Shawn Brayman retired from Morningstar where he was Director of Financial Planning Methodology for two years, after 30 years as President and CEO of PlanPlus Global.
Shawn has spent years providing personal financial planning software & training to advisers/financial planners in banks, CUs, insurance, brokers, and boutique planning shops.
He has had customers in 35 countries/several languages including Canada, US, UK, Caribbean, South America, Europe and Asia.
Specialties: Research and Best Practices in the field of Financial Planning. Understanding technology and its role in the delivery of financial advice.
Member of the Board of the Academy of Financial Services and the FP Canada Research Foundation and an active advocate for global best practices for the profession.