Philip C. Johnson: No Stranger To the College Scene

Opiela, Nancy
April 2001
Journal of Financial Planning;Apr2001, Vol. 14 Issue 4, p138
Academic Journal
Features certified financial planner Philip C. Johnson. How he started his financial planning career; Educational and professional background; Changes in demographics and college enrollment trends that altered the college planning process; Jonhson's views on the importance of educational planning.


Related Articles

  • When It Comes to College Funding, Planners Need to Go Back to School. Opiela, Nancy // Journal of Financial Planning;Mar2003, Vol. 16 Issue 3, p46 

    This article focuses on the various college funding tools that can be considered by financial planners and their clients as of March 2003. Time was when college admission staffs evaluated applications, accepted the best and brightest, and sent the files to the financial aid office to provide any...

  • Advisers Missing Out on 529 Opportunities. Papini, Jessica // Money Management Executive;01/08/2007, Vol. 15 Issue 1, p4 

    The article reports that most financial advisers have failed the opportunity to build stronger client relationships and sales of other products because they were not firm in marketing the 529 college savings products to customers in the U.S. Diana Scott, executive of John Hancock College...

  • Tax Dismissed! Korn, Donald Jay // Financial Planning;Sep2000, Vol. 30 Issue 9, p138 

    Discusses the Section 529 plans, a state tuition programs under the United States (U.S.) tax code that allow parents and grandparents to save for children's education while enjoying tax breaks. Advantages of the 529 plans; Estate-tax aspects of the 529 plans; Number of U.S. states with 529...

  • UAE: Emirates NBD promotes offerings.  // MiddleEast Insurance Review;Nov2009, p14 

    The article reports on the public awareness campaign conducted by Emirates NBD for its latest offerings on insurance protection plans, and education plans in United Arab Emirates. It states that the campaign will provide customers with tailor-made solutions to help them in their savings and...

  • N.Y. 529 Switch Signals Gain for Adviser Model. Ackermann, Matt // Money Management Executive;10/20/2003, Vol. 11 Issue 41, p14 

    Deals with a proposal to change the way mutual fund companies compete in the 529 college savings plan market in New York. Remarks from Andrea Feirstein, independent 529 plan consultant, on states offering 529 plan; Information on the percentage growth of Teachers Insurance and Annuity...

  • Understanding the Effects of State Oversight and Fiscal Policy on University Revenues. Serna, Gabriel Ramón // Planning for Higher Education;Jan-Mar2013, Vol. 41 Issue 2, p93 

    The article looks at the impact of state oversight and fiscal policy on public four-year college and university revenue structures, with a particular focus on tuition and state appropriations. It highlights the considerations introduce by such policies for institutional financial planners as...

  • Savills secures campus growth for Birmingham City University. Baker, Lee // Planning (14672073);12/5/2008, Issue 1798, p8 

    The article reports on the outline planning permission secured by Birmingham City University for its £150 million city center campus in England after taking advice from Savills. The company supervised pre-application talks and consultation for the 55,000 meter squared scheme which includes, a...

  • Raising the bar on planner qualifications. Dale, Michael // Money Management;7/12/2007, Vol. 21 Issue 25, p17 

    The article focuses on the importance of high standards and training for financial advisers. The author stresses the significance of raising the educational standards for financial planners for them to provide better services to clients, instead of just giving two-days training. Moreover, the...

  • Soul Searching and the Authentic Practice. Levin, Ross // Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, p26 

    The author presents the lessons he learned in managing client's plans and goals. He mentions on his challenges as a father who decides for the college education of her daughter. As a financial advisor, he cites several instances where he encountered being valued and disregard by his clients. He...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics