WP is First Institution to Receive Financial Planning Assn. of New Jersey’s “Heart of Financial Planning Award”

--This marks the first time a Financial Planning Association conference was hosted by a college or university

Dean Siamack Shojai accepts award from Diane DeOliveira, president, FPA NJ Chapter

William Paterson University, known for having one of the top programs in the nation for financial planners, is the first institution to receive the Financial Planning Association’s “Heart of Financial Planning Award” at its New Jersey conference held on the University’s campus on Thursday, November 2. This is the first time a college or university has hosted the conference.

Topics included coaching and communicating with your client by Jay Mooreland, founder of The Emotion Investor and an expert in behavior investing. Other information sessions were held on global innovating investing, retirement, longevity, smart fiduciaries, and the keys to building a more tax-efficient portfolio. More information can be found on the FPA’s website.

Nearly 200 financial industry executives attended the event, including financial planners and advisors.

William Paterson was the first institution to receive the “Heart of Financial Planning Award” for its support and contributions to the profession, including offering a bachelor’s degree in financial planning through its Cotsakos College of Business. William Paterson’s program, one of the top in the nation for financial planners, is known for offering student volunteer support at FPA conventions, winning top awards in student competitions, and being the first university to organize a student chapter of the FPA.

William Paterson is consistently rated by Financial Planning Magazine as one of the nation’s top schools for future financial planners.

The University’s students have garnered top awards in national competitions. In 2016, the team of three William Paterson students won top prize at the Financial Planning Association's (FPA) National Financial Planning Challenge held in Baltimore, MD in September 2016.

Established as a program in the University’s Cotsakos College of Business in 2009, students have the advantage of state-of-the-art training facilities – the Financial Learning Center trading floor as well as the Russ Berrie Institute for Professional Sales.

 

 

 

 

10/31/17