Communication Economics Education Math 
CFO News Room
DECEMBER 17, 2022
In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).
Barry Ritholtz
JANUARY 24, 2023
STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99?
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CFO News Room
DECEMBER 20, 2022
” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.
CFO News Room
NOVEMBER 22, 2022
” It’s constant communication through the year. I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.”
CFO News Room
DECEMBER 27, 2022
Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. Michael: So where do you think about setting that threshold just relative to your business and economics?
CFO News Room
DECEMBER 6, 2022
I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. Natalie: Right. Michael: Right?
Barry Ritholtz
SEPTEMBER 12, 2022
And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.
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