Keir's Practical Applications for Your Financial Calculator
James Tissot, CFP® is the Founder of Prism Planning, Inc. located in Midtown Manhattan and the Hudson Valley. In addition, Mr. Tissot has successfully completed his Series 7, Series 63 examinations and has obtained his NYS license for life and health insurance. Mr. Tissot pursued his Bachelor s degree at the University of Michigan where he majored in Psychology and Philosophy. In the late 1980 s, Mr. Tissot started attending seminars on financial planning for the disabled and terminally ill. After performing pro bono work for 5 years, he went back to school to gain the formal education to become a CFP® Certificant. Mr. Tissot gained his Certificate of Financial Planning through New York University while simultaneously taking further financial courses at SUNY. As Director of Career Development on the Board of the FPA-NY, he initiated a CFP® Education Program, providing a resource center and supplemental exam preparation to the chapter s CFP® candidates beginning his association with Keir Educational Resources. He continues his pro bono work with the terminally ill and has been quoted in several major publications as well and has appeared on a variety of talk shows as an expert on the subject. Mr. Tissot currently serves on the FPA Board of Directors.