awards

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Northwestern Mutual Fall 2020 Case Analysis Challenge Winners Announced

Dec. 10, 2020

COLUMBIA – the MU Department of Personal Financial Planning and Northwestern Mutual announced the winners of the Fall 2020 case analysis competition. Northwestern Mutual in Columbia sponsored the competition, which was developed in partnership with the Department of Personal Financial Planning. The competition involved students in the Financial Planning Capstone course, taught by Dr. Rui…

Taohua Wen

Taohua Wen Receives FINRA/ACCI Undergraduate Student Award

May 19, 2020

Taohua Wen, MU Department of Personal Financial Planning senior, placed second in the FINRA/ACCI Undergraduate Student Poster Competition for her research titled "Online and Mobile Investment Technology Adoption Among U.S. Investors." Gary Mottola, Research Director with Investor Education at FINRA, made the announcement on May 19 at the American Council on Consumer Interest Annual Conference…

Zoom meeting attendees

Northwestern Mutual "Develop a Financial Plan" Challenge Winners Announced

May 6, 2020

COLUMBIA - the MU Department of Personal Financial Planning Northwestern Mutual announced the winners of the 2020 "Develop a Financial Plan" scholarship competition. The competition was sponsored by Northwestern Mutual in Columbia and developed in partnership with the University. The competition was open to students in the MU Department of Personal Financial Planning’s Financial Planning…

Clayton Powell

Outstanding Seniors Announced

May 4, 2020

The Personal Financial Planning Department is proud to announce the outstanding seniors for the Spring 2020 graduating class selected by its faculty. The outstanding seniors, Clayton Powell and Anqi Sun, are accomplished students who will be an incredible asset to the financial planning profession. Anqi and Clayton, congratulations on your well-deserved success. Clayton Powell Anqi…

Taohua Wen

Taohua Wen Receives Undergraduate Research Funding

April 16, 2020

Congratulations to Taohua Wen, Personal Financial Planning student, and Dr. Lu Fan, faculty mentor, for receiving approval of the undergraduate research experience titled "The Adoption of Fintech Among U.S. Investors." The research is being supported by the College of Human Environmental Sciences Program for Undergraduate Research Experiences (PURE), a program that encourages and supports participation…

Jansen Joehl accepting award

Alumnus Jansen Joehl Receives National Award

March 4, 2020

Jansen Joehl, CFP® received the Gold Award from Northwestern Mutual. The award recognizes top production and client impact by a new financial representative in their third year in the business. Jansen graduated Summa Cum Laude in May 2016 with a BS in Personal Financial Planning. Congratulations! Read press release

First Place Winners

Northwestern Mutual "Develop a Financial Plan" Challenge Winners Announced

Dec. 17, 2019

The MU Department of Personal Financial Planning and Northwestern Mutual - Columbia announced the winners of the 2019 "Develop a Financial Plan" scholarship competition. The competition was sponsored by Northwestern Mutual - Columbia and developed in partnership with the University. The competition was open to students in the MU Department of Personal Financial Planning’s Financial…

Yaqi Fang Presents Undergraduate Research Project Funded by PURE

Dec. 9, 2019

Congratulations to Yaqi Fang, Personal Financial Planning senior, who completed her undergraduate research experience titled "An Analysis of Young Adults’ Retirement Preparation.” She is pictured presenting her findings during a poster presentation along with her faculty mentor, Dr. Lu Fan, CFP®. The research was supported by the College of Human Environmental Sciences Program for Undergraduate…