tag:blogger.com,1999:blog-34522086978716015182024-03-13T03:14:51.123-07:00Financial PlanningWPU is proud to have the 1st officially registered student chapter of the Financial Planning Association.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.comBlogger41125tag:blogger.com,1999:blog-3452208697871601518.post-45849668333157175522012-10-19T14:51:00.002-07:002012-10-19T14:51:57.815-07:00WPU 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 <a href="http://www.wpunj.edu/news/assets/HO62512.pdf">here.</a>
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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). Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-39615970142359391602012-04-17T15:26:00.002-07:002012-10-19T14:29:49.693-07:00Our 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).<br />
<div class="separator" style="clear: both; text-align: center;"><a href="http://3.bp.blogspot.com/-Mp0Ekd-kn50/T43uS_b09oI/AAAAAAAAAM0/r1ogh6CUoGY/s1600/JohnBogleInterview.jpg" imageanchor="1" style="margin-left:1em; margin-right:1em"><img border="0" height="214" width="320" src="http://3.bp.blogspot.com/-Mp0Ekd-kn50/T43uS_b09oI/AAAAAAAAAM0/r1ogh6CUoGY/s320/JohnBogleInterview.jpg" /></a></div><br />
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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.<br />
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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 <a href="http://ww2.wpunj.edu/news/detail.dot?id=371877">here.</a>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-15993351672358131502012-04-12T07:09:00.000-07:002012-04-12T07:09:05.042-07:00Wall Street Journal ranks Financial Planning as 1 of the best jobs of 2012Once again, WSJ ranks Financial Planning as 1 of the best and hottest jobs of 2012.<br />
Click <a href="http://online.wsj.com/article/SB10001424052702303772904577336230132805276.html?mod=rss_Today's_Most_Popular">here</a> to see where it is ranked!Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-85303216270104741282012-04-12T07:06:00.001-07:002012-04-12T07:07:15.261-07:00John Bogle to receive "Pioneer in Financial Services" Award at WPUJohn 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.<br />
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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.<br />
<div class="separator" style="clear: both; text-align: center;"><a href="http://4.bp.blogspot.com/-Ll50MgTYeNs/T4bg2px9mAI/AAAAAAAAAMI/xCfRAFu6B-M/s1600/JohnBogle.jpg" imageanchor="1" style="margin-left:1em; margin-right:1em"><img border="0" height="195" width="259" src="http://4.bp.blogspot.com/-Ll50MgTYeNs/T4bg2px9mAI/AAAAAAAAAMI/xCfRAFu6B-M/s400/JohnBogle.jpg" /></a></div><br />
He will be speaking in the Valley Road auditorium from 11-12:15.<br />
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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.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-74961666703687507052012-03-12T13:41:00.001-07:002012-03-12T13:43:31.233-07:00Financial Planner listed as "Best Careers for Right Now" with high pay, job growth, and low unemployementHigh Pay<br />
Lots of Job Growth<br />
Low Unemployment<br />
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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". <br />
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Click <a href="http://career-services.monster.com/yahooarticle/best-careers-2012#WT.mc_n=yta_fpt_article_best_careers_2012">here</a> to see article.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-21701662391559369372012-03-08T07:58:00.002-08:002012-03-08T10:38:03.454-08:00HIRED!!! 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.)<br />
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Cindy was hired as a High Net Worth Client Service Specialist in the Vanguard headquarters at Valley Forge, PA starting this June 2012.<br />
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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.<br />
