For Organizations Serving Financial Planning Professionals:
Many organizations, from professional associations to private providers,
are in the business of providing training to financial professionals.
Lynn can help! She supports these efforts through developing and editing
written materials designed for seminars,
on-line or CD-ROM based training,
and traditional paper-based programs.
For continuing education programs, evaluation is always an important component.
Lynn has training and expertise in the development of test items that meet
current educational standards.
“Lynn has provided invaluable support to Education Resources at Advocis. She was interviewed as a subject matter expert in pensions and retirement planning for the Advocis CFP/CLU Update 2008, a flagship continuing education program that attracted more than 1,000 participants. Lynn has also authored an important module in the Advanced Taxation course concerning tax-deferred savings plans (part of the CLU designation program required curriculum). A professional and versatile expert, Lynn's contribution to Advocis education programs has been very much appreciated.”
Kathy Kaskiw Senior Director Education Resources Advocis