DALTON, Mass. — Zack Marcotte, a certified financial planner at Berkshire Money Management, has completed a rigorous course program through the College for Financial Planning, earning a master of science in personal financial planning.
Marcotte has been with BMM for almost 13 years, beginning his career as an 18-year-old intern.
“Zack has taken every opportunity for continuing education and professional development, and his work ethic is limitless,” BMM founder and CEO Allen Harris said. “His dedication directly translates into being able to continually provide individualized and holistic services to our clients, who are like family. They deserve that dedication and constant striving, and Zack is a striver.”
The MS in personal financial planning course program consists of research projects, weekly assignments, group discussions, and hands-on case studies, and an end-of-program case study submission. The program provides students with immediate applicable tools and techniques and is designed for individuals who are interested in pursuing the CFP Certification while also earning a graduate degree. It is a one-of-a-kind program that utilizes industry-leading study materials, but in an entirely new way. Rather than exam preparation, the MS curriculum focuses on practical application. Students learn via group discussions, writing assignments, and case study projects.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 40 hours of content-specific continuing education.