<div class="separator" style="clear: both; text-align: center;"><a href="http://1.bp.blogspot.com/-FY0lbIIuidQ/T1j8Mme_hhI/AAAAAAAAAL8/pItKWLAjFUw/s1600/Vanguard.jpg" imageanchor="1" style="clear: left; cssfloat: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="116" src="http://1.bp.blogspot.com/-FY0lbIIuidQ/T1j8Mme_hhI/AAAAAAAAAL8/pItKWLAjFUw/s200/Vanguard.jpg" width="200" yda="true" /></a><a href="http://3.bp.blogspot.com/-na4K-Gb6KM8/T1jU_d4NOdI/AAAAAAAAAL0/AetGn4kTKGY/s1600/Cindy+M.jpg" imageanchor="1" style="clear: left; cssfloat: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" src="http://3.bp.blogspot.com/-na4K-Gb6KM8/T1jU_d4NOdI/AAAAAAAAAL0/AetGn4kTKGY/s1600/Cindy+M.jpg" yda="true" /></a></div>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-16854519765123229392012-03-01T06:38:00.002-08:002012-03-01T06:42:25.849-08:00Financial Advisor: Listed as 1 of the top 10 jobs in 2012 by U.S. NewsFinancial Advisor/Financial Planner came in at #5 on the U.S. News list of the best jobs/careers in 2012!<br />
<div class="separator" style="clear: both; text-align: center;"><a href="http://2.bp.blogspot.com/-GFmjdNf2jVo/T0-Jad4gpAI/AAAAAAAAALs/8BeJbm4WEzg/s1600/US+News+best+jobs+2012.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="250" src="http://2.bp.blogspot.com/-GFmjdNf2jVo/T0-Jad4gpAI/AAAAAAAAALs/8BeJbm4WEzg/s400/US+News+best+jobs+2012.jpg" uda="true" width="400" /></a></div>To read list, click <a href="http://money.usnews.com/money/careers/articles/2012/02/27/best-jobs-business">here</a>.<br />
To read their explanation about a career as a financial advisor, click <a href="http://money.usnews.com/money/careers/articles/2012/02/27/best-jobs-2012-financial-adviser">here</a>.<br />
Financial Advisor was also listed at #23 overall in list of best jobs with opportunity, competitive salary, and job satisfaction. Click <a href="http://money.usnews.com/money/careers/articles/2012/02/27/the-best-25-jobs-of-2012-rankings">here</a> to see that article.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-46326181518483464862011-10-25T12:19:00.000-07:002011-10-25T12:19:44.456-07:00Financial Planning ranked as 2nd Fastest Growing job field by B.L.S.CNN Money and Yahoo! Finance report that Financial Planning is tied for 2nd in terms of job growth over the next 10 years... with an astounding 30% job growth in the field! For a career in financial planning they posit that you'll need to have BOTH financial competence as well as interpersonal relationship skills (i.e., be good with both money and people).<br />
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To see the full article, click <a href="http://finance.yahoo.com/career-work/article/113651/best-fast-growth-jobs-cnnmoney">here</a>.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-26448392095286044242011-10-14T21:21:00.000-07:002011-10-14T21:29:39.917-07:00WPU wins silver at the 2011 National Financial Planning Challenge in San Diego<div class="separator" style="clear: both; text-align: left;">For the 2nd year in a row -- WPU placed in the <a href="http://www.fpaannualconference.org/ProgramSchedule/FinancialPlanningChallenge/">National Financial Planning Challenge</a>. The students tied for 2nd with Kansas State, and placed ahead of VCU, Texas Tech, Missouri, Georgia, Metro State College of Denver. </div><div class="separator" style="clear: both; text-align: left;"><br />
</div><div class="separator" style="clear: both; text-align: left;">Congratulations to Claudia, Nick, and Mike for representing WPU well, and their success is well deserved after all the time and effort they put into preparing for this competition.</div><table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="http://2.bp.blogspot.com/-r_r_q6X_BwE/TpkIeGkNawI/AAAAAAAAAJ0/Ai4PNotIYmM/s1600/FPA2011.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" src="http://2.bp.blogspot.com/-r_r_q6X_BwE/TpkIeGkNawI/AAAAAAAAAJ0/Ai4PNotIYmM/s1600/FPA2011.jpg" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Claudia Capilla, Nick Bowman & Mike Walsh</td></tr>
</tbody></table>The National Financial Planning Challenge is sponsored by the FPA, CFP(r) Board, Ameriprise, and the Academy of Financial Services (AFS). Students compete in 3 events: Creating a financial plan for a sample client, Presenting the case to the client, and a Knowledge Bowl.<br />
