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Personal Financial Planning

Author: Jane Marshall

Robb, Seay present research on who seeks financial advice, on homeownership

Individuals who scored higher on measurements of objective financial knowledge were more likely to seek professional financial advice in the areas of savings or investment management, obtaining a mortgage loan or any type of insurance or tax planning than individuals who scored lower on objective financial knowledge, according to Cliff Robb, associate professor of personal and financial planning. Continue reading “Robb, Seay present research on who seeks financial advice, on homeownership”

PFP’s Sam Honey selected as a College of Human Ecology Outstanding Graduating Senior

Sam Honey

Sam Honey, a graduating senior in personal financial planning, has been selected as a College of Human Ecology Outstanding Senior. Candidates were nominated by their professors for academic achievement, professional potential, leadership, participation and service. Continue reading “PFP’s Sam Honey selected as a College of Human Ecology Outstanding Graduating Senior”

Three earn Doctor of Philosophy degrees

Three members of the PFP’s first cohort that began in the summer of 2009 successfully defended their dissertations this academic year. They are: Brett A. Coffman, Ph.D., CFBA, CFP®, (December 2013); Nicholas A. Carr, Ph.D., CIMA® (March 2014); and Justin M. Henegar, Ph.D., CFP®, ChFC, CRPC® (April 2014).

The new doctoral degree program graduates and their research are:

Brett Coffman

Dissertation: “The Family Business Succession Model: An Exploratory Analysis of Factors Impacting Family Business Succession Preparedness.”

Summary: The efficient operation and succession of family owned businesses plays a critical role in our national economic health. This study built upon the Family Business Succession Model, which is based on family systems theory. Continue reading “Three earn Doctor of Philosophy degrees”

Mentors needed

One of the CFP® Board’s initiatives this year is to emphasize engagement of students and induction into the profession.

The College of Human Ecology offers the opportunity with its new mentorship program designed to give existing students insight into the “real world” and assist them in transitioning from student to professional. The college is seeking professionals who are willing to serve as mentors for undergraduate and graduate students.

The mentoring process consists of providing guidance to students in the areas of networking, preparing a resume, preparing for an interview, expectations for performance on the job, time management and much more.

For more information on the program, contact Andrea Feldkamp, academic and student services coordinator at 785-532-5500 or afeld@k-state.edu.

Expert in ethics and philanthropy to visit campus

Gary A. Morris CFP® will speak on consequences of unethical behavior in financial planning in April. His visit to campus is sponsored through a grant to Personal Financial Planning through the Academic Excellence Funds in the Office of the Provost.

Morris, who specializes in ethics and philanthropy, has a financial investment advisory firm headquartered in Hong Kong.

He will speak at the 10th annual KSU Foundation Insurance and Financial Advisors Continuing Education Conference (IFACE) on April 23. The next day he will visit with PFP students about life as a financial planner, both in the U.S. and abroad.

If you are interested in hearing Gary Morris’s presentation and earning CFP Board approved continuing education credits in ethics, you may register at http://www.found.k-state.edu/iface/.

The conference is Tuesday, April 22, and Wednesday, April 23, at the K-State Alumni Center. Contact Cathy Barr at 785-532-7531 with questions.