Student Projects
Student projects from Ï㽶´«Ã½ Financial Planning Program.
Six students had the opportunity to work on the Ventura County Lodging Association (VCLA) Pro Bono Project, which partnered with Ï㽶´«Ã½ Financial Planning Program, to design, develop, and administer a Request for Proposal (RFP) of short term asset management services.
Read students' experience in the VCLA project.
PRiME 2019 Finalists from Financial Planning Program
- Title: Going Out of Business. Tam Wolfe-Callanta, MBA (2019)
- Title: The Future is Now: Plan for It!: Tam Wolfe-Callanta, MBA (2019)
PRiME 2020 Finalists from Financial Planning Program
- Title: Financial Literacy, Grades K-12:
- Title: Discovering Behavioral Issues Related to Retirement Planning: Savings vs. Consumption Behaviors of Divorcees and Financially Distressed Couples:
PRiME 2021 Winner from Financial Planning Program
- Title: Beginning to Save: Rationality, Financial Knowledge, and Saving Behavior : Anne Wittig (2nd Place winner)
2020 AFCPE® Research and Training Symposium
- Title: Financial Literacy, Grades K-12 by
2020 CFP® Board Registered Programs Conference
- Title: Experiential Learning Pro Bono Financial Planning Consulting Criteria for Evaluating Preferred Employers Joinly presentation from student & faculty Dr. Chia-Li Chien, CFP®, PMP®.