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Claudia, Nick & Mike placed 2nd in the Knowledge Bowl, as well as tying for 2nd place overall. They earned $5,000 in scholarship money for the university.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-8134815869016015862011-10-14T21:11:00.000-07:002011-10-14T21:11:08.541-07:00Cindy Mota receives $1,000 scholarship from Arthur N. Caple FoundationCongratulations to Cindy Mota who was awarded a $1,000 scholarship to attend the NAGDCA retirement industry conference in Albuquerque, New Mexico. Cindy was 1 of 5 students in the U.S. selected for this award. The other recipients were from Texas Tech & the University of Georgia.<br />
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<tr><td style="text-align: center;"><a href="http://2.bp.blogspot.com/-Di7ZTIBM5SQ/TpkGYIhEtLI/AAAAAAAAAJs/6n_2lgl2xzI/s1600/CindyMotaANCscholarship.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" height="320" src="http://2.bp.blogspot.com/-Di7ZTIBM5SQ/TpkGYIhEtLI/AAAAAAAAAJs/6n_2lgl2xzI/s320/CindyMotaANCscholarship.jpg" width="240" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Cindy Mota of WPU receives $1,000 scholarship <br />
from Arthur N. Caple Foundation</td></tr>
</tbody></table>The ANC scholarship is awarded to students who demonstrate outstanding academic performance as well as an understanding of issues facing public sector retirement plans. Info about the ANC scholarship 2011 winners can be found by clicking <a href="http://www.caplefoundation.org/scholarship/">here</a>.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-88459857081907019672011-10-14T20:47:00.000-07:002011-10-14T20:57:57.664-07:00WPU students attend NAGDCA 2011 conference in AlbuquerqueFinancial planning majors Cindy Mota & Natalie Manzi were selected to represent WPU at the 2011 National Association of Government Defined Contribution Administrators (<a href="http://www.nagdca.org/content.cfm/id/agenda">NAGDCA</a>) conference in Albuquerque. Cindy & Natalie were able to learn firsthand about the retirement industry from DC plan administrators as well as from retirement industry representatives from companies like Fidelity, ING, T. Rowe Price, ICMA-RC, Great West, BlackRock, and Nationwide.<br />
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</div><div>The students met with NAGDCA leadership, as well as the head DC plan administrators from the states of New York, New Jersey, Delaware, and Arizona and the Assistant Secretary of Employee Benefits for the Dept of Labor. They had 2 professional mentors to guide them at the conference, and they were also able to take a quick hot air balloon ride, take a quick tour of Albuquerque.<br />
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<tr><td style="text-align: center;"><a href="http://3.bp.blogspot.com/-H-vwx79VYSs/Tpjr9Jts9SI/AAAAAAAAAHE/Z3CS5XzB3BU/s1600/NAGDCA2011_2.jpg" style="margin-left: auto; margin-right: auto;"><img alt="" border="0" id="BLOGGER_PHOTO_ID_5663535967230555426" src="http://3.bp.blogspot.com/-H-vwx79VYSs/Tpjr9Jts9SI/AAAAAAAAAHE/Z3CS5XzB3BU/s400/NAGDCA2011_2.jpg" style="float: left; height: 300px; margin-bottom: 10px; margin-left: 0px; margin-right: 10px; margin-top: 0px; width: 400px;" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">WPU students meet with NAGDCA President, Gay Lynn Bath of Oregon</td></tr>
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<tr><td style="text-align: center;"><a href="http://2.bp.blogspot.com/-avjfXuRgPyg/TpjruTwi7fI/AAAAAAAAAG4/ywasxNmGOn8/s1600/NAGDCA2011_1.JPG" style="margin-left: auto; margin-right: auto;"><img alt="" border="0" id="BLOGGER_PHOTO_ID_5663535712228797938" src="http://2.bp.blogspot.com/-avjfXuRgPyg/TpjruTwi7fI/AAAAAAAAAG4/ywasxNmGOn8/s400/NAGDCA2011_1.JPG" style="float: left; height: 300px; margin-bottom: 10px; margin-left: 0px; margin-right: 10px; margin-top: 0px; width: 400px;" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">WPU students and faculty meet with Ed Lilly, Executive Director of New York State <br />
Deferred Compensation plan. The largest DC plan in the U.S.</td></tr>
