based on the university‚s classroom financial planning program, which was founded in 1981 and is one of the oldest in the country.
"It‚s our belief that we‚ve created the next generation of online training. Most online training programs follow an online syllabus, where you read a chapter and come back and read another chapter. We‚ve created an interactive program in which you can test your knowledge as you‚re going along," says Robert J. Powell III, Acadient managing director.
He adds there are about 140 classroom-based financial planning programs in the country, but only about 10% of them have online offerings.
Powell notes that the CFP Board was to decide in mid-September whether Boston University‚s online courses can be used to fulfill CFP Board of Standards requirements for instruction leading up to the CFP certification examination. Students who complete BU‚s six courses would then be able to sit for the two-day exam.
For more information, visit www.bu.edu/finplanners.
Eaton Vance Expands Team
Boston-based Eaton Vance is expanding its efforts in managed accounts by adding two positions to its managed accounts sales and marketing group.
Eaton Vance Distributors Inc., a subsidiary of Eaton Vance Corp., named Robert B. Ellerbeck and Lindsey Lambert Kidder as regional sales directors.
Ellerbeck will handle sales in northern California, Oregon, Washington, Alaska, Idaho, Montana, Utah and Wyoming. Ellerbeck joined Eaton Vance from Simms Capital Manage-ment, where he served as principal and regional director of the West Coast Division.