"The learning lab is a monumental example of public education and private industry coming together to provide needed resources to develop future leaders, promote student success, enhance the business community and benefit the public through improved financial advice and planning," says Kjell Knudsen, LSBE dean. "JNBA and TD Ameritrade Institutional's dedication to our students and the future of the industry is exceptional. We're proud to be one of the first in the nation to offer this innovative program that will benefit the entire community."
The Details
The TD AMERTITRADE Learning Lab will serve as an innovative, remote classroom, where up to 40 LSBE students each year will work on financial planning projects and coursework using real financial planning software and tools such as iRebal™, TD Ameritrade Institutional's Veo™ advisor platform, MoneyGuidePro™ and Morningstar™, as well as receive practical experience working side-by-side with JNBA professionals inside an actual advisory firm. An LSBE director, a faculty member in finance, will oversee the learning lab, and JNBA professionals will work in partnership with LSBE staff to teach students about ethics, client service, operations, and other topics and experiences to help better prepare them for the real world.
While students won't work on actual client accounts or have access to confidential client information, they will be able to participate in discussions about broader financial planning approaches, tactics and anonymous case studies. Due to its downtown location, professionals from the business community will also play an important role as guest lecturers on specific topics and areas of expertise such as estate planning, tax planning, and risk management.
TD AMERITRADE, Inc. Disclosure Information
Picture Courtesy of Kevin Podvin