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<tr><td style="text-align: center;"><a href="http://2.bp.blogspot.com/-73L7-JTpfY8/Tpjr9ZWqPKI/AAAAAAAAAHQ/BxujUpRwyDc/s1600/NAGDCA2011_3.jpg" style="margin-left: auto; margin-right: auto;"><img alt="" border="0" id="BLOGGER_PHOTO_ID_5663535971428875426" src="http://2.bp.blogspot.com/-73L7-JTpfY8/Tpjr9ZWqPKI/AAAAAAAAAHQ/BxujUpRwyDc/s400/NAGDCA2011_3.jpg" style="float: left; height: 300px; margin-bottom: 10px; margin-left: 0px; margin-right: 10px; margin-top: 0px; width: 400px;" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">WPU students enjoy a social event at Case Rondena Winery in Albuquerque </td></tr>
</tbody></table></div>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-30523505639630693612010-11-08T18:34:00.000-08:002010-11-08T18:51:50.686-08:008 things your financial planner won't tell you.MSN Money's Liz Pulliam Weston recently posted a great article about how not all financial planners are created equal. Read it by clicking <a href="http://articles.moneycentral.msn.com/RetirementandWills/CreateaPlan/8ThingsYourFinancialPlannerWontTellYou.aspx?page=1">here</a>:<div><br /></div><div>The 8 items deal with:</div><div>1. Qualifications</div><div>2. Fiduciary status</div><div>3. Compensation types</div><div>4. Comprehensive/holistic approach vs narrow focus</div><div>5. "If the only took you have is a hammer, everything looks like a nail."</div><div>6. Trying to time/beat the market.</div><div>7. Follow fundamentals or fads?</div><div>8. Disciplinary history?</div><div><br /></div><div>William Paterson University encourages students in its financial planning degree program to become professionals who obtain professional designations and put the clients interests' first.</div><div><br /></div>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com1tag:blogger.com,1999:blog-3452208697871601518.post-86723124145003781422010-10-18T13:52:00.000-07:002010-10-18T14:22:46.441-07:001st Place Overall in the National Financial Planning Challenge!!!!<a href="http://4.bp.blogspot.com/_-3yboFoHsqk/TLy0lw6OYcI/AAAAAAAAAGg/w6YzpJ9dg6A/s1600/DSC08339.JPG"><img id="BLOGGER_PHOTO_ID_5529493003381400002" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 300px; CURSOR: hand; HEIGHT: 400px" alt="" src="http://4.bp.blogspot.com/_-3yboFoHsqk/TLy0lw6OYcI/AAAAAAAAAGg/w6YzpJ9dg6A/s400/DSC08339.JPG" border="0" /></a><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br />Q: In 2010, if you invited every CFP(r) Board registered financial planning undergraduate degree program in the U.S. to compete in a 3-part Financial Planning Challenge where the students had to create a financial plan for a client, compete in a knowledge bowl, then adjust the plan in 36 hours to a change in the clients circumstances and present the new plan to the clients..... who would win????<br /><br />A: William Paterson University.<br /><a href="http://3.bp.blogspot.com/_-3yboFoHsqk/TLy0kpL6HCI/AAAAAAAAAGA/oCB3CyLsL6g/s1600/DSC08337.JPG"><img id="BLOGGER_PHOTO_ID_5529492984128216098" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 300px" alt="" src="http://3.bp.blogspot.com/_-3yboFoHsqk/TLy0kpL6HCI/AAAAAAAAAGA/oCB3CyLsL6g/s400/DSC08337.JPG" border="0" /></a> William Paterson University students receiving their 1st place overall award w/ Marv Tuttle (FPA CEO) and Dr. Tom Potts (FPA President).<br /><br /><a href="http://3.bp.blogspot.com/_-3yboFoHsqk/TLy0lBcEHZI/AAAAAAAAAGQ/cZXbj_VJsyg/s1600/DSC08348.JPG"><img id="BLOGGER_PHOTO_ID_5529492990638431634" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 300px" alt="" src="http://3.bp.blogspot.com/_-3yboFoHsqk/TLy0lBcEHZI/AAAAAAAAAGQ/cZXbj_VJsyg/s400/DSC08348.JPG" border="0" /></a><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br />Nick Scheibner of Stanhope, Nathan Phillips of Sparta, and Cagla Yildirim of Parsippany won the National Financial Planning Challenge at the FPA national conference in Denver, Colorado held Oct 7-12. They worked on the case all summer long without knowing if they'd get anything but a line on their resume saying they "participated" and they ended up with the following:<br />1st place overall<br />1st place in the Knowledge Bowl<br />1st place in the case presentation<br />$10,000 in scholarship money<br />Multiple job offers!