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May 2021 Ethics Chapter Meeting

  • 19 May 2021
  • 2:45 PM - 5:00 PM
  • Virtual





May 19, 2021
2:45-5:00 p.m.

L. Ann Coulson, Ph.D., CFP®

Continuing Education:

CFP - 2 hours approved

Kansas Insurance - 2 hours approved

About the speaker:
Dr. Coulson received her B.S. from the University of Missouri-Columbia in 1974. She spent the next eight years working for utility companies in Arkansas and Missouri providing public relations and education. She completed her M.S. in Operations Management from the University of Arkansas in 1980 and her Ph.D. in Human Environmental Sciences (Family & Consumer Economics) from the University of Missouri-Columbia in 1988. She completed the requirements for the CFP® certification in 1991.

From 1987 until 1996, Dr. Coulson taught at Kansas State University where she spearheaded the CFP® registered undergraduate program at Kansas State University. While at K-State she won the Conoco Undergraduate Teaching Award. She moved to Chicago in 1995. While in Chicago, Dr. Coulson served as the Director of the Institute for Personal Finance, an educational institution under the auspices of the Association for Financial Counseling and Planning Education (AFCPE). The purpose of the institute was to educate financial and housing counselors.

In 2001, Dr. Coulson and her family returned to Kansas where she opened a financial planning firm and began teaching online graduate level classes in financial planning for K-State. She has mentored more than 30 cohorts of students through K-State’s CFP Board registered graduate certificate program. She returned full-time to the Manhattan campus in 2010 where she taught undergraduate and graduate students and also served as the academic advisor. In 2017, she moved to Ste. Genevieve, MO where she continues to teach online graduate level courses in financial planning for K-State.

This meeting is sponsored by:

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