In August, 27 doctoral students came to campus for two weeks of sessions. Hale Library’s Special collections hosted a reception while students examined the Consumer Movement Archives and the program had its first practice-oriented research poster session in Justin Hall on campus. At the poster session, Melanie Mendiola explains her research to Carol Shanklin, head of K-State’s graduate school.
Author: Jane Marshall
Tharp, Mielitz tapped as Fellows in Applied Ethics
Derek T. Tharp, from the 2012 doctoral cohort, and Katherine Mielitz, from the 2014 doctoral cohort, have been selected as Cary Maguire Fellows in Applied Ethics by the American College in Bryn Mawr, Pennsylvania.
The purpose of Mielitz’s study is two-fold. First, she investigates ethics training at the financial institution. Is it required? Is it provided in-house or outsourced? How is the training conducted? What is its effectiveness and how can it be improved?
Continue reading “Tharp, Mielitz tapped as Fellows in Applied Ethics”
Student financial planning team advances to the FPA finals in Boston
The personal financial planning student team has advanced to the finals in the 2015 Financial Planning Challenge. The competition includes only eight teams nationwide and will be Sept. 24-28 in Boston.
Team members are, above from left, Mariah Bausch, Cole Foster and Hannah Rice, all seniors. The team’s adviser is Ann Coulson, PhD, CFP®, assistant professor in the School of Family Studies and Human Services, College of Human Ecology.
Kansas State University is the only university to have made the finals in the competition every year since the competition began in 2001.
The challenge is sponsored by the Financial Planning Association, Ameriprise Financial and the Certified Financial Planners Board.
Also look for research presentations from K-State faculty at FPA.
Introducing new doctoral graduates
Erika Rasure, Ph.D., and Edward Horwitz, Ph.D., CFP®, ChFC®, CLU®, CSA®, successfully defended their dissertations this spring. Rasure’s topic was “Exploring the influence of reality television on financial behavior.” Horowitz explored “Three essays on the effectiveness of financial education in the workplace.” Continue reading “Introducing new doctoral graduates”
PFP Advisory Board met in April
At its semi-annual meeting on campus in April, the PFP Advisory Board heard about news in the program:
Stu Heckman, PhD, CFP®, assistant professor, reported that a team of students—Mariah Bausch, Cole Foster, and Andy Rao — competed in the financial planning competition hosted by the Society of Financial Service Professionals in Phoenix in January and won second place which included $3,000 for scholarships. PFP plans to compete annually in this competition.
Cliff Robb, associate professor, recently became the adviser to FPA K-State student group and has been working on building cohesiveness and raising money. The undergraduate FPA Chapter sponsored a bowling night, a dodgeball tournament and the May 1 Financial Planning Day. Student leadership and involvement has increased substantially reflecting the student group’s efforts.
Martin Seay, assistant professor, taught a pro bono class Spring Semester that was offered to undergraduate students interested in providing financial counseling to low income individuals through Shepherd’s Crossing in Manhattan.
PFP undergraduate students from Manhattan and Salina campuses attended an etiquette dinner sponsored by Mariner Wealth Advisors in the K-State Student Union. Students had the opportunity to learn skills to help prepare them for job interviews.
The fall meeting of the PFP Advisory Board will be Nov. 4 in Manhattan.
Faculty recruits undergraduate students
PFP faculty met with 47 student tour guides of incoming and prospective students in June. The campus tour guides were told about on careers in financial planning and why the College of Human Ecology is the best place for the program. Lunch was courtesy of Mariner Wealth Advisors.
“Students are the best recruiters for us and they were all excited to learn about PFP and share the news with other students. A couple of the guides were interested in switching their major after the event!” said Sonya Britt, program director.
In the news . . .
Cliff Robb, PhD, associate professor, received the National Endowment for Financial Education (NEFE) Best Paper Award at the 2015 American Council on Consumer Interests (ACCI) Annual Conference (May 2015) for the paper, Relationship of Objective and Subjective Knowledge with College Student Financial Behaviors, co-authored by PFP Doctoral Students Richard Stebbins and Lloyd Zimmerman. Robb is the immediate past president of ACCI. Continue reading “In the news . . .”