“[T]his is a leading edge and transformational course for the next generation of thought leaders and master practitioners.”
Elizabeth Jetton
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News Regarding the Course
- Dick Wagner’s legacy and the future of planning are focus of new course – FinancialPlanning
Faculty Members
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/elizabeth-jetton-edited.jpg)
Elizabeth Jetton, M.Ed., M.S., Financial Life Planning, CFP®
Adjunct Professor, Golden Gate University
LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/Rick-kahler-edited.jpg)
Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®
President, Kahler Financial Group
LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/ross-levin.png)
Ross Levin, CFP®
Founder & Shareholder, Accredited Investors
LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/Andrea-Millar_OPT-small-edited.jpg)
Andrea Millar, RLP®, CFLA, CSA, CPA/PFS
Founder, Andrea Millar Life Planning
LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/hannahmoore-edited.webp)
Hannah Moore, CFP®
Owner, Guiding Health
LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/Dennisstearns-edited.webp)
Dennis Stearns, CFP®, ChFC
Sr Wealth Management Advisor, Stearns Financial Group
LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/dave-yeske.png)
Dave Yeske, CFP®, Ph.D.
Founder, Managing Director, Yeske Buie
LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/08/dm8uc9qo-1.png)
Anthony Palazzolo, CPTD, ECCP
Director of Strategic Planning and Performance Management, Moneta Group