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Personal Financial Planning

Outstanding senior spotlight

Cole_FosterCole Foster is a  personal financial planning major with a minor in business. Cole was co-president of the K-State Financial Planning Association and developed two unique fundraisers to benefit the local community. He was a member of a team that won the Financial Planning Association’s national financial planning competition in 2015. Cole spent two years as a lifegroup leader with Christian Challenge and is the recipient of the College of Human Ecology’s outstanding senior award for leadership.

Miranda McMahonMiranda McMahon is a personal financial planning major with a minor in business administration. Miranda was a member of the Financial Planning Association, K-State’s Financial Planning Association and the Professional Advantage Program through the College of Business. She is a peer counselor and a member of the Student Advisory Council for Powercat Financial Counseling. Miranda volunteers her financial expertise at Shepard’s Crossing, a local nonprofit and is the recipient of the College of Human Ecology’s outstanding senior award for engagement.

Hannah RiceHannah Rice is a personal financial planning major with a minor in business. Hannah has conducted research with faculty and a doctoral candidate regarding the integration of physical and mental wellness with money and finances. With this research, Hannah coauthored a chapter in a health and wellness book, WholeFIT: Wellness for Life. She was a member of a team that won the Financial Planning Association’s national financial planning competition in 2015, which took over six months of preparation. Hannah is the recipient of the College of Human Ecology’s outstanding senior award for research and creative scholarship.

Sevda Tasci

Sevda Tasci is a personal financial planning major with a minor in business. She is a member of the Financial Planning Association, the Association for Financial Counseling and Planning Education, the Society of Financial Service Professionals and has served as president of K-State’s Financial Planning Association. Sevda has participated in the College of Human Ecology’s professional mentoring program and is a recipient of FSP’s Excellence in Financial Education Award. She received the College of Human Ecology’s outstanding senior award on the K-State Polytechnic campus.

Cole, Miranda and Hannah are May 2016 graduates and Sevda will graduate in December 2016, all with bachelors of science degrees in personal financial planning. We’re excited to see where they go as they begin their careers!

Undergraduate PFP team earns another first place finish

2015 PFP FPA TeamThe personal financial planning student team earned first place in the 2015 Financial Planning Challenge. The competition included eight teams and was held September 24-28, 2015, in Boston, Massachusetts.

The student team consisted of seniors Mariah Bausch, Cole Foster and Hannah Rice, advised by Ann Coulson, PhD, CFP®, assistant professor in family studies and human services in the College of Human Ecology. Warm congratulations to the team!

Kansas State University is the only university to qualify for the competition finals every year since the competition began in 2001. The 2016 Financial Planning Association’s Annual Conference will be held mid-September in Baltimore, Maryland, and K-State expects to once again field a strong team. The challenge is sponsored by the Financial Planning Association, Ameriprise Financial and the Certified Financial Planners Board.

Welcome, Tierra

T DiamondTierra Dimond is the new PFP program coordinator after Kim Misenhelter’s retirement. Tierra is a Manhattan native, K-State alum and thrilled to be on campus working with students and faculty. Tierra enjoys attending K-State sporting events and performances and says, “I have many great memories of all things K-State since I was a child.” Tierra has two daughters who keep her busy with sports and horseback riding. She enjoys coaching their teams when she can, participating in outdoor activities and traveling. Helping students achieve their educational goals from a support position as well as working with K-State alumni are the things she most looks forward to in her new position as program coordinator.

In depth with doctoral graduate Racquel Tibbetts

Racquel TibbettsRacquel H. Tibbetts, PhD, successfully defended her dissertation in December 2015 titled: “Examining how health and financial resources relate to stress.”

Health and financial resources may be two of the most important resources when individuals experience stress. As one of the most commonly cited theories in the organizational behavior literature over the last 25 years (Halbeslegen, Paustian-Underdahl and Westman, 2014), the Conservation of Resources (COR) theory was used in this dissertation to view how health and financial resources relate to general life and financial stress.

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Achievements, activities and publications

Achievements

Ann Coulson, PhD, CFP®, assistant professor, received an award in March from K-State Provost April Mason for her long-standing service to the Great Plains Interactive Distance Education Alliance, GPIDEA, and outstanding efforts in tracking student assessment in the family financial planning master’s degree program.

Stuart Heckman, PhD, CFP®, assistant professor, was a recipient of the Best Applied Research Award at the Financial Planning Association’s Annual Conference last September in Boston, Massachusetts, for his research presentation “Financial catastrophes due to disability: which households are most at risk?”

Ronald Sages, AEP®, CFP®, CTFA, EA, PhD, assistant professor, received the Faculty Excellence Award through the Great Plains Interactive Distance Education Alliance, GPIDEA, for his contribution to the Case Studies course for graduate students in the Personal Financial Planning CFP® certificate program.

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Upcoming events

PhD students from the 2014, 2015 and 2016 cohorts will congregate in Manhattan, Kansas, August 1-11, for their annual two-week session.

PFP is holding a Practice-Oriented Research Poster Forum and Reception Thursday, August 4. Sponsors are welcome.

The College of Human Ecology is sponsoring three “White Tent” hospitality events at K-State home football games this season. Come find us two hours before kickoff in Cat Town at the Florida Atlantic game Sept. 17, the Texas game Oct. 22 and the Oklahoma State game Nov. 5.

Summer session

Shanklin, Mendiola 600In 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.

Tharp, Mielitz tapped as Fellows in Applied Ethics

Kate Mielitz
Kate Mielitz

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?

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Student financial planning team advances to the FPA finals in Boston

PFP 2015 teamThe 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.