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  • Next Gen Forum
    • Employee Benefits and Retirement Planning
    • Estate Planning
    • Introduction to Financial Planning
    • Investment and Portfolio Management
    • Risk Management and Insurance
    • Student Interviews
    • Tax Management and Strategy
    • Working with Singles
    • Working with Women
    • Working with Couples
    • Working with LGBTQ+
    • Working with Divorce
  • Financial Planning Programs
    • MBA in Financial Planning
    • Masters in Financial Planning
    • Certificate in Financial Planning
    • Financial Planning Minor
  • Financial Planning Program Catalogs
  • Subscribe to Next Gen Mentoring Forum
  • Next Gen Mentoring Forum Podcast

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Recent Posts

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  • Finished College? Now What? May 5, 2024
  • How to Use Financial Counseling and Coaching Skills to Help Your Clients? April 14, 2024
  • How to Create a Balanced Budget? April 14, 2024
  • How Can Advisors Improve Tele-Financial Planning? March 31, 2024

Resources

Learn more about Cal Lutheran's MBA or MS Financial Planning Program
* Financial Planning Minor
* CFP Board Career Center Program
* New Financial Literacy Class
* Faculty
* Advisory Council Members
* Program Flyer
* Center of Financial Planning
* Professional Advantages of CFP® Certification
* Exam Preparation Resources
* CFP Board Candidate Forum
* CFP Board Scholarship Opportunities
* CLU Postings
* CFP Board Certification Process

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Upcoming Webinars

How to Leverage Technology to Grow Your Practice with George Fernandez CPBC, MBA, CFP®
Attachment Styles Affect a Family’s Well-Being with Edward Coambs, MBA, MA, MS, CFP®, CFT-I™
How Can Financial Professionals Communicate Effectively with Women Clients Elizabeth Ruch CFP Board Emeritus™, CPBC
What are the Ethical Issues for Financial Professionals Today with Dr. Petersen, PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, ChSNC®, AEP®, CPMBC, CPBC

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