Beyond the CFP® Mark: Value of a Masters in Personal Financial Planning
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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.
Professor Cindy Shnaider
Cindy Shnaider, MSF is a professor and Graduate Coordinator at the College for Financial Planning®—a Kaplan Company, developing, overseeing, and teaching graduate courses in both the personal financial planning and finance degrees. She also serves as the primary liaison for the graduate school, ensuring communication and coordination with adjuncts, the registrar, the academic advisor, and the learning platform.
Cindy began teaching at the College for Financial Planning in 2013, initially in the finance degree and later in the personal financial planning degree. At the College, Cindy has developed several courses, including the current FINC570 Advanced Corporate Finance, FINC600 Case Study in Finance, and ECON532 Economics for Financial Planners. She has also been active in the revision and teaching of several of the College’s designation courses. In 2015, Cindy developed a sports finance course as an adjunct professor for Columbia College, and continues to revise and teach that course as well.
Cindy earned her master of science in finance from the College for Financial Planning. She co-author on a research paper, "Using Housing Equity for Retirement: Benefits and Costs," and serves on the board of directors of the Society of Financial Services Professionals (FSP). She also volunteers for Junior Achievement in the Denver area.
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