Giving to Personal Financial Planning

Becoming a Friend for Financial Success

Personal Financial Planning (PFP) prides itself in preparing graduates to work with firms in the financial services sector that are focused on helping individuals and families reach their financial and economic goals. The degree programs prepare graduates to serve today’s financial services clients with a client centered approach to financial planning. Personal Financial Planning, the flagship undergraduate degree, is registered with the Certified Financial Planner® Board of Standards, allowing graduates to sit for the comprehensive examination leading to the marks of a Certified Financial Planner®. The Personal Financial Management Services degree option prepares students to work on behalf of individuals and families in a wide range of financial service occupations. Financial Counseling is a new degree emphasis bringing together a sound knowledge of personal finance with a solid background in counseling, utilizing the expertise of our colleagues in the School of Social Work and the Department of Human Development and Family Studies. Importantly, minors exist within the department whereby students majoring in other departments, notably finance and agricultural economics, may complete the educational requirements for the Certified Financial Planner® Board of Standards. In total, PFP at MU has eight registered CFP® programs.

The Department houses the award winning Office for Financial Success (OFS); a hands-on, experiential education program providing students with the requisite leadership, counseling, and communication skills needed to become effective CFP® professionals. Also housed in the OFS, is the Missouri Center for Economic Education with its mission to increase the economic and financial literacy of students from kindergarten through high school in Missouri, through teacher and curricula support and development.

The Office for Financial Success provides innovative educational opportunities for our students through:

  • Face-to-face financial counseling and planning.
  • Seminars both on-campus and within the broader community.
  • Development of educational materials for statewide outreach efforts.
  • Volunteer Income Tax Assistance (VITA) programming.
  • Nationally relevant research-based financial information.
  • Publishing the weekly MU Financial Tip of the Week.

Give to OFS

We continue to seek support from our alumni and corporate friends to provide the financial resources to allow the PFP Department to reach the next level of service to the profession and to remain competitive with our peers. Such support is crucial to the department’s goals of maintaining its position as a leader in the areas of financial counseling and planning.

Funding opportunities include establishing the following:

  • Named Professor in the Office for Financial Success: $550, 000
    The director’s salary is funded by both grants and supplemental student course fees. We seek the resources to make this a permanent faculty position in order to enhance this successful service program.
  • Named Personal Financial Planning Lectureship: $250,000
    The lectureship fund will provide support to bring nationally acclaimed leaders in the financial planning industry to campus on an annual basis.
  • Named Endowed Personal Financial Planning Faculty Scholar: $150,000
    Distribution funding would assist in the recruitment of new faculty early in their career, or assist in the retention of existing faculty.
  • Contribute to the Personal Financial Planning Enhancement Fund: (Goal: to grow endowment to $1,000,000)
    The fund allows faculty to address the areas of greatest need within the department such as expanding curriculum, supporting research, new equipment, as well as professional development.