FINANCIAL PLANNING PROGRAM

WPU is proud to be the 1st officially registered student chapter of the Financial Planning Association.



Thursday, August 26, 2010

WPU students spend their summer.... working on case studies???

3 students from WPU participated in the national financial planning case study competition sponsored by Ameriprise, the CFP(r) Board, and the FPA. The top 8 teams from around the country will be flown to Denver, CO where they will attend the national FPA conference for 4 days and have a chance to present their financial plan in front of judges and professionals from around the country.

Our 3 proud participants are Nick Scheibner, Cagla Yildirim, and Nathan Phillips. Good luck! They completed their case study and are waiting to hear back from the judges.


Michael Ciccone completed an independent study this summer by creating a comprehensive financial plan for a mock client.

Keep up the good work.

Friday, August 6, 2010

WPU's student chapter featured as TOP STORY in FPA SmartBrief

WPU's student chapter was the TOP STORY in FPA's SmartBrief, a weekly update on FPA's latest news & events sent to thousands of professional financial planners across the United States.

WPU students participating in Summer Mentor program

Some members of WPU's FPA student chapter are participating in a 3-month mentorship program over the summer. Students are matched with local professionals in the financial planning industry. The goal of the program is to keep students actively learning and applying financial planning skills throughout the summer and, to use their mentors to help answer sample CFP(r) exam questions, discuss current financial planning issues, and to conduct mock interviews and resume reviews.

For more detailed info on the timeline and responsibilities: click here.

WPU financial planning program featured in FPANJ newsletter

WPU and the 1st FPA student chapter in the nation were featured in the FPANJ Summer 2010 newsletter sent out to all FPANJ members.