VSA Donates $15,000 in Software to the LSU Department of Finance

05/28/2013 09:24 AM

BATON ROUGE – The Virtual Sales Assistant LP has donated $15,000 worth of its Virtual Assistant software for use in the Department of Finance’s CFP® Certification Education Program. The software will be installed on all Securities Markets Analysis Research and Trading Lab, or SMART Lab, computers.

VSA Managing Partner Bill O’Quin, an LSU alumnus, stated that he and his partners are “pleased to provide LSU’s CFP® Board-Registered Program participants with access to the Virtual Assistant interactive library,” which is designed to help financial advisers explain complex financial concepts to their clients.

“The Virtual Assistant represents our more than 40 years of experience in helping insurance and financial advisers serve their clients,” O’Quin said. “Students and faculty will be able to use the contents as capstones in their studies about a wide range of financial needs and concepts.” 

CFP® Board-Registered Programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification. Students who complete the financial planning pathway at LSU will be eligible to sit for the national CFP® Certification Examination administered by the CFP® Board. Successful completion of the education and examination components completes two of the core prerequisites to obtain CFP® certification.

According to Fran Lawrence, director of the CFP® Certification Education Program, putting such an outstanding financial library at students’ fingertips is vital.

“This is an online resource that will provide our financial planning students access to a wealth of up-to-date information in a central location,” Lawrence said. “There is no doubt that this virtual library will enhance the education of LSU’s next generation of financial professionals.”

To learn more about the CFP® Board, CFP® certification and financial planning, visit www.cfp.net.

For more information on LSU’s CFP® Board-Registered Program, visit www.business.lsu.edu/cfp or https://www.facebook.com/lsucfp.

The Department of Finance at LSU’s E. J. Ourso College of Business offers high quality programs for undergraduate and graduate students interested in careers in corporate finance, asset management, real estate, insurance, banking, financial planning and business law. Aiming to create exciting educational opportunities for its students, the department employs tools such as the SMART Lab. This 50-station simulated interactive trading floor enables students to gain practical experience in the fast-paced world of securities analysis, research and trading. Additionally, the Department of Finance encourages, supports and conducts research in real estate by housing the nationally renowned Real Estate Research Institute.

For more information, visit www.business.lsu.edu/finance, call 225-578-6291 or email finance@lsu.edu.

Wendy  Marx 
E. J. Ourso College of Business

Posted on Tuesday, May 28, 2013