Alfred State College Financial Planning Program

Join the Excitement ... The Innovative, Hands-On Education Provided by the Financial Planning Program at Alfred State College

The Financial Planning Program at Alfred State College, with its highly experienced faculty, provides students with a wealth of experiences designed to prepare them to become future leaders in the financial planning community.

Mission: In today's complex financial world, individual Americans and their families both need and deserve comprehensive, integrated and holistic financial planning advice to provide them with the means to identify and achieve their lifetime financial goals. In order to meet the increasing demand for financial advice of the highest quality, the mission of the SUNY at Alfred State College Business Department's Financial Planning BBA Degree Program is to: (1) educate students to the highest standards of excellence; (2) foster intellectual, ethical and personal development; (3) generate meaningful career paths for its graduates in the personal financial planning profession and in related fields; and (4) for students so inclined, to develop the entrepreneurial and management skills which are essential to the development, marketing and management of a financial planning firm or related firms.

Study Backs a Powerful Way to Manage Portfolio Risk

Manning & Napier Study Backs a Powerful Way to Manage Portfolio Risk Diversification across multiple asset classes is one of the most effective risk management tools available to investors, according to Manning & Napier.

Must you, should you, pay your interns?

Some of the tax/legal issues of paid vs. unpaid internships are posted here. A more relevant issue for recruiters - the best students get paid internships, ranging from $9/hr. to $30/hr., in my experience. Most advisory firms pay summer interns, but those that don't say the experience is still worthwhile.

Year One - InvestmentNews

Interesting series at InvestmentNews: Tracking Several First-Year Financial Planners and Their Experiences Copyright © 2014 Crain Communications Inc. Use of editorial content without permission is strictly prohibited. Privacy Policy and Terms & Conditions are applicable to you. All rights reserved.

[03/14/14]   Potential students - do you qualify for Alfred State's scholarships?

There are new award criteria for the three scholarships which are part of the Distinguished Scholars Program. If you possess a high school GPA of 89 or better, and an SAT score of 1150 or above (or an ACT composite score of 24 or above), you may be eliegible for a substantial scholarship to attend Alfred State.

Contact Alfred State's Admissions Deparatment for more information.

Will You Have Regrets? What Older Persons Can Teach Us ... | Scholarly Financial Planner

What we can learn now from older persons ... don't possess regrets at the end of your life.

How Advisors Get Paid Now

How Much Are Financial Advisors Getting Paid?

While the answer varies a GREAT DEAL depending on where you firm is located (upscale market vs. mass market, region of the country) and what type of firm you are in - and how good your firm is at client acquisition, this recent article shares some insights:

In larger RIA firms:
Senior Advisors: $218,600 (but another survey says $145,000)
Mid-Level Advisors: $103,250
Associate Advisor (new hire): $71,250.

I would caution, however, that in western New York State most of our graduates (as to those who stay in this area) are receiving compensation packages of $30,000 to $50,000, plus incentives (bonuses), if salaried. Those who work on a commission basis report either very low compensation their first year ($10,000, after expenses) or very high compensation ($75,000+).

One thing is certain - as the market has rebounded and is now at new highs, advisor compensation has increased in recent years. At the highest- performing firms, incentive pay and equity are becoming key components of advisor compensation.

Scholarship Program |

Scholarships for CFP Exam, From New Planner Recruiting

New Planner Recruiting has long been committed to supporting the next generation of financial planners by helping them to find the right financial planning jobs that will help them jumpstart their careers. And while we’ve always encouraged aspiring planners to pursue the CFP certification so they will be well positioned for long-term career success, now we’re excited to announce that we’ll be able to help even more directly, with our new CFP certification exam fee scholarship program!

This new merit-based scholarship program will offer three CFP candidates in 2014 a chance to receive $600 to cover the entire cost of their CFP certification exam fee. Scholarship candidates must be currently enrolled in a CFP Board registered program or have recently completed one, fill out an application for the scholarship itself demonstrating academic and personal accomplishments (along with a copy of transcript and two letters of recommendation), and sit for and pass the CFP exam prior to December, 31 2015. The $600 scholarship will be paid to winning candidates upon proof that they successfully passed the CFP exam.

For those who are interested in pursuing the scholarship, they can see further details on the eligibility requirements and process, as well as apply for the scholarship itself, by visiting Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!

Follow Your Heart ... with a Silver Nose | Scholarly Financial Planner

Follow Your Heart ... with a Silver Nose (Thoughts on choosing the right career path)

Why does Financial Planning seem so hard? Hint – there is a lot to it! #FinancialPlanning...