<br /><br />"This event demonstrated the work ethic of WPU students and their desire to get into the financial planning profession." -Luke Dean<br /><a href="http://3.bp.blogspot.com/_-3yboFoHsqk/TLy0k_ORPBI/AAAAAAAAAGI/5dHBYJeze6c/s1600/DSC08293.JPG"><img id="BLOGGER_PHOTO_ID_5529492990043700242" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 300px" alt="" src="http://3.bp.blogspot.com/_-3yboFoHsqk/TLy0k_ORPBI/AAAAAAAAAGI/5dHBYJeze6c/s400/DSC08293.JPG" border="0" /></a> WPU booth @ the FPA conference. Thanks to the judges & event sponsors: FPA, Ameriprise Financial, CFP(r) Board, Academy of Financial Services<br /><a href="http://3.bp.blogspot.com/_-3yboFoHsqk/TLy0lgkGHxI/AAAAAAAAAGY/suLfpBih5RM/s1600/DSC08366.JPG"><img id="BLOGGER_PHOTO_ID_5529492998993616658" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 300px" alt="" src="http://3.bp.blogspot.com/_-3yboFoHsqk/TLy0lgkGHxI/AAAAAAAAAGY/suLfpBih5RM/s400/DSC08366.JPG" border="0" /></a><br />I don't want the students to sit too high on their horse, but they asked me to send this message to Texas Tech, Georgia, Virginia Tech, Missouri, K-State, and the rest of the universities w/ financial planning degree programs.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-71617404546141949862010-10-18T07:16:00.000-07:002010-10-18T07:39:50.221-07:00WPU students attend FPA national conference in Denver, Colorado<a href="http://2.bp.blogspot.com/_-3yboFoHsqk/TLxYfABffvI/AAAAAAAAAF4/m8PG0y92Q98/s1600/DSC08201.JPG"><img id="BLOGGER_PHOTO_ID_5529391732109573874" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 300px; CURSOR: hand; HEIGHT: 400px" alt="" src="http://2.bp.blogspot.com/_-3yboFoHsqk/TLxYfABffvI/AAAAAAAAAF4/m8PG0y92Q98/s400/DSC08201.JPG" border="0" /></a><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br />WPU sent 8 students to the national conference of the Financial Planning Association (FPA) in Denver, Oct 7-12.<br />5 students earned free registration to the conference by working as volunteers at the conf.<br />3 students earned free everything (hotel, airfare, conf registration) by being selected as 1 of 8 finalists for the National Financial Planning Challenge.<br />This photo is of David Yeske & Elissa Buie of Yeske Buie stopping by the WPU booth. <a href="http://www.yebu.com/">Yeske Buie</a> is one of the largest RIA firms in the United States, with offices in Virginia & San Francisco.<br /><br /><a href="http://2.bp.blogspot.com/_-3yboFoHsqk/TLxYeyWM2RI/AAAAAAAAAFw/s6oXvbE9bkw/s1600/DSC08156.JPG"><img id="BLOGGER_PHOTO_ID_5529391728438335762" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 300px" alt="" src="http://2.bp.blogspot.com/_-3yboFoHsqk/TLxYeyWM2RI/AAAAAAAAAFw/s6oXvbE9bkw/s400/DSC08156.JPG" border="0" /></a><br />WPU students attending an FPA social event for students attending the conference.<br /><br /><a href="http://1.bp.blogspot.com/_-3yboFoHsqk/TLxYenv88PI/AAAAAAAAAFo/teXOXMo-Dog/s1600/DSC08290.JPG"><img id="BLOGGER_PHOTO_ID_5529391725593555186" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 300px" alt="" src="http://1.bp.blogspot.com/_-3yboFoHsqk/TLxYenv88PI/AAAAAAAAAFo/teXOXMo-Dog/s400/DSC08290.JPG" border="0" /></a><br />WPU students at the Denver Conference Center.<br /><br /><br /><a href="http://3.bp.blogspot.com/_-3yboFoHsqk/TLxYeWFbSwI/AAAAAAAAAFg/IunnoiNUJpE/s1600/DSC08298.JPG"><img id="BLOGGER_PHOTO_ID_5529391720851786498" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 300px" alt="" src="http://3.bp.blogspot.com/_-3yboFoHsqk/TLxYeWFbSwI/AAAAAAAAAFg/IunnoiNUJpE/s400/DSC08298.JPG" border="0" /></a><br /><div>Executives from Prudential in NJ meeting with our students at the WPU booth.</div>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com1tag:blogger.com,1999:blog-3452208697871601518.post-8394264339598617112010-10-18T06:59:00.000-07:002010-10-18T07:15:23.210-07:00QUICK HITS from WPU Campus in October<a href="http://1.bp.blogspot.com/_-3yboFoHsqk/TLxVfpWMUeI/AAAAAAAAAFQ/DcuBNvy0Za4/s1600/PresWaldron+on+Harley.jpg"><img id="BLOGGER_PHOTO_ID_5529388444667367906" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 266px" alt="" src="http://1.bp.blogspot.com/_-3yboFoHsqk/TLxVfpWMUeI/AAAAAAAAAFQ/DcuBNvy0Za4/s400/PresWaldron+on+Harley.jpg" border="0" /></a>1) Our university President is cooler than yours.