Tag: MS Financial Planning (page 1 of 5)

California Lutheran University Financial Planning Featuring Student Anne Wittig

July 19, 2021 When Anne Wittig was in second grade, her father taught her sister and herself how to budget. This is a skill that Wittig used as an undergraduate at college and the jobs that followed. “I learned how much of a privilege it was. I saw friends and co-workers struggling to try to […]

California Lutheran University Financial Planning Featuring Faculty Saundra Davis

Professor Saundra Davis is a life-long learner. Having joined the Navy straight out of high school, Davis went to community college later in life to further her education. Her mentor, Doris Holmes, told her that there are no shortcuts to getting what you want and helped her get a scholarship to Golden Gate University, a […]

Financial Planning Program Ranked #7 out of 10

This week it was announced that the California Lutheran University Financial Planning Program has been ranked number 7 in the top 10 for best online CFP programs! Competing against ten other programs, the California Lutheran University program is one of the oldest programs along with the College of Financial Planning who ranked number 1. California […]

California Lutheran University Financial Planning Featuring Student Tamika Moye 

June 14, 2021 Tamika Moye has spent her whole life moving around the world living in different countries and cultures. This is one reason she chose California Lutheran University to earn her MBA in Financial Planning as it allows her to participate from Germany and still fulfill her passion for traveling COVID-19 permitting. Growing up […]

California Lutheran University Financial Planning Featuring Dr. Hossein Salehi

May 12, 2021 Dr. Hossein Salehi gains his global perspective in finance from his experience living in Iran, Italy, and the U.S. Dr. Salehi is passionate about teaching and working with students at California Lutheran University, “I like helping people as a whole, that’s why I actually chose financial planning because I really wanted to […]

Hyflex Teaching Best Practice

April 29, 2021 HYFLEX TEACHING BEST PRACTICE     The hyflex teaching model allows some to work remotely while others can work face-to-face, explained California Lutheran University professor Dr. Sharla Berry. Dr. Berry is an online learning expert who has been published in multiple top-tier research publications. After a year of online teaching and online meetings, the […]

How to Attract Women Clients?

 May 18, 2021 How to Attract Women Clients?   Dr. Shine Lei is one of few individuals to have a CFP ® certification in both the U.S. and China. In the webinar, “How to Attract Women Clients?” Dr. Lei shares her research and insight on working with women clients.    Her career began as a trained […]

How Should Advisors Leverage the Continuum of Business Models? (05/04/21)

May 4, 2021 How Should Advisors Leverage the Continuum of Business Models?   William C. Van Law III fell into a career of financial planning by tagging along to roommates interview during university and by walking out hired for the job. In his webinar interview, “How Should Advisors Leverage the Continuum of Business Models?”, Van Law […]

California Lutheran University Financial Planning Featuring Faculty Linda Clayton

March 24, 2021 Linda Clayton has a mantra that she lives by when working with her students and her clients. It’s a line from a song called For Good by the Broadway musical Wicked and it goes like this, “Because I knew you, I have been changed for good.” After Clayton has worked with either […]

Can Robo-Advisors Help Financial Planning Professionals? (4/20/21)

April 20, 2021 CAN ROBO-ADVISORS HELP FINANCIAL PLANNING PROFESSIONALS?   Since the beginning of the pandemic, technology has progressed rapidly allowing adjustment to living and working at home. Still relatively new to the industry robo-advising is also progressing rapidly.  In June 2019, Vanguard’s robo-advisor managed a total of $140 billion and over 10 billion U.S. dollars […]

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