Office for Financial Success

The Office for Financial Success is run by our students - graduate, undergraduate, and interdisciplinary minors - who share the mission of improving the financial lives of their peers. Before serving as financial counselors, students are trained through course-work and supervised experience. Once trained, students deliver financial literacy education and peer financial advising on campus, activities that improve the financial practices of their fellow students and increase campus awareness of the department and the services that we provide.

Often students find that working with MoTax, our VITA affiliate program offered through our extension division, affirms their choice of personal financial planning as a profession. Annually, our work for low- and moderate-income households in central Missouri, through the Office for Financial Success, returns more than $2,000,000 in tax refunds, while saving those households more than $400,000 in tax preparation fees.