CFP Program News

The Certificate in Financial Planning is a sequential six-course certificate program that meets once a week, beginning at 5:30 pm, and lasting until 9:30 p.m. Classes meet every Tuesday night beginning in September. Students can expect to complete the program in 12 months. View the website at www.cbu.edu/fp for more program information.

The next Financial Planning cohort starts on September 18, 2012, with classes held at 5:30 pm in Buckman Hall Room 357 (BU 357). We are still accepting applications for the September 2012 cohort. Please email Christina Brown at clbrown@cbu.edu to request a schedule of courses.

In exchange for student referrals from program graduates to Christian Brothers University’s Executive Certificate in Financial Planning (CFP) Program, we would like to offer you full access to Kaplan’s online Total Access Continuing Education. Kaplan Financial Education offers a world-class library of online, self-study CE courses designed to satisfy your state CE requirements. Total Access CE includes an interactive CE tracking system, a printable certificate, and CE submission to one state. You’ll benefit from 365 days of unlimited access to our extensive library. Check out the website at www.kfeducation.com.

Note: If a filing fee is assessed by individual state the student will be required to pay that cost.
Please send all referrals to Christina Brown at clbrown@cbu.edu.

Featured CFP: Lindsey Donovan

Lindsey Donovan graduated from the CFP Program at Christian Brothers University in January of this year and passed the CERTIFIED FINANCIAL PLANNER ™ professional Board of Standards (CFP®) exam for certification in March. Below is Lindsey’s account of the experience as relayed to program administrator Christina Brown.

Christina Brown: I see you have been in the financial industry since 2007. Will you tell me a little bit about what made you decide to seek certification?

LD: I have always seen investment planning as a way for me to have a real impact on people’s lives. During my undergraduate studies, and in learning from my aunt who I am close with, I began to have an interest in the financial world. Being in the financial industry for the past 5 years since graduation, I felt that the CFP® certification would help take my practice to a higher standard for myself and for my clients.

CB: How did you manage to balance work, classes, and a personal life while completing the program? What about community involvement?

LD: I feel that the best way to prepare for the CFP® exam is to understand the long road ahead of you and to know what the commitment is with the program. For me, pacing myself and taking time to fully understand all the material helped. Balance came with setting aside time for studying, and being able to stick to a strict and regimented schedule, especially prior to the exam. Time management allowed me to continue to serve my clients, be involved in my community through various events and organizations I am a part of, and still have a personal life as well.

CB: Congratulations on passing the CFP Board’s exam this March! Passing the exam is a major accomplishment. How did you prepare yourself for the exam? What advice would you give your colleagues who are considering certification or who are about to take the exam?

LD: The best advice I can give to CFP® candidates is to pace your studying, spend time each day leading up to the exam and don’t cram. This exam has a very broad range of topics and it takes time to understand how the topics intertwine. The best thing I did was to commit time before and after work to prepare for the exam. Pacing yourself allows time to not feel pressured on the weekends to “catch-up”, which usually results in panic.

CB: I see that you are currently an Associate Financial Advisor with Veesart Financial, LLC. How has certification affected your career?

LD: Joining Veesart Financial, LLC has given me the opportunity to work on growing my financial advisory practice and build lasting client relationships and have an impact on people’s lives. We help clients understand how their assets can play a role in their
lives and have a very personal approach to investment planning. With the CFP® certification, I am now able to share more knowledge with my clients to help me to be a better investment planner and set a higher level of expectation. I believe the experience and knowledge gained while preparing for, studying, and passing the CFP® exam is invaluable.

This article has been authored by Christina Brown, program administrator at Christian Brothers University. Lindsey Donovan is an Associate Financial Advisor with Veesart Financial, LLC. and can be contacted at 901-748-4899. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), member SIPC. Veesart Financial, LLC is a separate entity from WFAFN.

Cybersecurity & Digital Forensics

Christian Brothers University is offering the Bachelor of Science in Cybersecurity and Digital Forensics degree beginning August 2012. This interdisciplinary degree provides an integrated curriculum that will prepare you to pursue employment or graduate school in a fast-growing field.

CBU’s degree integrates courses in computer science, electrical engineering and management information systems. You’ll learn how to protect confidential data stored within computer networks. You’ll also learn how to engage in computer crime investigations – an emerging field known as digital forensics. As part of the academic program, you’ll also participate in an internship with one of CBU’s corporate partners.

Computer science and engineering courses focus on subjects such as digital design, data structures, programming, networks and database design. Business coursework covers topics such as business applications, management information systems, information security and digital forensics.

For more information on CBU’s new Cybersecurity and Digital Forensic program, visit www.cbu.edu/cyber or contact Dan Brandon at dbrandon@cbu.edu.

Save the Date: Bell Tower Gala

Saturday, November 17
The Hilton Memphis Hotel
939 Ridgelake Blvd.
6:00 p.m.

This exclusive event will honor CBU’s past presidents while giving alumni and supporters an opportunity to celebrate 140 years of Lasallian tradition. Guests will enjoy fine dining, cocktails, an auction and the opportunity to mingle with CBU luminaries past and present. Tickets are $150 each.

For more information on how you can participate, and receive an alumni discounted rate, get in touch! If you would like to support the event, please take a look at our Sponsorship
packet
.

Connect With Us Online!

Facebook: You can find us on Facebook at www.facebook.com/cbusob.We often post paid internship opportunities, current news, and lots of photographs to this group. Group members are welcome and encouraged to post as well!

Another area of interest on the group page is our “Featured Business Student” photo albums with questions and answers about current student’s experiences at CBU. We would really like to feature our successful alumni as well, so please let us know if you are interested in participating by sending an email to business@cbu.edu.

LinkedIn: This is a professional networking group for future students, current students, alums and friends of the School of Business at CBU. Join the LinkedIn group to catch up with your professional contacts, favorite professors, check out job openings or post you’re
own, and more.

Online Gift Form

The CBU Annual Fund now allows alumni to designate their gifts to a particular school or area. The online donation page is set up so you can specify where your gift should be used. In addition, you can dedicate your gift to the honor or memory of someone special in
your life. Because of its simplicity, giving cash is the most popular form of giving. Cash gifts may be made by currency, check, money order, bank draft, or credit card. The applicable income tax deduction reduces the actual cost of the gift. If you would like to make a donation online, you may do so by visiting https://commerce.cashnet.com/cashnete/selfserve/EditItem.aspx?PC=ADVANCE-GFT&ItemCount=1

Photograph by Vania Rogers (Accounting ’14)