KATHLEEN SINDELL, PHD
KATHLEEN SINDELL, PHD
200 North Columbus Street
Alexandria, VA 22314
200 North Columbus Street
Alexandria, VA 22314
Categories: Author, Banking And Finance Consultant, Book Publishing, Colleges & Universities, Marketing
Graduate Instructor / Financial Education Consultant/ Financial Writer and Speaker
Description of current business, position or practice:
• Full Professor (Adjunct) University of Maryland University College (UMUC): Assisted in the CFP Certification Activity and will be responsible for the first renewal of the CFP registration status, developed CFP approved curriculum, supported Personal Finance in achieving the status of ‘minor’ for undergraduates from the Maryland Higher Education Board. Chair of three courses, organized the UMUC CFP Advisory Board and UMUC FPA Student Chapter, secured start-up funding for the UMUC FPA Student Chapter from the FPA NCA and FPA Baltimore chapters, solicited a scholarship from FPA NCA, instructs five of the CFP Board approved courses (Financial Wealth Building, Health and Life Insurance, Investing, Retirement and Estate Planning, and the Financial Plan Development Capstone course).
• FPANCA Board Member and Pro-Bono Co-Chair
• Co-chair Metro Washington Financial Planning Day, on behalf of FPA NCA supports the AARP, Greater Washington Jump$tart Coalition, and DC Financial Literacy Council.
• Social Security Blog (Weekly) – kathleensindell.com
• “Social Security: Maximize Your Benefits (2nd Edition)”, Fall 2015
• Journal of Financial Planning, Editorial Advisory Board
• Investment News’ Women Advisors Summit, Panel Participant – Where Are the Women? (by
Invitation of the CFP Board Tuesday, July 14, Washington, DC
Keywords: personal financial planning, personal financial analyst, personal financial advising, online investing, public speaking, Internet, author, consultant, management consultant
Description of current business, position or practice:
• Full Professor (Adjunct) University of Maryland University College (UMUC): Assisted in the CFP Certification Activity and will be responsible for the first renewal of the CFP registration status, developed CFP approved curriculum, supported Personal Finance in achieving the status of ‘minor’ for undergraduates from the Maryland Higher Education Board. Chair of three courses, organized the UMUC CFP Advisory Board and UMUC FPA Student Chapter, secured start-up funding for the UMUC FPA Student Chapter from the FPA NCA and FPA Baltimore chapters, solicited a scholarship from FPA NCA, instructs five of the CFP Board approved courses (Financial Wealth Building, Health and Life Insurance, Investing, Retirement and Estate Planning, and the Financial Plan Development Capstone course).
• FPANCA Board Member and Pro-Bono Co-Chair
• Co-chair Metro Washington Financial Planning Day, on behalf of FPA NCA supports the AARP, Greater Washington Jump$tart Coalition, and DC Financial Literacy Council.
• Social Security Blog (Weekly) – kathleensindell.com
• “Social Security: Maximize Your Benefits (2nd Edition)”, Fall 2015
• Journal of Financial Planning, Editorial Advisory Board
• Investment News’ Women Advisors Summit, Panel Participant – Where Are the Women? (by
Invitation of the CFP Board Tuesday, July 14, Washington, DC
Keywords: personal financial planning, personal financial analyst, personal financial advising, online investing, public speaking, Internet, author, consultant, management consultant
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