Jim also helped revise the curriculum for the Alternative Investments Program and the Endowments and Foundations Program. ♦ Certified Financial Planner Board of Standards (CFP Board) Jim served CFP Board as Director of Education and was responsible forthe 256 board registered financial planning programs offered through 152 universities and colleges across the country. Prior to serving as Director of Education Jim served on CFP Board’s job analysis/curriculum integration task force.
♦ Charles Schwab & Co. Jim served on Schwab’s inaugural Institutional Service Group Advisor Committee to help Schwab better understand its institutional clients including registered investment advisors, money managers, and independent financial planners.