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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

Purpose & Goals

  • 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.

Benefits of Joining

  • 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.

Activities

  • 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.

How to Join

  • All students interested in financial planning are encouraged to join.
  • We welcome all majors (not just Personal Financial Planning majors).
  • Simply attend our FPA events and sign-in.

More Information

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

FPA Events Calendar

Date Event Location
Sep. 3 at 5:00pm Information Session and Meet ‘n Greet The Heidelburg
Sep. 10 at 5:00pm Professional Development Led by Laura Peiter – MU Career Services Center 117 Gwynn Hall
Sep. 19-22 FPA National Conference Seattle, Washington
Oct. 1 at 5:00pm Internships in Financial Planning Presentation Led by Several PFP Students 117 Gwynn Hall
Oct. 8 at 5:00pm Speaker - Toni Disano from Genex Financial 117 Gwynn Hall
Oct. 15 at 5:00pm Speaker - Travis Ford from Wallstreet Group 117 Gwynn Hall
Oct. 17 FPA Kansas City Career Fair Kansas City, Missouri
Oct. 22 at 3:00pm Mizzou’s Personal Financial Planning Career Fair Happy Hour TBD
Oct. 29 at 5:00pm Careers in Financial Planning Presentation Led by Jared Reynolds - Wilkerson & Reynolds Wealth Management 117 Gwynn Hall
Nov. 5 at 5:00pm Etiquette Dinner with Representatives from Successful Financial Planning Firms and Banks University Club - Columns C
Nov. 12 at 5:00pm Speaker - Ken Eaton from Stepp & Rothwell, Inc. 117 Gwynn Hall
Dec. 10 Senior Send-Off Social Event TBD

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