DALTON — Zack Marcotte of Berkshire Money Management has earned a master of science in personal financial planning after completing a rigorous course program through the College for Financial Planning. Marcotte has been with BMM for 13 years, beginning his career with the firm as an 18-year-old intern.
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.
Marcotte also holds a Master Planner Advanced Studies designation as a result of his hard work. 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.