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Message from our program director

Kristy ArchuletaOn behalf of the Personal Financial Planning, PFP, faculty, I am pleased to share our spring newsletter.

An objective we have in the PFP program is to provide our students with professional development experiences. Exposing students to various aspects of financial planning, financial counseling and financial therapy helps raise students’ awareness of many career opportunities that exist with a Personal Financial Planning degree. We offer unique experiences that expand students’ knowledge and understanding of the financial services industry. We have highlighted a few of these professional development experiences in this newsletter, and I would like to mention a few below.

  • AFCPE team Dominic Crook, Allison Becker, Scott McGeheeIn November, our undergraduate team of Allison Becker, Scott McGehee and Dominic Crook, competed and placed 3rd in the Association of Financial Counseling and Planning Education’s (AFCPE) Knowledge Bowl. Their essay submission earned them a seat at this challenge where they were one of five teams selected to compete in the Jeopardy-like game.

 

  • In February, Ann Coulson took undergraduates Emily Stec and Nolan Keim to TD Ameritrade’s LINC 2017 conference in San Diego, CA.

 

 

  • Nolan, Lindsey, and Stephen presenting at CFP Board Program Directors ConferenceThe undergraduate Personal Financial Planning team of Lindsey Adams, Nolan Keim and Stephen Phillips that placed 3rd in the Financial Planning Association’s national competition in 2016 presented at the 2017 CFP Board Program Directors conference in February.

 

  • EJ Portfolio Challenge Dayton Schmalzried, Aubrianna Graham, Josh Harper, Courtney HoffmanThis spring, Edward Jones partnered with K-State in the first K-State Portfolio Challenge. George Belin worked with his Investments II course and local Edward Jones advisors. Dayton Schmalzried, Aubrianna Graham, Courtney Hoffman and Josh Harper and were members of the winning team.

 

We revised the the Bachelor of Science in Personal Financial Planning curriculum and now require students to complete an internship. Students can now choose a track in family financial planning, sales or entrepreneurship. Faculty have worked with College of Business colleagues, specifically the National Strategic Selling Institute and the Center for the Advancement of Entrepreneurship, to create these specialized academic opportunities.

In August, we will welcome a new cohort of doctoral students to campus. As part of the residency experience, we will host our third annual Practitioner Oriented Poster Forum. This event will take place on Thursday, August 3 at 6 p.m. We are looking for sponsors of travel awards for the winners – please email me if interested in sponsoring an award or attending.

We are also continuing our campaign for the PFP scholarship initiative. This initiative aids in recruiting new students, not currently at K-State, to the major and provides scholarships during their four years of education. If you are interested in this initiative or would like to support PFP, please reach out to me or Dana Hunter, our Kansas State University Foundation development professional.

We hope you enjoy reading about the alumni, programs and activities highlighted in this issue.

Best regards,

Kristy Archuleta, program director and associate professor

PS. Check out our teamstore to get your PFP gear!

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.

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