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Jim has over 30 years of experience in the financial planning industry as both an educator and advisor. Before joining the CFA Faculty in 2021, he was a Department Chair and Professor at the College for Financial Planning, a Kaplan Company, overseeing the Department of Financial Planning and Investments. In addition, he worked as a Content Specialist with Kaplan Financial Education, primarily in the areas of investments and insurance planning, and co-authored courses in the CFP® education and exam prep programs.
Prior to his experience with the CFP® team, he was an insurance and securities pre-licensing instructor for Kaplan. As an advisor, Jim operated an independent financial planning and wealth management firm and served as a financial representative for two major insurance carriers.
Jim has an MBA from Purdue Global (formerly Kaplan University) and a Bachelor’s Degree in Finance and Management from Florida International University. In 2021, he obtained a Graduate Certificate in Instructional Design from University of Wisconsin-Stout. He also holds the CLU® and ChFC® designations from the American College and the AAMS® and APMA® designations from the College for Financial Planning.
