Gift from Schwab Advisor Services propels Center for Personal Financial Planning
The University of Wisconsin-Green Bay’s Cofrin School of Business has received a generous gift from Schwab Advisor Services, in partnership with the Charles Schwab Foundation, for the newly named Charles Schwab Foundation Center for Personal Financial Planning and the Charles Schwab Foundation Boardroom.
The Charles Schwab Foundation Center for Personal Financial Planning will be the visible, non-curricular home for UW-Green Bay’s new (2021) CFP Board Registered Personal Financial Planning Program and a focal point for building community among students, faculty, alumni, and community partners. The partnership dramatically enhances the space and programming available for personal finance learners and helps build a talent pipeline by increasing awareness of the entrepreneurial career opportunities that exist within the independent advisory industry.