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Personal Financial Planning

Author: Jane Marshall

Recent PFP doctoral graduates: George Nabeshima, Scott Spann

George Nabeshima

George Nabeshima, Ph.D., CFP®, CLU®, ChFC®, successfully defended his dissertation during the summer. It was titled “Three Essays on Personality and Net Worth.”

The dissertation consisted of three studies exploring the relationship between personality and wealth related variables. All three utilized data from the 2010 panel of the Health and Retirement Study (HRS).

The first study applied linear regression to examine the relationship between personality traits and net worth. Linear regression results identified the extroversion and conscientiousness traits as being positively associated with net worth. Furthermore, the agreeableness trait was negatively associated with net worth. Continue reading “Recent PFP doctoral graduates: George Nabeshima, Scott Spann”

PFP undergraduate students compete for 11th year at FPA

Matt Munoz and Kathleen Adams

K-State has sent a team of undergraduates to the finals of the national financial planning competition every year since its inception 11 years ago, and 2014 was no exception.

Coached by Assistant Professor Ann Coulson, Ph.D., CFP®, this year’s elite eight team was comprised of PFP seniors Matt Munoz and Kathleen Adams, who competed in a Quiz Bowl Challenge and Financial Plan Presentation at the annual Financial Planning Competition in Seattle, WA.

The competition was sponsored by Ameriprise Financial, the CFP Board and FPA.

PFP doctoral program receives prestigious research awards at Financial Planning Association Conference

Nicholas A. Carr, Ph.D., CIMA®, a 2014 spring semester doctoral graduate, and a team of doctoral students led by Assistant Professor Martin C. Seay, Ph.D., CFP®, received best research paper awards at the Financial Planning Association’s (FPA) Annual Conference in Seattle, Washington, several weeks ago.

Continue reading “PFP doctoral program receives prestigious research awards at Financial Planning Association Conference”

A student’s story: a reason for giving

Financial support of PFP students can make a big difference in their lives and professional development. It is our pleasure to highlight the story of a recent graduate, Sam Honey, who benefited greatly from the generous support of our alumni and friends. Honey received funding to become a member of NAPFA and attend the national NAPFA conference and FPA national conference. The spring 2014 graduate works in financial planning in St. Louis.

Sam Honey

Here’s his story:

As a student, I viewed conferences solely as an opportunity to find work or to form connections with professionals, which would ultimately lead to work opportunities. Gratefully, that did happen to me… eventually. In reflection, conferences did much more than that. I received exposure to a profession and culture which I could hardly learn about in the classroom. Conferences helped me craft a vision for my future career and made it much easier for me to identify the firm that I wanted to work for. Without the support of many people, these opportunities would not have been available to me. I hope that future students have the same (and even greater) opportunities that I had as a student.

As you read in Sam Honey’s story, exposure to the culture and the industry would not have been possible without the help of our donors.

To explore ways to give to the program, contact Dana Hunter, development officer for the College of Human Ecology, at the Kansas State University Foundation, 2323 Anderson Ave., Suite 500, Manhattan, KS 66502, danah@found.ksu.edu or 800-432-1578. You can also give online. We thank you for your past loyal and generous contributions to Kansas State University and Personal Financial Planning.

Doctoral students present research in Belgium and the Netherlands

Travelers were (front row from left) Kelly Williams, Jaime Blue, Racquel Tibbets, Kristen Stutz, Sara Berkowicz, George Nabeshima, and Kristy Archuleta; (back row from left) Host Robert van Beek, Cliff Robb, Guest Oskar Barendse, Ed Horwitz, Host Wim Biemans and Anthony Canale.

The 2011 Doctoral Cohort traveled to Europe in May with Associate Professors Kristy L. Archuleta and Cliff Robb as part of the capstone course examining international personal finance.

Each of the nine students presented research aligned with their planned dissertation topic at either the University of Antwerp School of Business in Brussels, Belgium, or at a meeting of the Financial Planning Standards Board at Erasmus University in Rotterdam, the Netherlands. Continue reading “Doctoral students present research in Belgium and the Netherlands”