Business Planning Group of Florida |
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The Wharton ExperienceOur group is proud to recognize that one of our team members has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. They are one of a select group of AXA financial professionals nationwide to complete this elite program. The Wharton School is recognized around the world for its academic excellence at every level of business education. The certificate curriculum was developed for AXA Advisors' financial professionals to provide a higher level of preparation and knowledge to best serve the retirement planning needs of their valued clients. This weeklong course included 50 hours of intensive study taught by 10 Wharton School faculty members. Topics covered included:
The Wharton program is part of AXA's overall commitment to providing clients with the most comprehensive and up-to-date advice on a broad range of financial topics related to retirement. AXA chose Wharton because of its leadership in management research, education and knowledge creation. Focusing on specific concepts and issues that are most important to the "At Retirement" generation, AXA Advisors and The Wharton School developed this comprehensive program. Selected on the basis of their value-based approach to relationship management, participants worked to strengthen their retirement risk-management and financial asset allocation knowledge and methodology. Our financial professionals work with individuals and business owners to help them define their retirement goals and formulate strategies to help meet their unique financial needs and objectives. 
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