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Beyond the CFP® Mark: Value of a Masters in Personal Financial Planning

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Includes a Live Event on 06/23/2021 at 12:00 PM (MDT)

After earning the CFP® mark, it’s important for financial planners to consider how they can take their professional education beyond the mark. While your next move depends on your career goals, many CFP® professionals find that the CERTIFIED FINANCIAL PLANNER™ certification paired with a Masters degree in Personal Financial Planning provides a competitive edge in career opportunities.

If you are considering “What’s next?”, Dr. Aman Sunder of the College for Financial Planning®—a Kaplan Company will cover: 

Post-CFP® education paths: deeper expertise and niche specialization
Advantages of a Masters in Personal Financial Planning
Pursuing a Masters as a working professional
Question-and-answers

Dr. Aman Sunder

Dean of Graduate Programs, Researcher at College for Financial Planning

College for Financial Planning® - a Kaplan Company

Dr. Sunder is a professor, graduate school dean, and researcher at the College for Financial Planning®—a Kaplan Company. His role includes administrative leadership of the graduate school’s Masters programs. He leads research initiatives and serves on its Institutional Review Board.

Aman has published research on sustainable and responsible investing, women in financial planning, effectiveness of using advisers during the Great Recession and time-use of retirees. Ongoing research includes gender and ethnic diversity issues, work-life balance and burnout among women in financial planning, effectiveness of HECM on retirees, students’ performance in financial planning programs, and career impact of certifications and designations. 

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Beyond the CFP® Mark: Value of a Masters in Personal Financial Planning
06/23/2021 at 12:00 PM (MDT)   |  60 minutes
06/23/2021 at 12:00 PM (MDT)   |  60 minutes After earning the CFP® mark, it’s important for financial planners to consider how they can take their professional education beyond the mark. While your next move depends on your career goals, many CFP® professionals find that the CERTIFIED FINANCIAL PLANNER™ certification paired with a Masters degree in Personal Financial Planning provides a competitive edge in career opportunities. If you are considering “What’s next?”, Dr. Aman Sunder of the College for Financial Planning®—a Kaplan Company will cover: Post-CFP® education paths: deeper expertise and niche specialization Advantages of a Masters in Personal Financial Planning Pursuing a Masters as a working professional Question-and-answers
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available