College for Financial Planning®—a Kaplan Company Research

Johnson, D. (2020). AWMA-SE Financial Planning for Athletes and Entertainers. College for Financial Planning: Denver, CO.

Mannaioni, D., Sunder, A. and Henderson, R.  (2019). Financial Designations: Can they be gateways to financial planning education?  [Conference presentation]. Academy of Financial Services and Financial Planning Association 2019 Conference, Virtual.

Mannaioni, D.  2020. Financial Designations: Can they be gateways to financial planning education?  [Conference presentation]. CFP Board Registered Programs 2020 Conference, Virtual.

Nickerson, A., Shnaider, C, & Sunder, A., (2019, May). Housing value for retirement: Whom does it fail?  [Conference presentation]. American Council on Consumer Interests 2019 Conference 2019, Arlington, VA, United States. 

Pasztor, J., Sunder, A., & Henderson, R. (2019, February). Success in CFP® education: Results from students’ performance data.  [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Pasztor, J., Sunder, A., & Henderson, R. (2019, May). Diversity in financial planning: Digging little deeper for rationality.  [Conference presentation]. American Council on Consumer Interests 2019 Conference, Arlington, VA, United States.

Pasztor, J., Sunder, A., & Henderson, R. (2019, February). Success and satisfaction of women in financial planning.  [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Sunder, A., Palmer, L., Goetz, J. W., & Chatterjee, S. (2019, February). Comprehensive advisors vs. modular advisors: A study of household financial assets during the Great Recession.  [Conference presentation]. CFP Board Academic Research 2019 Colloquium, Arlington, VA, United States.

Angell, M. Hire a Paraplanner.

Johnson, D. History of the Financial Planning Profession.

Johnson, D. Current Issues in Financial Planning. 

Pasztor, J., Sunder, A., & Henderson, R. Diversity Initiatives in Financial Planning.

Shnaider, C. and Sunder, A. Owner and Advisor Treatments of Housing Value.

Why that green fund you bought might include a coal miner – Stan Choe, Associated Press & The New York Times (January 23, 2020)

Long leery about ESG, Vanguard Group changes tune, launches ESG bond ETF and promises to ‘evaluate’ more — as rival BlackRock barrels ahead in the category – Oisin Breen, RIABiz (July 21, 2020)

Labor Department gathers information on how retirement plans use ESG funds – Mark Schoeff Jr., InvestmentNews (June 17, 2020)

3 Questions: The pandemic and ESG investing – InvestmentNews (September 22, 2020)

Triple Play: How to root out greenwashing when evaluating ESG investments – InvestmentNews (September 22, 2020)

Betterment goes ‘strategic’ with ESG after stunning 2020 inflows and fortuitous ‘accident,’ stumbling on Rockefeller subsidy of NAACP play –  Oisin Breen, RIABiz (October 22, 2020)

You Can Build a Portfolio You Love and Invest Responsibly – Bola Sokunbi, quoted on Citi “Life & Money” blog (November 10, 2020)

The 21 Smartest Money Moves to Make in 2021Mallika Mitra, quoted in Money Magazine (Online), December 16, 2020