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Wealth Management Faculty

Our wealth management faculty consists of expert practitioners in every facet of the financial services industry. From insurance and retirement planning to behavioral finance and portfolio management, our professors have you covered.

CFFP_MKT-010616_faculty_Amy-Rell
CFFP_MKT-010616_faculty_Amy-Rell

Dr. Amy Rell

Provost

Dr. Amy Rell is the Provost of the College for Financial Planning, where her role includes stewardship for the College’s academic programs, creation and implementation of the academic priorities for the College, and assuring the quality of the educational offerings. Amy has served in a variety of academic roles at UCLA, San Jose State University and the Colorado Community College System, in positions ranging from faculty to department chair to Dean. Prior to joining the College, Amy served as founding Dean for the Office of Global Education at Regis University.

CFFP_MKT-010616_faculty_Aman-Sunder
CFFP_MKT-010616_faculty_Aman-Sunder

Dr. Aman Sunder

Chair of Graduate Degree Programs | Professor

Dr. Aman Sunder is a professor, Graduate Chair of the Master’s Degree Program, and researcher at the College for Financial Planning. He is also the lead faculty on several courses in MS – Personal Financial Planning program. His role at the College includes administrative leadership of the Graduate Program that includes MS degrees in Finance and Financial Planning. He leads the research initiatives at the College and serves on its Institutional Review Board and several other committees, including Academic Integrity and Research.

CFFP_MKT-010616_faculty_Cindy-Riecke
CFFP_MKT-010616_faculty_Cindy-Riecke

Cindy Riecke

Sr. Director of CFP Education | Professor

Cindy Riecke, MS, CFP®, ChFC®, CLU® is Senior Director of CFP® Programs and professor at the College for Financial Planning. In her role as Senior Director, Cindy oversees all Certified Financial PlannerTM exam projects and course revisions and is involved in course development, design, and delivery. She also serves on the College’s Academic Integrity, Faculty Development, Research, and Promotions committees.

CFFP_MKT-010616_faculty_Faye-Anderson
CFFP_MKT-010616_faculty_Faye-Anderson

Dr. Faye Anderson

Sr. Director of Assessment | Professor

Dr. Faye Anderson is the Senior Director of Assessments and a professor at the College for Financial Planning. Faye's research interests include using quantitative and qualitative methodological approaches to serve the mission of the institution through the development of indicators for the assessment of learning and institutional effectiveness. Her current role involves being a liaison for the Higher Learning Commission and state accreditation, leading the Assessment Committee, leading graduate courses, and working across business unit boundaries to meet state and accreditor (HLC) reporting requirements and conduct institutional research projects, including enrollment forecasting, student success modeling, and program evaluation.  

CFFP_MKT-010616_faculty_David-Mannaioni
CFFP_MKT-010616_faculty_David-Mannaioni

David Mannaioni

Sr. Director of Designation Education | Professor

David Mannaioni, CFP®, MPASSM is the Senior Director of Designation Programs and a professor at the College for Financial Planning. In the Senior Director role he oversees the development and revision of course content and ensures that the requisite academic rigor is in place for each of the nine professional designations the College offers. David also is actively involved in the development of course content, including textbooks, assessment questions, live classes, and videos. 

CFFP_MKT-010616_faculty_Jim-Pasztor
CFFP_MKT-010616_faculty_Jim-Pasztor

Jim Pasztor

Professor

Jim Pasztor, MPAS, MSF, CFP® is a professor and former VP of Academic Affairs at the College for Financial Planning. He joined the College full time in January 2007, after serving as an adjunct instructor since 2000.

Jim has contributed to various programs and courses at the College, and was directly involved in the creation and launch of the Accredited Portfolio Management AdvisorSM (APMA®) and Chartered SRI CounselorTM (CSRIC®) designations...

CFFP_MKT-010616_faculty_Jesse-Arman
CFFP_MKT-010616_faculty_Jesse-Arman

Dr. Jesse B. Arman

Professor

Dr. Jesse Arman serves the College for Financial Planning in the dual roles of professor and Accreditation Liaison Officer, where he is primarily responsible for the College’s accreditation and regulatory relationships. Prior to this, Jesse was the College’s Vice President of Regulatory and Government Affairs from 2012 to 2016 and the Vice President of Academic Affairs from 1998 to 2012.

CFFP_MKT-010616_faculty_Cindy-Shnaider
CFFP_MKT-010616_faculty_Cindy-Shnaider

Cindy Shnaider

Professor

Cindy Shnaider, MSF is a professor and Graduate Coordinator at the College for Financial Planning, developing, overseeing, and teaching graduate courses in both the personal financial planning and finance degrees. She also serves as the primary liaison for the Graduate Program, ensuring communication and coordination with adjuncts, the registrar, the academic advisor, and the learning platform.

CFFP_MKT-010616_faculty_Jim-Maher
CFFP_MKT-010616_faculty_Jim-Maher

Jim Maher

Associate Professor

Jim Maher, MBA, APMA®, CFP® is an associate professor at the College for Financial Planning. He is responsible for teaching and creating content for the College’s investment courses and designations.

Jim has over 28 years of experience in the financial planning industry as both an advisor and educator. As an educator, he worked as a senior content specialist with Kaplan Financial Education, primarily in the areas of investments and insurance planning, and co-authored courses in the CFP® education program. 

CFFP_MKT-010616_faculty_Michael-Angell
CFFP_MKT-010616_faculty_Michael-Angell

Michael Angell

Associate Professor

Michael Angell, CFP®, EA is an associate professor at the College for Financial Planning, where he serves primarily as the in-house income tax planning subject matter expert.

Michael began his financial services career in banking over 20 years ago and eventually migrated into investment management and insurance planning...

CFFP_MKT-010616_faculty_Jennifer-Coombs
CFFP_MKT-010616_faculty_Jennifer-Coombs

Jennifer N. Coombs

Associate Professor

Jennifer (“Jenny”) N. Coombs, CRPC®, is an associate professor at the College for Financial Planning. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC®) designation education program, and serves as a subject matter expert on a number of the College’s investment courses. She also serves as the chair of the College’s Research Committee. 

CFFP_MKT-010616_faculty_Mike-Harris
CFFP_MKT-010616_faculty_Mike-Harris

Mike Harris

Associate Professor

Mike Harris, MPASSM, CFP®, CRPC® is a professor at the College for Financial Planning, specializing in both the retirement planning and estate planning areas.

Prior to the merger of the College for Financial Planning and Kaplan Professional, Mike was Kaplan Professional’s subject matter expert for retirement planning and estate planning, collaborating with other subject matter experts on the books Personal Financial Planning: Theory and Practice and Personal Financial Planning: Cases and Applications

CFFP_MKT-010616_faculty_Adam-Scherer
CFFP_MKT-010616_faculty_Adam-Scherer

Adam Scherer

Associate Professor

Adam P. Scherer, CFP®, CRPC®, is an associate professor and the current Faculty Senate President at the College for Financial Planning, specializing in the areas of insurance, risk management, employee benefits, education planning, professional conduct and regulation, and general financial planning principles. Adam also serves on the College’s Executive, Research, and Faculty Development committees.

Board of Directors

Meet the College for Financial Planning®a Kaplan Company's Board of Directors

Find a Professional Designation Fit for You

The College for Financial Planning offers designation programs for all levels of your career.

See All Professional Designations