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

Dr. Michael Kothakota, Lecturer and CEO of WolfBridge Wealth, along with program alumni Jennifer Lyman ('24SPS) and Joe Olive ('25SPS), 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 education requirements for CFP® certification. 

The panel will be moderated by Tracy Schwartz, our Master’s in Wealth Management senior program director and we'll also hear from Jennifer Fried, Associate Director, Recruitment and Admissions.   

You will have the opportunity to ask questions live through the Q&A feature in Zoom during the session.