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Applications for 2024 Columbia Summer Session programs are now open!

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

Calling all current and aspiring CFP® professionals -- please join us to learn how Columbia University’s Master’s in Wealth Management program can help you achieve your career goals.  

Dr. Michael Kothakota, Lecturer, CEO of WolfBridge Wealth, along with several program alumni and students, 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.

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


  • Dr. Michael Kothakota - Lecturer, CEO of WolfBridge Wealth
  • Danielle Barrios - '23SPS Wealth Management -  Financial Advisor, Morgan Stanley
  • Tim Hamilton - '24SPS Wealth Management - Managing Director, Compound Planning
  • Shinaola Atoro - '22SPS Wealth Management - Wealth Advisor, Mission Wealth


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


Kristen Caggiano - Assistant Director, Recruitment and Admissions