Wealth Management Faculty
Michael began his financial services career in banking over 20 years ago and eventually migrated into investment management and insurance planning. He has served clients in various capacities with independent, boutique-style firms and learned directly from seasoned CFP® practitioners in the field. Michael has also been an income tax professional for several years.
Dr. Sara Stolberg Berkowicz, CFP®, CDFA® is an associate professor at the College for Financial Planning, specializing in the areas of retirement, divorce financial planning, and money psychology. In addition to teaching, research, and content management duties, Sara also serves on the College’s Research and Faculty Honors committees.
Jennifer 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 program, and serves as a subject matter expert on a number of the College’s investment courses.
Before entering college-level teaching, Dr. Falter began his business experience with two national corporations, Cigna and Aetna, specializing in financial analysis and underwriting of group benefits. Focusing his research on investor behavior in financial markets, stock market efficiency and financial institutions, Dr. Falter has several articles published in annual proceedings of the Academy of Accounting, Finance & Economics, the Institute for Business and Finance Research, the Midwest Finance Association, Southern Finance Association and the Southwest Finance Association.
Dr. Falter holds a Doctorate of Business Administration, a Master of Business Administration and a Bachelor of Science in Business Administration/Economics.
Mike Harris, MPASSM, CFP®, CRPC® is the chair of the retirement studies department and 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.” Before entering the financial planning education field, Mike pastored a church in Colorado Springs, CO for 10 years and served 13 years as a Senior Relationship Manager for a major denominational pension board.
Dr. Yi Liu is an assistant professor in the finance and economics department at the College for Financial Planning, specializing in investments.
Yi has actively presented her research at national conferences such as the CFP Board Academic Research Colloquium and the AFCPE Symposium. Her research interests are focused on financial planning and financial decision making, including stock ownership, asset decumulation, personality traits, and financial well-being.
Jim Maher, MBA, APMA®, CFP® is a department chair and professor at the College for Financial Planning. He is responsible for overseeing the Department of Financial Planning Principles and Insurance.
David Mannaioni, CFP®, MPASSM is the dean of academic programs and a professor at the College for Financial Planning. In the role of dean he oversees the development and revision of course content and ensures that the requisite academic rigor is in place for the CFP® education program, the Exam Prep Review course, and each of the professional designations the College offers. David also is actively involved in the development of course content, including textbooks, assessment questions, live classes, and videos.
Barclay Roper, MSF is an assistant professor at the College for Financial Planning, specializing in retirement planning and investments. He teaches graduate courses in both the personal financial planning and finance degrees, and is involved in developing and teaching designation courses.
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 school, ensuring communication and coordination with adjuncts, the registrar, the academic advisor, and the learning platform.
Dr. Aman Sunder is a professor, dean of the graduate school, and researcher at the College for Financial Planning. His role at the College includes administrative leadership of the graduate school 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.
Wealth Management Academic Staff
As chair of the assessment committee, Dr. Barbara Masi manages program evaluation and student learning assessment processes for all college programs and acts as liaison to the Higher Learning Commission as part of college accreditation oversight.
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.
Board of Directors
Meet the College for Financial Planning®—a Kaplan Company's Board of Directors