Wealth Management Workshop at Indiana University

Company

Wealth Management Workshop at Indiana University

Financial Services Bloomington, Indiana, United States 60 employees

Employees: 60

kelley.iu.edu LinkedIn

Wealth Management Workshop at Indiana University Overview

Headquarters: Bloomington, Indiana, United States
Website: kelley.iu.edu
Industry: Financial Services
Employees: 60
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Bloomington

About Wealth Management Workshop at Indiana University

The Wealth Management Workshop prepares students for careers in financial planning and wealth management. Specifically, it prepares students to take the Certified Financial Planner (CFP®) certification, which is the key gateway to such a career. Workshop members also receive professional development opportunities, including guidance and training with Kelley School of Business alumni and other professionals in the field. These professionals are in industries where the Workshop training is in high demand such as banks, insurance companies, brokerage house, and financial planning firms.

Wealth Management Workshop at Indiana University Contact Details

People in AeroLeads: 4

Wealth Management Workshop at Indiana University Org Chart

Sample employees and titles

Name	Title	Location	Contact
Rory Bland	Finance and Accounting Major at the Kelley School of Business Student - Driven - Analytical		View
Aaron Field	Honors Finance Student at Kelley School of Business		View
Shriya Cheeti	Finance Student at the Kelley School of Business	New York City Metropolitan Area, United States	View
Vidit Madan	Risk Consulting Intern at Ey - Honors Finance Student at Iu Kelley School of Business	New York City Metropolitan Area, United States	View