Student Awarded Arthur N. Caple Foundation Scholarship

Thursday, October 23, 2014

by Casey McBride ’16

PHILADELPHIA (October 21, 2014) – A Saint Joseph’s University student was recently awarded a $5,000 scholarship from the Arthur N. Caple Foundation.  Bhumi Shah, a Master of Science in Financial Services student from Gujarat, India, received her award at the opening ceremony of the National Association of Government Defined Contribution Administrators, Inc. (NAGDCA), Conference in San Antonio, Texas.  Shah is the first international student to win this award.

The Arthur N. Caple Foundation was created by the NAGDCA in order to provide scholarships to students who study financial planning and hope to pursue a career in public sector retirement planning.  Along with her $5,000 award for educational expenses, Shah also received full travel accommodations to the conference and enrollment in the Certified Retirement Counselor (CRC) certification program. 

Although she has an MBA degree in finance and four years experience in banking and financial services, Shah decided to learn more about the industry and products in the United States after moving here in 2012. 

“Having researched all my educational options,” Shah says, “I realized that a MSFS at Saint Joseph's University offered the best training and opportunity to learn about financial planning products and service industry.  I want to set an example and benchmark that women from diverse backgrounds can be successful in the financial planning and investment management industry.”

Shah continues to build her career in financial services and investment management and present comprehensive solutions to the financial needs of clients and organizations.  “I envision that I will be able to provide end-to-end investment and financial planning solutions to my clients and deliver the best-in-class advice to my clients.”

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