Financial Planning Academy
Become a Professional Advisor!
As a Professional Advisor (PA), you will serve as a mentor to high school students participating in Financial Planning Academy. Each of the individual roles outlined below is designed to engage, educate, and empower the students to successfully participate in and complete the activities of the Academy. Financial Planning Academy participants will benefit as you share your expertise and experience, ask engaging questions, and provide feedback that enhances participants' understanding of the financial planning process and profession.
Professional Advisor Roles
- Mentor: As a mentor you will work with the student teams on the front end of the Academy as they go through the process of completing a comprehensive financial plan for a mock client. This will require answering content specific questions, guiding students as they work through the financial planning process to develop goal specific recommendations, helping students develop a strategy for communicating their recommendations, and helping students understand the value of the Registered Investment Advisor (RIA) industry as a career option.The mentor role is designed for professionals that would like to work directly with students participating in the academy. Because mentors will not be assigned to a specific team, those choosing to volunteer in this role will have the opportunity to share their experience and expertise with every student participating in the Academy. This role is designed to be an 8:00 am -5:00 pm role, and we request that professionals interested in this role be able to commit 1-2 days of their time. Dates available to volunteer for this role are June 25-28. We anticipate needing approximately 10 volunteers to serve as mentors.
- Competition Judge: On the last day of the Academy, each student will present their financial plans to a panel of judges. To make these presentations as realistic as possible, we encourage students to present to the judges as if they are the actual clients. Judges will score each team based on the quality of the presentation and the quality of the plan (which will include an executive summary, recommendations, justifications, and a detailed implementation plan). Those interested in this role will be participating in the Academy on June 29. Because this is the last day of Academy, those who chose to volunteer as competition judges will get to see the end result of the students' experiences and participate in the all of the closing events of the Academy. Note, it is possible to volunteer as both a Mentor and Competition judge. If this is something you are interested in you will need to plan to participate in the Academy on both June 28 and 29. We anticipate needing approximately 10 volunteers to serve as competition judges.
All PAs must attend an on-campus orientation to review program curriculum and corresponding PA responsibilities. This will take place first thing in the morning on the day you begin as a volunteer. The Financial Planning Academy staff will lead the orientation and be available to answer any questions during this session.
- Financial Planning Academy may conduct a background check on all PAs.
- All Professional Advisors will be required to complete a Sexual Harassment Training per Texas Tech policy
- We will provide lodging and all meals for PAs during their volunteer days.
- The dress code is casual – shorts, t-shirts, etc.
CANCELLATIONS: If you must cancel, please notify us as soon as possible so we can find a replacement.
For additional information, please contact:
- Dr. Chris Browning - Camp Director