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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

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Recent Posts

  • Meet Rafael Nieves Rios October 12, 2022
  • 2022 Excell Conference September 28, 2022
  • Featuring Veteran Pilot Financial Advisor, Brian Scott’s MBA Financial Planning Experience at California Lutheran University. February 22, 2022
  • Featuring Lead Advisor, Cristina Campbell, CFP®, MBA Financial Planning Experience at California Lutheran University February 22, 2022
  • Featuring G2 Financial Advisor, Megan Duarte’s MS Financial Planning Experience at California Lutheran University February 11, 2022

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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