<br />(President Kathleen Waldron rode a Harley to the Homecoming football game)<br /><br /><a href="http://2.bp.blogspot.com/_-3yboFoHsqk/TLxVfnQ1ntI/AAAAAAAAAFY/W6ddEXvkdJQ/s1600/DR+Pres+on+campus.jpg"><img id="BLOGGER_PHOTO_ID_5529388444108037842" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 267px" alt="" src="http://2.bp.blogspot.com/_-3yboFoHsqk/TLxVfnQ1ntI/AAAAAAAAAFY/W6ddEXvkdJQ/s400/DR+Pres+on+campus.jpg" border="0" /></a><br />2) The President of the Dominican Republic, Leonel Fernandez, spoke on capmus @ WPU and signed an agreement for student/faculty exchange program. See story <a href="http://www.wpunj.edu/news/assets/TheRecord-fernandez-at-wpunj.pdf">here</a>. Any students prefer to take financial planning classes in the Carribbean?Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-84957171921332120902010-10-10T22:08:00.001-07:002010-10-10T22:29:44.447-07:00We're #1! We're #1! We're #1!<a href="http://2.bp.blogspot.com/_-3yboFoHsqk/TLKc9Wash-I/AAAAAAAAAE4/HieGAkUE2EE/s1600/DSC04613.jpg"><img style="MARGIN: 0px 10px 10px 0px; WIDTH: 400px; FLOAT: left; HEIGHT: 300px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5526652270540523490" border="0" alt="" src="http://2.bp.blogspot.com/_-3yboFoHsqk/TLKc9Wash-I/AAAAAAAAAE4/HieGAkUE2EE/s400/DSC04613.jpg" /></a><br />WPU financial planning students Nick Scheibner, Cagla Yildirim, and Nathan Phillips finished 1st place in the National Financial Planning Challenge Knowledge Bowl @ the national FPA conference in Denver, CO on October 9th.<br /><a href="http://4.bp.blogspot.com/_-3yboFoHsqk/TLKc9ByrnLI/AAAAAAAAAEw/b-503xNBCms/s1600/DSC04595.jpg"><img style="MARGIN: 0px 10px 10px 0px; WIDTH: 400px; FLOAT: left; HEIGHT: 300px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5526652265003982002" border="0" alt="" src="http://4.bp.blogspot.com/_-3yboFoHsqk/TLKc9ByrnLI/AAAAAAAAAEw/b-503xNBCms/s400/DSC04595.jpg" /></a><br /><br />The National Financial Planning Challenge is sponsored by the FPA, the CFP(r) Board, Academy of Financial Services, and Ameriprise Financial.<br /><br />The challenge consists of 3 phases:<br />1. Creating a financial plan for a sample client<br />2. The Knowledge Bowl<br />3. After a "life changing event" occurs in the life of the sample client, the team was given 36 hours to adjust the plan, and then present it to the judges in front of professionals and professors at the conference.<br /><br />Congrats to Nick, Nathan, & Cagla! They worked very hard this summer, and we are very proud of them.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-26422428502735530802010-09-24T09:37:00.000-07:002010-09-24T09:46:40.036-07:00New Jersey university has first FPA student chapter in nation<a href="http://3.bp.blogspot.com/_-3yboFoHsqk/TJzV6P44ypI/AAAAAAAAAEI/62iyGcwSMAw/s1600/IFA+article+about+WPU+June+2010.JPG"><img id="BLOGGER_PHOTO_ID_5520522439923649170" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 345px" alt="" src="http://3.bp.blogspot.com/_-3yboFoHsqk/TJzV6P44ypI/AAAAAAAAAEI/62iyGcwSMAw/s400/IFA+article+about+WPU+June+2010.JPG" border="0" /></a><br />The Insurance & Financial Advisor website ran a story in June 2010 about WPU being the home of the 1st FPA student chapter in the nation.<br /><br /><a href="http://ifawebnews.com/2010/06/24/new-jersey-university-has-first-fpa-student-chapter-in-nation/?sms_ss=blogger">New Jersey university has first FPA student chapter in nation</a>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-75046682326503317592010-09-23T15:30:00.000-07:002010-09-23T15:44:33.030-07:00WPU financial planning team featured in Paramus Post article<a href="http://2.bp.blogspot.com/_-3yboFoHsqk/TJvYP8vZ0mI/AAAAAAAAAEA/VIvTJnAyjBg/s1600/Paramus+Post+article+Sept+23+2010.jpg"><img id="BLOGGER_PHOTO_ID_5520243536787264098" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 267px; CURSOR: hand; HEIGHT: 400px" alt="" src="http://2.bp.blogspot.com/_-3yboFoHsqk/TJvYP8vZ0mI/AAAAAAAAAEA/VIvTJnAyjBg/s400/Paramus+Post+article+Sept+23+2010.jpg" border="0" /></a><br /><div>The Paramus Post published an article about 3 WPU students (Nick, Cagla, & Nathan) who gave up their summer to compete in a national financial planning case study. The article was printed before we found out that their financial plan was good enough to earn them a free trip to Denver to present their plan in front of the judges and professionals attending the national FPA conference in Denver! Congrats team -- make us proud with a Top 3 finish!