Charles Schwab teams with CU business school on financial planner program

BOULDER — Charles Schwab & Co. Inc. has entered into a five-year commitment with the Leeds School of Business at the University of Colorado Boulder to develop and invest in a Certified Financial Planner program, aimed at readying undergraduate students for careers in financial planning and wealth management.

Schwab will provide a charitable investment to fund scholarships and create coursework and exam preparation required by students to launch a career providing financial planning and advice. The amount of the investment was not disclosed.

The certification enables career paths in budget and financial analysis, financial management, real estate broker, insurance sales and underwriting, and securities,…