Who is supposed to teach us that?

It is interesting that there is not much formal financial education taught in our school systems.  In college and graduate school, financial education is available regarding the economy and businesses, but little is taught, even then, about personal finances and managing the personal financial planning process.  Since we don’t get financial education in schools, where does it come from?

Institutions seek experienced financial people for their Finance and Investment Committees.  Often, these people have training at banks, brokerages, or in financial roles in other companies.  The training doesn’t always overlap the investment of funds or the selection of appropriate investments or investment organizations.  Hartline can assist in bringing the investment education needed for your committees.  We have the investment experience and a broad range of coaching skills that will help make your committee comfortable with the investment process and even help change the process to apply an appropriate level of discipline and due diligence.