<br /><br />Click <a href="http://www.paramuspost.com/article.php/20100902124031990">here</a> to read article. </div>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-4642079634795296722010-09-23T15:16:00.000-07:002010-09-23T15:29:49.228-07:00WPU financial planning team selected as finalists in national financial planning competition!!!<a href="http://4.bp.blogspot.com/_-3yboFoHsqk/TJvUOvhUEyI/AAAAAAAAAD4/oo5Q8-rvWi8/s1600/FPA+top+8.JPG"><img id="BLOGGER_PHOTO_ID_5520239118012125986" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 310px" alt="" src="http://4.bp.blogspot.com/_-3yboFoHsqk/TJvUOvhUEyI/AAAAAAAAAD4/oo5Q8-rvWi8/s400/FPA+top+8.JPG" border="0" /></a>Nick Scheibner, Cagla Yildirim, and Nathan Phillips have been selected as finalists in the FPA's national financial planning case study!<br />Their financial plan was good enough to earn them free airfare, accomodations, and registration for the national FPA conference in Denver, CO Oct 7-12, where they will participate in the final 2 phases of the competition. The 1st is a knowledge bowl and the 2nd part will include them presenting their financial plan to the judges and professionals attending the conference.<br />Good luck! And Congratulations!Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-82832496048379392152010-09-17T12:55:00.001-07:002010-09-17T13:26:17.861-07:00Wall St. Journal article on careers in finance (like financial planning)A recent Wall St. Journal article lists Financial Planning as the finance career having the most projected growth from 2008-2018.<br /><br />A related article on Career paths in Finance in the WSJ indicates that the 3 most essential skills for any career in finance are:<br /><br /><ul><li>Math skills</li><li>Communication skills</li><li>Technology and software skills</li></ul>To see the WSJ articles, click <a href="http://online.wsj.com/article/SB10001424052748703453804575480211841707650.html?mod=WSJ_article_MoreIn_CollegeRankings">here</a> and <a href="http://s.wsj.net/public/resources/documents/st_PTPfinanceinsurancetable0912_20100913.html">here</a>.<br /><br />At WPUNJ, our financial planning students learn how to use software used by real professionals in the workplace (i.e., Morningstar, MoneyGuidePro, FinaMetrica and we're adding MoneyTree this semester). To hone their communication skills, we encourage our students to take a course in Public Speaking and at least one course in professional sales offered by our renown Russ Berrie <a href="http://www.wpunj.edu/ccob/rbisales/index.dot">Institute</a> of Professional Sales.<a href="http://4.bp.blogspot.com/_-3yboFoHsqk/TJPMckPQ3EI/AAAAAAAAADg/m4ocSpvu-bo/s1600/RBI.jpg"><img id="BLOGGER_PHOTO_ID_5517978759595088962" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 323px; CURSOR: hand; HEIGHT: 186px" alt="" src="http://4.bp.blogspot.com/_-3yboFoHsqk/TJPMckPQ3EI/AAAAAAAAADg/m4ocSpvu-bo/s400/RBI.jpg" border="0" /></a>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-91337606917521372752010-09-10T19:45:00.000-07:002010-09-10T19:55:03.984-07:00HIRED!!!! Congrats to Michael CicconeHired by Pinnacle Benefits Group, which provides insurance solutions to RIA's and other investment professionals.<br />Michael was one of the top students in the Cotsakos College of Business, graduated summa cum laude last semester, and was the recipient of the Pesce scholarship. He also helped co-found the 1st FPA student chapter in the U.S. here at WPU where he served as its inaugural Vice President. Michael was active in attending FPANJ meetings on and off campus.<br /><br /><a href="http://4.bp.blogspot.com/_-3yboFoHsqk/TIrtczcMDYI/AAAAAAAAADY/OWI2EqYEmEI/s1600/mike+c+headshot.bmp"><img id="BLOGGER_PHOTO_ID_5515481772769152386" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 177px; CURSOR: hand; HEIGHT: 200px" alt="" src="http://4.bp.blogspot.com/_-3yboFoHsqk/TIrtczcMDYI/AAAAAAAAADY/OWI2EqYEmEI/s400/mike+c+headshot.bmp" border="0" /></a><br />Michael encourages current students to do well in their financial planning courses, and become active in the FPA (student chapter and FPANJ) and NAPFA to meet other professionals and potential employers as well as keep up-t0-date on the latest trends and issues in the industry. His last course before graduation was a self-designed independent study course where he created a financial plan for a sample client. Congrats to Michael and good luck!Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-19120902757410473002010-09-04T11:21:00.000-07:002010-09-04T11:23:53.179-07:00WPU financial planning professor quoted in Bloomberg articleLuke Dean, Academic Coordinator of the financial planning program @ WPU was quoted in a September 2nd Bloomberg article about insurance agents being opposed to the fiduciary standard.<div><br /></div><div>Click <a href="http://www.bloomberg.com/news/2010-09-02/insurance-agents-oppose-common-fiduciary-standard-in-comments-given-to-sec.html">here</a> to see the story.</div>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-4019938894189705272010-09-01T13:04:00.000-07:002010-09-23T14:29:59.593-07:00WPU program director featured in Retirement Income JournalLuke Dean, the program director for the financial planning program @ William Paterson University was featured on the homepage of the Retirement Income Journal for the week of September 1st! Take a look by clicking <a href="http://retirementincomejournal.com/issue/september-1-2010/article/quote-of-the-week">here</a>.<br /><br />Or check out the screenshot of their homepage below:<br /><a href="http://2.bp.blogspot.com/_-3yboFoHsqk/TH62_KjdSdI/AAAAAAAAADQ/Nec99cfIRRY/s1600/RetirementIncomeJournal_QuoteOfWeek"><img id="BLOGGER_PHOTO_ID_5512044190229154258" style="FLOAT: left; MARGIN: 0px 10px 10px 0px; WIDTH: 400px; CURSOR: hand; HEIGHT: 341px" alt="" src="http://2.bp.blogspot.com/_-3yboFoHsqk/TH62_KjdSdI/AAAAAAAAADQ/Nec99cfIRRY/s400/RetirementIncomeJournal_QuoteOfWeek" border="0" /></a>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com1tag:blogger.com,1999:blog-3452208697871601518.post-58177771380284913962010-08-26T20:47:00.001-07:002010-08-26T20:53:08.173-07:00WPU students spend their summer.... working on case studies???3 students from WPU participated in the national financial planning case study competition sponsored by Ameriprise, the CFP(r) Board, and the FPA. The top 8 teams from around the country will be flown to Denver, CO where they will attend the national FPA conference for 4 days and have a chance to present their financial plan in front of judges and professionals from around the country.<br /><br />Our 3 proud participants are Nick Scheibner, Cagla Yildirim, and Nathan Phillips. Good luck! They completed their case study and are waiting to hear back from the judges.<br /><a onblur="try {parent.deselectBloggerImageGracefully();} catch(e) {}" href="http://1.bp.blogspot.com/_-3yboFoHsqk/THc1gKUH84I/AAAAAAAAADA/pu2e5u0rZJY/s1600/WPU+student+picture.JPG"><img style="margin: 0pt 10px 10px 0pt; float: left; cursor: pointer; width: 400px; height: 300px;" src="http://1.bp.blogspot.com/_-3yboFoHsqk/THc1gKUH84I/AAAAAAAAADA/pu2e5u0rZJY/s400/WPU+student+picture.JPG" alt="" id="BLOGGER_PHOTO_ID_5509931495751938946" border="0" /></a><br /><br />Michael Ciccone completed an independent study this summer by creating a comprehensive financial plan for a mock client.<br /><br />Keep up the good work.Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0tag:blogger.com,1999:blog-3452208697871601518.post-6721736936061362602010-08-06T12:33:00.000-07:002010-08-06T12:46:32.752-07:00WPU's student chapter featured as TOP STORY in FPA SmartBriefWPU's student chapter was the TOP STORY in FPA's <a href="http://alquemie.smartbrief.com/alquemie/servlet/encodeServlet?issueid=315BA410-3E63-41F3-A151-F723BFC2EE48&lmid=archives">SmartBrief</a>, a weekly update on FPA's latest news & events sent to thousands of professional financial planners across the United States.<br /><a href="http://4.bp.blogspot.com/_-3yboFoHsqk/TFxl_v0XXMI/AAAAAAAAAC4/ZPXsugcCqJU/s1600/WPU+in+FPA+SmartBrief+June+22+2010.jpg"><img style="MARGIN: 0px 10px 10px 0px; WIDTH: 400px; FLOAT: left; HEIGHT: 297px; CURSOR: hand" id="BLOGGER_PHOTO_ID_5502384990582168770" border="0" alt="" src="http://4.bp.blogspot.com/_-3yboFoHsqk/TFxl_v0XXMI/AAAAAAAAAC4/ZPXsugcCqJU/s400/WPU+in+FPA+SmartBrief+June+22+2010.jpg" /></a><br /><div><a href="http://1.bp.blogspot.com/_-3yboFoHsqk/TFxl1tHgGsI/AAAAAAAAACw/1JoPPcQKJxc/s1600/WPU+in+FPANJ+Summer+2010+newsletter.jpg"></a></div>Financial Planning Program Directorhttp://www.blogger.com/profile/06587285212254170751noreply@blogger.com0