What is available for financial planners studying ESOs?
January 21, 2005
Date: Sat, 13 Nov 2004
I am a financial planner and I would like to earn a designation as an expert in Employee Stock Options. What is available?
Date: Wed, 24 Nov 2004
Nothing that I’m aware of. We tried creating an Employee Stock Option Advisors Association, but there wasn’t enough interest to justify it.
Date: Mon, 3 Jan 2005
From: Erin Madison
I wanted to provide you with a follow up to whether one can earn a designation as an expert in Employee Stock Options. The Certified Equity Professional Institute at Santa Clara University offers such a program.
Hope this is helpful.
Erin Madison, CEP
Senior Stock Plan Administrator
Date: Fri, 7 Jan 2004
Thanks for the feedback. It appears to me the program may be more oriented to plan administration than tax and financial planning. Individuals interested in getting certification should investigate for themselves. Another reader also pointed out that Kaye Thomas offers a certification program for advisors. Try http://www.fairmark.com for information.