To learn about the MBA in Financial Planning, please visit the Financial Planning curriculum.

Our Proud Alumni

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Kendyl Roundtree, CFP, MBA, MS FP. She came to us when she already had an MBA from Pepperdine. She started in the Certificate program upon her passing of CFP. She transferred into MS FP and received her degree in early 2020.

 

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John Thiel, CFP, MBA FP. He started with us in MBA FP, and he passed CFP last year. Then he finished up his MBA FP in May 2020. He got promoted upon earning his CFP. He recently co-presented with me at CFP Board Registered Program Conference on December 15, 2020.

 

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Eric Chen, CFP, MBA FP, like John, Eric passed the CFP in 2019, and then he completed his MBA FP in Dec 2020. He got promoted upon earning his CFP.

 

Current Students:

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Kris Etter, CFP. He earned his CFP before he entered the MBA FP program. He is currently working through his course work. He was a finalist in the PRIME competition at CLU. He presented his paper at the 2020 Association for Financial Counseling & Planning Education Virtual Symposium recently.

 

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Jennifer​Caruso. She is preparing to take the CFP exam while finishing up her remaining MBA FP courses. ​