"I enjoy helping people uncover their financial goals and implement a plan to meet them. Many people believe their means may be too modest to warrant engaging a financial professional, but I have found that once they've begun the process, they are pleased with the decision. Nearly everyone can benefit from the process.
"The instructors in UD's Certificate in Financial Planning bring real-world experience to the program's educational concepts, and the case analysis methods give students the opportunity to develop their skills. I also liked the fact that the same group of students were kept together for the duration of the program, to complete the certificate as a team.
"The financial industry became my second career after retiring with 32 years in the chemical industry in various managerial and technical roles. Without question, being a graduate of this program benefited my career and no doubt contributed greatly to my company's decision to offer me my current position.
"To prepare for the CFP exam, I used my class notes and some additional test preparation materials. In our classes, we reviewed many questions from old CFP exams, which prepared me for the types of questions encountered on the actual exam. I passed the exam on my first try."
Mark Nehra, CFP®, is an Investment Adviser Representative for MetLife's Independence Wealth Strategies an office of MetLife. He completed the University of Delaware's Certificate in Financial Planning in March 2008 and passed the CFP exam in July 2008.
Metropolitan Life Insurance Company (MLIC), NewYork, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC) and a registered investment adviser, 111 Continental Drive; Suite 305, Newark, DE; 302-738-0888. MLIC and MSI are MetLife companies.
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