At JNBA, we are deeply committed to cultivating and preparing a diverse next generation of financial advisors – both within the walls of our firm and through many other opportunities to mentor future advisors. This month, CEO Richard Brown was interviewed by Minnesota Business magazine about the work we’ve done to establish the first-of-its-kind financial planning major at the University of Minnesota Duluth (UMD) that is now being emulated by organizations across the country.
The original program was a collaboration between ourselves, UMD and TD Ameritrade Institutional, designed to equip students with the kind of learning and hands-on experience that they need to successfully launch their careers after graduation. Accreditation in the program allows students to move directly into the Certified Financial Planner (CFP) exam, rather than log at least two years of required service in the industry first.
We believe that teaching students the technical skills of financial planning is half of the equation. As Richard noted, “The most important thing I brought to the CFP planning program was an understanding of responsible leadership. Having unwavering integrity and ethics, transparency and acting in your clients’ best interests are core values that books can’t teach.” This program has been another platform for us to champion the ethics that have been the pillars of JNBA since its founding – ethics we’re believing in the next generation to carry forward.
We’d love for you to give the article a read, and get in touch if you’d like to learn more about how JNBA infuses values like these into our work with our clients.