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For FPA Members
 
 

Shadow Day

 

The Lutgert College of Business has partnered with FPA of Southwest Florida (SWFL FPA) to provide various opportunities for our students to learn more about the financial services industry—with a focus on those who are a CERTIFIED FINANCIAL PLANNER® (CFP®).

Students interested in learning more about the field are matched with a CFP® from the community and will spend a half day learning about the planner's specific practice and more about the breadth of the planning profession.  We are trying to better match students this year based on specific areas of interest (investing, estate planning etc.)

If you are interested in participating in the Shadow Day program, please fill out the Shadow Day Interest form and email it to Scott R. Schatzle, CFP®.

 

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