PreciseFP and the University of Wisconsin to offer students of CFP® Program hands-on experience

PreciseFP and the University of Wisconsin to offer students of CFP® Program hands-on experience

Atlanta, GA – PreciseFP, the leading client and prospect engagement and data-gathering tool, announced today an agreement with the University of Wisconsin School of Business. Students enrolled in the School’s CFP® program will have free access to PreciseFP through which they will acquire hands-on experience of engaging clients and prospects while gathering their financial data.

“We are excited to offer PreciseFP to future generations of financial planners,” said Don Whalen, CFP®, co-founder of PreciseFP. “I commend Professor Mark Fedenia, BS, MS, Ph.D and the Wisconsin School of Business in their efforts to not only give students the academic component of financial planning, but also the experience of using tools that make the profession more efficient. Thousands of financial planners currently use PreciseFP to streamline their practices, and  these university students will now have the benefit of utilizing the latest technology to better serve future clients. These students will be further ahead of those who only receive text book instruction, and their transition into the profession will be more seamless.”

About PreciseFP

Since 2007, PreciseFP has been enabling leading financial planners to become more efficient, while raising the bar for client and prospect engagement. Through integrations with financial planning tools like eMoney, MoneyGuidePro, Redtail, SmartOffice, and others, the time-consuming task of data-entry into those systems has been virtually eliminated.

Now in its third release and through its advanced forms design and management platform, PreciseFP offers a better data-providing experience for clients and prospects while providing financial planners with a more streamlined approach to data-gathering.

About the University of Wisconsin Wealth Management & Financial Planning program

The objective of this program is to provide finance majors in the Wisconsin School of Business with a formalized track in Wealth Management & Financial Planning. Upon completion of the program, students are eligible to sit for the CFP® Certification Examination, the most prestigious certification in the field. Students who pass the exam are eligible to become a Certified Financial Planner ™ after meeting work experience requirements.


To learn more about this initiative, please contact:

Nicole Whalen, Media Relations
2650 Holcomb Bridge Road, Ste. 120
Alpharetta, GA  30022