Mizzou Financial Planning Association

The National Financial Planning Association® is a leadership and advocacy organization, connecting those who provide, support, and benefit from Personal Financial Planning. The University of Missouri Chapter is an extension of the National Financial Planning Association®. See Events Calendar below

  • Promote financial literacy, educate students on successful financial management techniques, and provide students with educational experiences.
  • Career preparation, professional networking, community involvement, development of leadership skills.
  • Develop leadership and communication skills.
  • Professional networking; internship and career opportunities.
  • Grow, learn, and interact with others who share your interests.

Students participating in FPSA begin to build their professional network, taking field trips to financial service businesses and professional meetings. In the past few years, students have planned and carried-out field trips to various large financial service marketplaces including:

  • Kansas City - American Century and Waddell & Reed
  • St. Louis -Wells Fargo Advisors, Edward Jones, Scottrade, Stifel - Nicholaus, Buckingham Advisors, and Smith-Moore and Company.
  • Chicago - Mercantile Exchange, Morgan Stanley, Ariel Mutual Funds
  • New York - Deutsche Bank, New York Stock Exchange, American Stock Exchange, Merrill Lynch

Our students are often asked to help at the national Financial Planners' Association (FPA) annual conference. Students attending this event have the opportunity to meet leading financial planners from across the globe as well as to work alongside students from other financial planning programs across the country.

  • All students interested in financial planning are encouraged to join.
  • We welcome all majors (not just Personal Financial Planning majors).
  • $10 dues are required per semester to the FPA Treasurer. The dues can be paid at the meeting or at 239 Stanley Hall.
  • Simply attend our FPA events and sign-in.
  • Attend financial planning seminars, conferences, and competitions.
  • Volunteering and team-building activities; social " service events.
  • Network with guest speakers who have been successful in the field of personal finance.

Like us on Facebook @MIZfpa

For more information or to be added to the FPA e-mail list, contact:

  • Sam Wheeland - President
  • John Jackson - Vice President
  • Clayton Foster - Speaker Coordinator
  • Brandon Easley - Secretary
  • Wendy Severiche - Treasurer
  • Ryan Micek - Social Media

Advisor: Dr. Abed Rabbini

Download printer-friendly calendar (PDF)

Date Event
Aug. 29, 2018 Introduction/Meet & Greet
Sep. 5, 2018 Plancorp
Sep. 12, 2018 BKD Advisors
Sep. 19, 2018 Renaissance Financial
Meet & Greet at The Roof at The Broadway Hotel
Oct. 3, 2018 Morgan Stanley
Oct. 10, 2018 Happy Hour at Heidelberg
Oct. 19, 2018 Edward Jones
Oct. 24, 2018 Bonfire
Oct. 31, 2018 No Meeting
Nov. 7, 2018 Commerce Trust Company
Nov. 14, 2018 Krilogy Financial
Nov. 21, 2018 No Meeting (Thanksgiving Break)
Nov. 28, 2018 Mariner Wealth Advisors
Dec. 5, 2018 Senior Farewell

Fall Career Fairs

Date Event
Sep. 14, 2018 Kansas City FPA Career Day
American Century Investments
Kansas City, MO
Sep. 20, 2018 College of Business Career Fair
Mizzou Arena, 10:00 a.m. to 3:00 p.m.
Sep. 26 2018 College of Agriculture/Arts & Science Internship Fair
Rollins Gym, Noon to 4:00 p.m.
Oct. 10, 2018 PFP Career Fair
Stotler Lounge, 8:00 a.m. to 5:00 p.m.

All meetings are held in Gwynn Lounge at 5:00pm, unless otherwise noted.