“I started the BU program in August of 2020 while I was still working as a high school math teacher. I had volunteered in the Volunteer Income Tax Assistance program for five years, and increasingly had friends reaching out for general financial advice (since I had some experience with taxes). I thought the BU Financial Planning program would be a fun way for me to develop a deeper understanding of personal finance. I didn’t expect at the time of enrollment that I would be so deeply engaged by the material!
The first webinar I attended was Phuong Luong’s webinar on Pro Bono financial planning, where she referenced VITA, and I instantly knew I had found a program that was going to speak to me! I particularly enjoyed the retirement class where Dan Galli broke down complicated topics into relevant and understandable pieces, and the Capstone with Ken Dean which was a challenging but incredibly rewarding experience! I was also very grateful for Jake Northrup’s webinar where I learned about the FPA Externship, which I also completed in the summer of 2021.
It became clear to me in the spring of 2021 that I wanted to make the professional jump from teaching to financial planning. It was on the BU Employment Opportunities page where I saw the opening for a planning analyst position at Single Point Partners in Boston. After a few interviews, I was hired to work at Single Point at the end of summer 2021. I’m really enjoying working at Single Point–I’m learning from exceptional planners and I get to interact directly with clients on a daily basis. Starting in financial planning has definitely been a learning curve, but the education I received at BU provided me with a solid foundation. After completing the BU program in August, I took a review class with Brett Danko and I passed the Exam this past week.
Again, I think the BU program did a excellent job of providing me with the foundational knowledge I needed to pass the exam, even with limited professional experience. I’m now on my way to fulfilling the hour requirement. The BU Financial Planning program had resources and opportunities for me at every stage of the educational process. I feel tremendously grateful for the well-rounded educational experience I had at BU!”
– Abraham Kirby-Galen, Single Point Partner