Nice article illustrating the need for lifelong learning in financial planning. While investments have always been difficult for consumers to figure out, the ideas behind financial planning are still relatively new, and as the field grows it seems to get harder. There has been...

How to Hire a Millennial

As this article points out, millenials need mentors. Would you like to volunteer to serve as a mentor to one of our Financial Planning Program students? What's involved - three phone calls (or, if in the same area, perhaps short meetings) a year, to discuss career path advice, networking, "life in the day of a financial planner," etc. Or, perhaps one of our students can shadow you for a day. If interested, please contact Asst. Prof. Ron Rhoades, [email protected]. Thank you. Advisors who want to hire millennials need to extend a hand, says one workplace consultant.

How to Train New Advisors

Great piece about training newly hired financial advisors, with good quotes from Caleb Brown of New Planner Recruiting. You ve finally hired some smart young associates. Consider these ideas to make them as productive as possible.

Moldenhauer & Associates, Independent Financial Planning In Western New York And Nationwide

Job Posting - Financial Advisor in Orchard Park, NY (Near Buffalo)

The Director of Staffing at Moldenhauer and Associates in Orchard Park has contacted Alfred State. The firm is currently looking to fill an open Advisor role. Any graduate in the near future, or alumni, should feel free to apply. Please contact:

Ron Toczek, Director of Staffing
Moldenhauer & Associates
6195 W. Quaker Street
Orchard Park, NY 14127
716-662-4361 (phone)
716-662-5509 (fax)
Linked In: Moldenhauer & Associates provides independent financial planning, retirement planning, estate planning, trust, and business consulting services for clients in Buffalo and throughout Western New York.

Advisors: How to Retain New Hires

Another great article from Caleb Brown, a nationwide recruiter for top financial planning firms. What should you be doing to ensure that your culture and management mentality perpetuate an attractive place for new hires to work and grow for years to come? Here are some tips to consider.

New Mega Firm: RCAP Announces $1.15B Acquisition of Cetera

RCAP becomes the second-largest independent broker-dealer. And another articles notes that independent BDs are capturing more market share than any other channel at present. Dual registration (both as Registered Rep of Broker-Dealer Firm and as an Independent Advisor Representative of an associated RIA firm) presents opportunities for such growth (although challenges remain when mixing the business models). RCS Capital moved to become the nation s second-largest independent broker-dealer by advisor count on Thursday by agreeing to purchase Cetera Financial Group for $1.15 billion in cash.

Northwestern Mutual to Recruit 6,400

Recruiting for financial services firms is on the rise, as this recent article sets forth. Recruiting & Hiring: Northwestern Posts Financial Advisor Jobs

Drinking and driving: Unsafe at any level, study concludes

Drinking and Driving: Just Say No (at any level of drinking) ... A study finds that even "minimally buzzed" drivers - BAC 0.01 percent - are 46 percent more likely to be officially and solely blamed by accident investigators than are the sober drivers they collide with.

Younger people have 'high definition' memories

Most geniuses did their best work early in life? One reason why ... Older persons (faculty members?) have "fuzzy" low-definition memories relative to younger persons' (college students?) HD minds! It’s not that younger people are able to remember more than older people. Their memories seem better because they are able to retrieve them in higher definition. So says a researcher, in a study that sheds light on how differences in the behavioral and neural activity of younger and older adul...

The Magical Guiding Stone | Scholarly Financial Planner

The Magical "Guiding Stone" - One Person's Secret to a Successful Life:

Advisor Pay Climbs as Talent Remains Scarce: FA Insight Study

Supply and Demand Drives Advisor Pay Higher ... There is a need for experienced talent in financial planning. How to obtain same? Here's my idea ... recruit from leading collegiate Financial Planning Programs, like that of Alfred State, and train, train, train. All of our program's students undertake a one-semester, 35-hour (min.), 15-week internship, either during the Summer, Fall or Spring - a great way to try out a new addition to your staff (and get assistance to move projects along in your firm). FA Insight’s 2013 People and Pay Study illuminates how applying the right reward structure can help firms attract, motivate and retain team members.

CFP Board Switches to Computer-Based Exam Testing

Big Changes Coming in the Way CFP Board Administers its Exam ... The CFP Board cites a shorter exam and more available testing dates among other benefits.

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10 College Dr, Uppr
Alfred, NY
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