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College of Human Environmental Sciences

News & Events at PFP

Office for Financial Success Cited Where Quality Research Is Conducted

Posted: Jul. 20, 2017

The Office for Financial Success was recently cited as one of four financial counseling labs where quality research is conducted. For more information see the article, How Financial Counseling Laboratories Will Change Financial Planning .


Zumwalt, McCauley, King, Pantoja, and Lawrence Attend Hot Salsa Night

Posted: Jul. 19, 2017

Andrew Zumwalt, Dr. Graham McCaulley, Kate King, and Marco Pantoja of the Department of Personal Financial Planning’s Office for Financial Success along with Department Chair Dr. Fran Lawrence and numerous advocates attended Hot Salsa Night, a charitable event supporting the Human Environmental Sciences Extension’s Family Impact Center Camp Salsa program. Camp Salsa helps local youth learn about money management, entrepreneurship, sustainable gardening, and many other valuable life skills.


Dr. Rabbani Passes CFP® Certification Examination

Posted: Jul. 18, 2017

Abel RabbaniCongratulations to Dr. Abed Rabbani who passed the comprehensive CFP® Certification Examination exam on July 17, 2017. Passing of the exam is one of the 4 requirements for becoming a CFP® professional. The CFP® Certification Examination assesses one’s ability to apply financial planning knowledge, in an integrated format, to financial planning situations.


Dalisha Herring and Kevin Cheng, Doctoral Students, Receive Prestigious National Awards

Posted: Jul. 13, 2017

Dalisha HerringDalisha Herring, CFP® and PhD student in Personal Financial Planning, received the highest award in the nation given by the Arthur N. Caple Foundation. As the 2017 ANC Scholar recipient, Herring will receive a $5,000 scholarship; travel and hotel accommodations for the NAGDCA Annual Meeting (valued at $1,800); and enrollment in the Certified Retirement Counselor® (CRC®) certification program, materials and exams (valued at $900). Herring will be honored during the National Association of Government Defined Contribution Administrators (NAGDCA) annual conference in Milwaukee in September.

Kevin ChengKevin (Guopeng) Cheng, PhD student in Personal Financial Planning, has been named a 2017 Arthur N. Caple Foundation Travel Stipend and Conference Registration Award recipient. Each year, the ANC Foundation provides 6 national scholarship awards to students who demonstrate academic excellence and understanding of the issues facing public sector retirement plans. Cheng will be honored during the National Association of Government Defined Contribution Administrators (NAGDCA) annual conference in Milwaukee in September. He will receive full travel, lodging, and registration expenses for this year’s meeting.

PFP Career Fair

Posted: Jun. 5, 2017

Wednesday, October 18, 2017
9:00am - 4:00pm
Stotler Lounge (Memorial Union)
University of Missouri Columbia

The Personal Financial Planning Department will hold an Interview Session on Wednesday, October 18th from 9am-4pm in Stotler Lounge (Memorial Union) on the University of Missouri campus. This event is different than traditional career fairs, as it is not a meet and greet event where students walk around to various tables. At this event students sign up with Dr. Ivey in order to schedule an appointment time with employers to either interview for current employment opportunities or ask prospective employers questions to learn more about their organization, or have a mock interview conducted.

Learn more

Congratulations PFP Graduate Students

Posted: May 18, 2017

Guopeng Cheng and Chen Xu were selected to receive the Student Conference Scholarships for the 2017 American Council on Consumer Interests (ACCI) conference held April 21-23 in Albuquerque, NM. Their papers were accepted to be presented at the conference. The titles of their papers are: Guopeng Cheng – Are Millennials Saving for Retirement? and Chen Xu – Financial Literacy of Chinese College Students. Since 1953, ACCI has been a leading membership organization for academicians and other professionals involved in consumer and family economics. Both Cheng and Xu are from China and are second year PHD students in the Department of Personal Financial Planning. Congratulations!

PFP graduate students Guopeng Cheng, second from the left, and Chen Xu, eighth from the left (center).

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