Honor Society® member
Joanne Wu
Senior Financial Planner at MD Management
- personal financial planning
- Class of 2025
- Edmonton, Alberta, Canada
Member since September 2023
About
Joanne is a Canadian Ph.D. student on track to becoming the very first Canadian Ph.D. graduate in the Personal Financial Planning doctoral program at Kansas State University. She is also a Senior Financial Planner at MD Management, a firm dedicated to the financial planning needs of Canadian physicians. She is interested in pioneering post-secondary bachelor’s degree education in financial planning for Canadian universities. Her long-term career goal is to facilitate a bridge between academic research and financial planning practice.
Education
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University of Alberta
Mathematics, Business Minor
2003 – 2006
Honors and awards
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Richard L. D. Morse Scholarship
2023 August, $4,000 USD
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Graduate Student Council Travel Award, Kansas State University
August 2023, $450 USD
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Graduate Student Childcare Scholarship, Kansas State University
November 2022, $750 USD
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Strategic Impact Scholarship, AFCPE® Symposium
September 2022, $250 USD
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Graduate Student Childcare Scholarship, Kansas State University
April 2022, $1,000 USD
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College of Health and Human Sciences Travel Award
September 2023, $1,000 USD
Goals and interests
- Career goal
Facilitate a bridge between academic research and financial planning practice
- Graduate school interests
Research, financial wellness, financial literacy, women, cultural issues
- Outside the classroom
Endurance swimming, Rubiks Cube solving
Experience
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Senior Financial Planner
MD Management
Feb 2009 – Present
Volunteering
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CFP® Certification Exam Marker
FP Canada™ Standards Council
Jun 2019 – Dec 2020
Languages
- English (US) Advanced
- Chinese (Hong Kong) Fluent
Additional information
Organizations
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The Institute of Advanced Financial Planners, IAFP®
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National Council on Family Relations, NCFR
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Academy of Financial Services, AFS
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Association for Financial Counseling and Planning, AFCPE®
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Financial Therapy Association, FTA
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Financial Planning Association, FPA
