Kansas State University


Personal Financial Planning

K-State undergraduate financial planning team finishes third in the 2016 Financial Planning Association competition

2016 FPA team 3rd placeThe personal financial planning student team has emerged from the final competition in the 2016 Financial Planning Challenge in third place, winning a $1,000 cash award for the Personal Financial Planning Program. Only eight teams nationwide are admitted into the final competition, which was held September 14-16, 2016, in Baltimore, Maryland.

Team members who competed were PFP seniors Lindsay Adams, Stephen Phillips, and Nolan Keim. The team’s adviser is Ann Coulson, PhD, CFP®, assistant professor in the School of Family Studies and Human Services.

Kansas State University is the only university to have qualified for the final competition every year since the competition began in 2001. The 2017 Financial Planning Association’s annual conference will be October 2-4, Nashville, Tennessee.

The challenge is sponsored by the Financial Planning Association, Ameriprise Financial and the Certified Financial Planners Board. Please check out the College of Human Ecology’s announcement about the team here.