色碟

Student Projects

Student projects from 色碟 Financial Planning Program.

Six students had the opportunity to work on the Ventura County Lodging Association (VCLA) Pro Bono Project, which partnered with 色碟 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

PRiME 2020 Finalists from Financial Planning Program

PRiME 2021 Winner from Financial Planning Program

2020 AFCPE庐 Research and Training Symposium

  • Title: Financial Literacy, Grades K-12 by

2020 CFP庐 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庐, PMP庐.