Information Session: The Intersection Between the CFP® and Columbia’s Master’s in Wealth Management Program

Calling all current and aspiring CFP® professionals -- please join us on Friday, February 24th at 1pm EST to learn how Columbia University’s Master’s in Wealth Management program can help you achieve your career goals.  

Dr. Michael Kothakota, Managing Director and Head of Research at CFP Board, along with several program alumni, will discuss how Columbia University’s Master’s in Wealth Management program trains professionals on the needs of wealthier, more complex Ultra High Net Worth and family office clients in addition to providing students with the educational requirements for CFP® certification.

Panelists

• Dr. Michael Kothakota - Managing Director and Head of Research at CFP Board
• Shinaola Atoro - '22SPS Wealth Management -  Senior Client Advisor Associate at Mission Wealth
• Drew Hanessian - '22SPS Wealth Management - Financial Planning Resident at Ballast Point Financial Planning 
• Lisa Patton - '22SPS Wealth Management - Client Advisor at Mission Wealth 

Moderator

Tracy Schwartz - Interim Program Director, M.P.S. in Wealth Management

Admissions

Kristen Caggiano - Admissions Counselor