Jim Simos tends to downplay his considerable experience. “I like to tell people I have a diversified business background,” he says. “But what that really means is that I have had four or five unrelated careers.” Regardless of how you count, Simos’ background adds up to a big plus for students in the School’s Certified Financial Planning preparatory certificate program. Of the first 28 students who completed the certificate program, 28 passed the CFP® exam on their first try.
By teaching financial planning, I'm giving my students the opportunity to similarly impact their clients’ lives.