News & Events

Career Fair: 10/18/17

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

Dr. Frances Cogle Lawrence Appointed Department Chair

Posted: Aug. 10, 2017

Following a nationwide search, Dr. Frances Cogle Lawrence was appointed Chair and Professor of the Department of Personal Financial Planning at the University of Missouri’s College of Human Environmental Sciences by Dean J. Sanford Rikoon. Dr. Lawrence joined the faculty on July 1, 2017.

"Dr. Lawrence stood out, not only for her outstanding leadership at Louisiana State University, but for her award-winning teaching, solid research activity, and passion for the profession" said Rikoon. "She brings extraordinary energy for the university, alumni and business community, and will deliver her bold leadership to a department specializing in financial planning research and curricula that enables outstanding career opportunities for undergraduate and graduate students."

Frances Cogle Lawrence

A native of Richmond, VA, she earned an undergraduate degree from Virginia Tech and her master’s and doctorate degrees from Florida State University. Before coming to MU, Dr. Lawrence served as the George Cire and Lena Grand Williams Endowed Alumni Professor at Louisiana State University, and also as the Ourso Professor of Communications in the Department of Finance and Associate Dean in the E. J. Ourso College of Business.

At LSU, Lawrence led CFP Board-Registered Programs and was a founder of the LSU Student Financial Management Center. Strategic partnerships with companies, such as Charles Schwab, Edward Jones, Exxon Mobil, LPL Financial, Merrill Lynch, MetLife, Northwestern Mutual, Raymond James, Regions Financial Corporation, TD Ameritrade and Wells Fargo, attracted funding and resulted in student internships, scholarships, and career opportunities.

"It is very apparent to me that Dr. Lawrence’s passion for student learning and her leadership skills will be a winning combination for the University’s Department of Personal Financial Planning," said David Keller, President of the Bank of Missouri.

With a mission of leading the University of Missouri’s financial planning department to further national and global recognition, Lawrence is committed to meaningful research, to students becoming leaders in the financial planning industry with a special emphasis on obtaining the CFP® and AFC® professional certifications, and to forging strong relationships with financial planning professionals. "I am pleased to join an outstanding group of faculty, staff and students at the University of Missouri. Their dedication to superior academic programs and research, along with a supportive and engaged network of alumni, industry and campus partners, makes this a unique and exciting opportunity," said Lawrence.

"As the Department of Personal Financial Management’s new chair, Frances Lawrence will bring a new vision, fresh talent and renewed energy to the department," said Provost Garnett Stokes. "She has received a multitude of honors and awards for teaching, research and service to the profession. Furthermore, Dr. Lawrence is deeply committed to collaborations with other academic units on the University of Missouri campuses and the financial planning industry."

View Dr. Lawrence’s CV and profile


Dr. Abed Rabbani Featured in Article on "Establishing Credit History"

Posted: Jul. 26, 2017

Abed RabbaniDr. Abed Rabbani, Assistant Professor of Personal Financial Planning, recently spoke with the site WalletHub.com (one of the leading outlets covering the personal finance industry) on the subject of "Establishing Credit History."

Among the tips offered, Dr. Rabbani recommended checking one’s credit report from www.AnnualCreditReport.com for free.

Read article


Dr. Cynthia Crawford Earns Graduate Certificate in Positive Psychology

Posted: Jul. 25, 2017

Cynthia CrawfordDr. Cynthia Crawford, Extension Professor, has earned a graduate certificate in positive psychology from the University of Missouri. She combined subject matter from personal financial planning with positive psychology to craft a holistic retirement planning online course for 30,000 faculty and staff on all four campuses of the University of Missouri. The course is titled How to get an “A” in retirement. Dr. Crawford and University of Missouri Extension faculty will begin delivering the online course to residents of Missouri via the Extension Nexus efforts in coming months. Dr. Crawford is continuing her positive psychology studies with Dr. Martin Seligman, considered the founder of positive psychology, and colleagues at Penn State University. Crawford explains, “Positive psychology is a science and research based discipline looking at effective interventions for dialing up well-being. Personal Financial Planning is about increasing your financial well-being. As the development work of the course progressed, it was clear it was incomplete without the contributions of both disciplines.” The work at Mizzou is ground-breaking in combining the two in an interdisciplinary approach to financial education and retirement planning and is receiving national attention.


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. Abed Rabbani Passes CFP® Certification Examination

Posted: Jul. 18, 2017

Abed 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.


PhD Students, Herring and Cheng, Receive Arthur N. Caple Foundation 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.


Congratulations Personal Financial Planning 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 Gupeng Cheng, second from the left, and Chen Xu, eighth from the left (center).