Preparing the Next Generation of Financial Advisors | MSUToday

Vincent Pucillo is a senior specializing in marketing in the Broad College of Commerce, minor in Financial Planning and Wealth Management and Entrepreneurship and Innovation. He is currently president of the MSU Wealth Management Association who plays a key role in Michigan’s upcoming FPA Student Success Summit February 4.

Vincent Pucillo

Downtown Josh Brown is a name most financial planning professionals have heard of to some degree. He is the CEO of Ritholtz Wealth Management in New York, a CNBC contributor, and a podcast personality who was selected as the keynote speaker for the Financial Planning Association’s inaugural Student Success Summit last year. Besides Josh, there were several other prominent and notable names in financial planning who were able to present to the students attending the summit.

Looking back on last year’s event, it was a great experience to learn so many things, not the least of which included how to study for the Certified Financial Planner exam, life planning, scholarship opportunities studies and, to top it off, a virtual career. equity and networking. Having the opportunity to learn about several facets of financial planning and then being exposed to employers is the best of both worlds when it comes to learning and applying. This shows how much the planners of this event want students to have as much exposure to the profession as possible and to be hired with a job in financial planning.

But that’s what makes the Student Success Summit really special, it’s the collaboration of financial planners across the country who help and guide students to success in this career. In other words, this event truly puts the student first. The other thing that I find really exciting is the willingness of these speakers to share their experiences so that we can best serve our customers in the future.

This year’s event, which will take place on February 4, aims to build on the success of last year’s event, featuring excellent speakers and topics such as behavioral finance, investment management and building a brand for yourself. There will also be a Q&A with the hosts of the Animal Spirits podcast, as well as all the experiments from the past year. I’m proud to say that MSU’s Wealth Management Association, along with students from other Michigan universities, helped bring this year’s event to life.

In a world of ever longer life expectancies and where most financial planners are aging and ready to retire, the profession is more important than ever. If helping people with their finances and helping them achieve their financial goals or leaving a legacy for their family sounds interesting to you, I highly recommend this event. Register at the top and learn more about the FPA on their website.

Previous AM Best confirms credit ratings of Middle East Insurance Company Plc
Next Gas Bills Rise: February Cold Snap NGO's OK Commission Costs $1.357 Billion | Local business news