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Financial Planning Fraternity Gains Traction
['Diana Britton', 'Executive Editor', 'Wealth Management']
wealthmanagement
And about three years ago, Mac Gardner, founder and chief education officer at FinLit Tech, created Mu Nu Upsilon, the first professional fraternity for financial planning.
And the fraternity is elevating the financial planning profession.
Pledges learn how to use eMoney Advisor, the financial planning software.
Nesci, a financial planning major, joined MNY during his senior year and quickly became the group’s treasurer.
Nesci said the vetting processes at wealth management firms have become more strenuous, making it harder for financial planning students to get a foot in the door.