Personal Financial Planning

Personal Financial Planning addresses the specific needs of individuals, families, and businesses managing wealth and working to accomplish financial goals.

Please join us for our annual PFP Spring Banquet, sponsored by Fidelity Investments, on March 30th, 5:30-7:30pm. Click here for details!

Top 10 nationally ranked program
100% job placement
Paid internships
Become CFP certified
Travel nationwide for conferences
Help families and businesses meet goals

Web based professional and executive education



As part of the Personal Financial Planning program, you'll have many opportunities to demonstrate your ability in national competitions, win scholarships, and cultivate rapport with many esteemed professionals. The following are a few recent competitions in which PFP students placed:

  • 2nd Place - 2017 SFSP Industry Issues Competition
  • 1st Place - 2016 Financial Counseling Knowledge Quiz Bowl
  • 3rd Place 2016 NAGDCA Retirement Quiz Bowl
  • 1st Place - 2016 SFSP Industry Issues Competition
  • 1st Place - 2016 FPA/CFP® Board Financial Planning Challenge, Best Presentation
  • 4th Place - 2016 FPA/CFP® Board Financial Planning Challenge, Overall
  • 1st Place- 2015 AFCPE Knowledge Quiz Bowl
  • 3rd Place2015 FPA/CFP® Board National Financial Planning Challenge
  • 3rd Place 2015 NAGDCA Retirement Quiz Bowl
  • 3rd Place- 2014 T3 FasTECH Cup
  • 2nd Place - 2014 T3 FasTECH Cup Quiz Bowl
  • 1st Place- 2014 NAGDCA Retirement Quiz Bowl
  • 1st Place- 2014 iOme Retirement Video Challenge
  • 2nd Place- 2014 FPA/CFP® Board National Financial Planning Challenge
  • 1st Place - 2013 NAGDCA Retirement Quiz Bowl (Louisville, KY)
  • 1st Place- 2013 IARFC Retirement Competition

Upcoming Events

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