FINANCIAL PLANNING PROGRAM

WPU is proud to be the 1st officially registered student chapter of the Financial Planning Association.



Friday, October 19, 2012

WPU Financial Planning program featured as cover story in "Hispanic Outlook for Higher Education"

The success of William Paterson University's Financial Planning program in placing graduates of Latin origins into great career paths in financial planning was the feature of a cover story in the Hispanic Outlook for Higher Education magazine. To read the story, click here.
The story features inspiring examples of recent graduates Cindy Mota '12 (1st generation American from the Dominican Republic who was hired at Vanguard) and Andrea Vintimilla '10 (1st generation American from Ecuador who was hired at Quadrant Capital Management).

Tuesday, April 17, 2012

Our day with John Bogle (founder of former CEO of Vanguard)!

Today was a dream come true for me and the students at WPU's Cotsakos College of Business! We had the chance to meet with, interview, and have lunch with John Bogle. He is known as 1 of 5 most famous investors in the world (up there with Warren Buffett, Peter Lynch, Benjamin Graham, etc.) He was named by Time Magazine as 1 of the 100 most influential people in the world (up there with the Pope, the Dalai Lama, and Oprah).



He is the founder & former CEO of Vanguard, which is the largest mutual fund company in the world. He is the father of indexed mutual funds, and we were thrilled that in his 9th decade of life -- he would travel up from Philly to speak to the students in our business school here at WPU.

I admire his character, determination, and relentless focus on cutting costs so that his clients could have more gains. He spoke about character, values, stewardship, and even gave some insight into how he was able to achieve 50 years of marriage with his wife Eve. This was a once in a lifetime event for our students to meet with him and have lunch with him. To see the press release we put out for the event, click here.

Thursday, April 12, 2012

Wall Street Journal ranks Financial Planning as 1 of the best jobs of 2012

Once again, WSJ ranks Financial Planning as 1 of the best and hottest jobs of 2012.
Click here to see where it is ranked!

John Bogle to receive "Pioneer in Financial Services" Award at WPU

John C. Bogle will be on campus, Tuesday April 17th, 2012 to receive the "Pioneer in Financial Services" award presented by the Cotsakos College of Business and William Paterson University.

Mr. Bogle is known as "the father of indexed mutual funds", and he is the founder and former CEO of Vanguard, the largest mutual fund company in the U.S. with over $1.3 trillion in assets. Mr. Bogle's determination to offer mutual funds at the lowest possible cost to consumers has made him a hero amongst household investors, and a thorn in the side of those who prefer to extract rents and capitalize on information asymmetries that exist in the marketplace.

He will be speaking in the Valley Road auditorium from 11-12:15.

We are very proud and excited to have Mr. Bogle accept this award, and influence our students who are the next generation of business leaders in the financial services industry and the global marketplace.

Monday, March 12, 2012

Financial Planner listed as "Best Careers for Right Now" with high pay, job growth, and low unemployement

High Pay
Lots of Job Growth
Low Unemployment

Sounds like a winning combo! Yahoo Jobs used payscale.com data to identify careers with good pay, growth, and low levels of unemployment. Financial Planner was identified as 1 of the 6 "Best Careers for Right Now".

Click here to see article.

Thursday, March 8, 2012

HIRED!!! Congrats to Cindy Mota!

Cindy Mota, a senior Financial Planning major graduating in May 2012 was recently hired by Vanguard (the largest mutual fund company in the U.S.)

Cindy was hired as a High Net Worth Client Service Specialist in the Vanguard headquarters at Valley Forge, PA starting this June 2012.

Cindy has been working with Bank of America while completing her education, and was ranked as the #1 teller in North Jersey. She is fluent in Spanish & English.

Thursday, March 1, 2012

Financial Advisor: Listed as 1 of the top 10 jobs in 2012 by U.S. News

Financial Advisor/Financial Planner came in at #5 on the U.S. News list of the best jobs/careers in 2012!
To read list, click here.
To read their explanation about a career as a financial advisor, click here.
Financial Advisor was also listed at #23 overall in list of best jobs with opportunity, competitive salary, and job satisfaction.  Click here to see that article.