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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…

2020 PFP Interns

2020 Summer Financial Planning Interns

Aug. 14, 2020

Due to the COVID 19 pandemic and the resulting global economic downturn, financial planning students nationwide had their internships disrupted. Thanks to Mary Dorn, Assistant Teaching Professor, our students were fortunate to have outstanding virtual work experiences. Congratulations to our 2020 summer financial planning interns: Jeff Bailey, Nick Benson, Cody Blevins, Rodney Bozeman, Ryley Broadway,…

Matthew Tomlin

Matthew Tomlin Earns CFP®

Aug. 10, 2020

Posted: Aug. 10, 2020 Congratulations to Matthew Tomlin, 2018 Personal Financial Planning Alumnus, for obtaining the education, exam, experience, and ethics requirements for becoming a CFP®. While at the University of Missouri, Matthew was the Mizzou FPA Speaker Coordinator, President of the Office for Financial Success, and a teaching assistant. He currently is an Associate…

Logan Sullivan

Logan Sullivan Receives 2020 TD Ameritrade RIA NextGen Scholarship

July 23, 2020

We are pleased to announce that Logan Sullivan, University of Missouri Personal Financial Planning senior, received a 2020 TD Ameritrade RIA NextGen $5,000 Scholarship, 1 of 12 in the nation. Congratulations, Logan! Read more

Kayla Charlton

Kayla Charlton Passes SIE Exam

July 3, 2020

Congratulations to Kayla Charlton, Spring 2020 graduate, for passing the Securities Industry Essentials® (SIE®) Exam. The SIE assesses knowledge regarding fundamental securities-related topics, including knowledge of basic products, the structure and function of the securities industry, the regulatory agencies and their functions, and regulated and prohibited practices. Kayla is currently a Financial Advising Intern at…

Cheng

PhD Graduates Take Faculty Positions at Major Universities

June 22, 2020

Dr. Guopeng (Kevin) Cheng, Dr. Dalisha Herring, CFP®, and Dr. Zheying (Anthea) Yao, Fall 2019 PhD graduates, have taken faculty positions at major universities. Kevin Cheng, PhD Virginia Tech Dalisha Herring, PhD, CFP® Florida State University Zheying Yao, PhD Zhejiang Gongshang University

Geo Lima

Students to Compete at AFCPE Financial Counseling Knowledge Bowl

May 22, 2020

Join us in congratulating the MU Department of Personal Financial Planning for being selected as one of six elite financial planning programs to participate in the 2020 Association for Financial Counseling and Planning Education (AFCPE) Financial Counseling Knowledge Bowl! Geo Lima, Emily Meyer, and Conner Thompson will represent the University of Missouri at the AFCPE…

Lu Fan

PFP Faculty and Doctoral Candidate Participated in 2020 ACCI Annual Conference

May 20, 2020

The American Council on Consumer Interests (ACCI) held its annual conference virtually on May 19-21, 2020. The MU Department of Personal Financial Planning was well-represented. Faculty members, Professor Rui Yao, PhD, CFP®, Assistant Professors Lu Fan, PhD, CFP®, and Abed Rabbani, PhD, CFP®, presented their research, as well as PhD candidate, Weipeng Wu. 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…

Kayla Charlton

PFP Senior Kayla Charlton Discusses Coping with Post-Pandemic on KRCG13

May 12, 2020

This wasn't the ending University of Missouri Senior Kayla Charlton planned, but it's the one she was dealt. "I was looking forward to doing all those things one last time and getting to do senior sendoff and getting to do graduation weekend in Columbia and all of that and now I don’t get to do…

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…

Kolby Lang

Kolby Lang Passes the SIE Exam

May 2, 2020

Kolby Lang, MU Personal Financial Planning senior, passes the Securities Industry Essentials (SIE) exam. The SIE assesses knowledge regarding fundamental securities-related topics, including knowledge of basic products, the structure and function of the securities industry, the regulatory agencies and their functions, and regulated and prohibited practices. Congratulations, Kolby!

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…

Weipeng Wu

Weipeng Wu Passes Comprehensive Exam

April 15, 2020

Congratulations to Weipeng Wu for passing his doctoral comprehensive exam. A special thank you goes to his committee members, Dr. Rui Yao, Chair, Dr. Chao Gu, Dr. Fran Lawrence, and Dr. Abed Rabbani.

Noah Brinkman

Noah Brinkman Passes CFP® Exam

March 18, 2020

How wonderful it was to learn that a 2019 University of Missouri Personal Financial Planning graduate passed the March CFP®. Way to go, Noah! Noah Brinkman Passes CFP® Exam MU Personal Financial Planning (December 2019 Alumnus) Financial Planner Northwestern Mutual Creve Coeur, MO

Linsey Winkler

Linsey Winkler Passes CFP® Exam

March 15, 2020

How wonderful it was to learn that a 2019 University of Missouri Personal Financial Planning graduate passed the March CFP®. Way to go, Linsey! Linsey Winkler Passes CFP® ExamMU Personal Financial Planning Alumnae (2019) Financial Planner RGT Wealth Advisors-- Independent RIA -- Fee-Only Dallas, Texas

Educating tomorrow's financial planning professionals

Scholarship Available for Those Seeking a Financial Planning Certificate

Feb. 7, 2020

Are your interested in obtaining a University of Missouri Financial Planning Certificate to gain the education requirement to sit for the CFP® exam? The Department of Financial Planning has several CFP Board-Registered certificate programs. Learn more about our online certificate programs: (9-month program) and (distance education program). You may be eligible for a $5,000 scholarship.

Trent Dudenhoeffer

Trent Dudenhoeffer Passes CFP® Exam

Jan. 23, 2020

Congratulations to Mizzou Personal Financial Planning Alumnus, Trent Dudenhoeffer '18, on passing the CFP® exam. Trent is a Financial Advisor for LPL Financial and Assistant Vice President at Central Investment Advisors in Kansas City, MO.

Conner Thompson

Logan Sullivan and Conner Thompson Selected to Participate in the 2020 TD Ameritrade National LINC Conference

Jan. 18, 2020

Congratulations to Personal Financial Planning students, Logan Sullivan and Conner Thompson, who have been selected to participate in the 2020 TD Ameritrade LINC Conference being held January 29 – January 31 at the Hyatt Regency in Orlando, FL. The conference brings together industry professionals to learn, be inspired, network and collaborate. The LINC conference is…

First Place

Edward Jones Portfolio Challenge Winners Announced

Jan. 7, 2020

Students in the Department of Personal Financial Planning’s Investment Management class taught by Assistant Professor Lu Fan, PhD, CFP® competed in the Edward Jones Portfolio Challenge this fall. The class formed groups of 4-5 students each and were given information about a family they used to analyze and make recommendations to accomplish the family’s goals.…

Yaqi Fang at graduation

Yaqi Fang Named Outstanding Senior

Jan. 6, 2020

The Personal Financial Planning Department is proud to announce the outstanding senior for the Fall 2019 graduating class selected by its faculty. The outstanding senior, Yaqi Fang, is an accomplished women who will be an incredible asset to the financial planning profession. Yaqi, congratulations on your well-deserved success.

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…

Aaron Witherspoon

Aaron Witherspoon Attends CFP Board 2019 Diversity Summit

Dec. 9, 2019

Congratulations to Aaron Witherspoon, MU Personal Financial Planning senior, for being selected to attend the CFP Board Center for Financial Planning's Diversity Summit held in Washington, DC on November 13. The Diversity Summit focused on advancing diversity and inclusion in the financial planning profession. This year’s Diversity Summit convened with a focus on Accountability –…