PRLog (Press Release) -
Sep 03, 2009 -
9/3/09 -- Chapel Hill, NC -- Kendall Todd, Inc announced the graduation of Dan Kern from Borrow Smart University, (http://
www.borrowsmartuniversity.com/)
. Less than twenty graduates matriculated and received their Certified Liability Advisor designation. The CLA is the premier industry designation for financial professionals who desire to assist their clients in managing their liabilities to increase their wealth. The course CLA is administered by Tom Griffith, Kendall Todd's Global Learning Director, and requires over 30 hours of total study, utilizes over 300 pages of course materials, and takes the student over a 3 month online class that requires additional study, review and a final course exam. Currently less than 300 professionals have graduated from the course to earn their CLA designation.
Todd Ballenger, the author of Borrow Smart University, is also the chancellor of the National Institute of Financial Education (
http://www.niofe.org/index.aspx). He states, "for a financial professional, evolving into a Financial Educator is a way to truly express and enhance the value you bring to your clients and their families over their entire financial life. Viewing both sides of the client's balance sheet is critical to maximize your efforts toward your personal financial independence,"
says Ballenger.
Advanced online learning technology makes the classroom accessible without the time and expense of travel. Tom Griffith says, "The benefits of an online teaching platform are becoming increasingly clear as travel becomes more difficult, and more costly. Our spreading out the courses over 3 months reinforces the core learning, while allowing the students to practice what they learn with their clients, then get feedback from our instructors during the weekly coaching calls."
Kendall Todd, Inc (
http://www.kendalltodd.com/), is the industry leading provider of strategy, content, training and tools for financial professionals seeking to maximize clients' wealth creation through the management of their liabilities. Liability management includes overarching concepts that go beyond mortgage planning and equity management to bridge the convergence of both sides of the consumer's balance sheet. Todd Ballenger is the author of Borrow Smart Retire Rich, the groundbreaking book on the subject.
