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Our Newest ME-P Thought-Leader in Finance and Economics
By Ann Miller; RN, MHA
[Executive Director]
Dr. Somnath Basu is a Professor of Finance at California Lutheran University and the Director of its California Institute of Finance. Dr. Basu is also a Professor of the Helsinki School of Economics Executive MBA Program. He earned his BA in Economics, University of Delhi, MBA (Finance), Marquette University and a PhD (Finance), University of Arizona.
Publications and Experience
Dr. Basu is extensively published in the field of investments and financial planning and is an award winning teacher. He has significant consulting experience with US Fortune 100 companies, advising institutional money managers and in developing proprietary personal investment software. Dr. Basu is actively involved with financial planning organizations including the National Endowment for Financial Education (NEFE), the CFP Board of Standards, International CFP Board and the Financial Planning Association. He coauthored the book (with Block and Hirt), “Investment Planning for Financial Professionals” McGraw Hill, May 2006 which is widely used by financial planning programs nationwide.
Assessment
To regular our ME-P readers, Dr. Basu’s opinions are well known and not without controversy. But, whether you agree with him or not, his commitment to the industry and his economics and financial planning students is solid. And, always adhering to the Socratic dialog tradition of candor intelligence and goodwill.
Link: https://healthcarefinancials.wordpress.com/2009/04/09/i-jealously-shake-my-fist-at-somnath-basu/
Conclusion
And so, your thoughts and comments on this Medical Executive-Post are appreciated. Pleas give Somnath a warm ME-P welcome and electronic “shout-out”. Then, be sure to subscribe to the ME-P. It is fast, free and secure.
Link: http://feeds.feedburner.com/HealthcareFinancialsthePostForcxos
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Healthcare Organizations: www.HealthcareFinancials.com
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Filed under: Experts Invited, Financial Planning, Investing, Portfolio Management | Tagged: “Investment Planning for Financial Professionals”, Basu, Block, California Institute of Finance, california lutheran university, CFP, CFP Board of Standards, CMP, economics, finance, Financial Planning, financial planning association, FPA, Helsinki School of Economics, Hirt, International CFP Board, McGraw Hill, National Endowment for Financial Education, NEFE, Somnath Basu, www.certifiedmedicalplanner.com |
The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants 
Dr. Basu,
I always enjoy your thought-provoking, but civil, comments here and elsewhere.
Moreover, I just read in FANews that planning for retirement remains a top concern for many Americans, but that it hasn’t resulted in a greater reliance on financial planners.
http://www.fa-mag.com/fa-news/4491-survey-many-lack-financial-plan.html
Gee; I wonder why? Is it the plan; or the planners?
Thanks for all you do.
Ed
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Medical Executive-Post Readers
I received a phone call from Dr. Somnath Basu today, no doubt responding to the polite but firm urgings of Ann, our ME-P Executive Director. Somnath promised to start sending in some of his exclusive thoughts, and relevant non-exclusive posts, focused on our unique niche market.
Much like us, he feels that not only do medical professionals of all stripes need sound financial advice; but that advisors interested in this challenging space need to learn about the unique wants and needs of physicians.
So stay tuned for more wisdom from Dr. Basu. Hopefully, the ME-P is well on its’ way to achieving both goals. Until then, take a look at his new video-clip on happiness: http://www.youtube.com/watch?v=iTrtmW831Xk
Cordially,
Dr. David Edward Marcinko; MBA
[Publisher-in-Chief]
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Additional essays by Dr. Basu can be viewed at: http://blog.fpaforfinancialplanning.org/author/somnathbasufpa/
He also writers a column for the Journal of Financial Services Professionals, but they are longer articles. He can be reached at:
Dr. Somnath Basu
Director – California Institute of Finance
Cell: 805 405 4448
Work: 805 493 3980
http://www.clunet.edu/cif
Best regards
Ann
Ann Miller; RN, MHA
[Executive-Director]
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Ann,
Good work in securing the contributions of Dr. Basu for the ME-P blog. I have been a reader of his works and essays in the past, and appreciate this new venue and healthcare perspective.
Raymond
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