The Division of Personal Financial Planning
Program Development Seminar
Future PhDs are meeting this week to learn how to run Personal Financial Planning Programs...then they are off to Washington, DC to meet with program directors from across the country at the CFP Board Program Directors’ Conference.
Financial Planning Student is a Standout in the Crowd
Texas Tech senior Bojan Szumanski put the cap on his Red Raider tennis career as he was named to the CoSIDA and ESPN The Magazine 2008 Academic All-American men's at-large team today. Szumanski is one of only two players in the men's tennis program history to receive the honor, the only player to receive it twice in their career. Say "Guns Up" for Bojan Szumanski
Photo Courtesy of: http://texastech.cstv.com/sports/m-tennis/spec-rel/061008aaa.html
Current Initiatives
Schwab Technology Complex
- PFP faculty partner with AICPA to create an educational pathway to the PFS credential
- PFP 3210/5210 Professional Field Experience -- Fall 2008
- First Charles Schwab Research Scholar Named
- History of Financial Planning Archives
- Registered Settlement Planner Program
- Fall 2008 National and Regional Conferences
- National and International Internships
PFP in the News
- Red-to-Black peer advising and education featured in Chronicle of Higher Education, Sept. 5, 2008
- Gustafson winner of annual Heart of FInancial Planning Distinguished Service Award, August 8, 2008
- Katz discusses Smart Ways to Inflationproof Your Retirement Portfolio in U.S. News and World Report, August 8, 2008.
- RIA Special Issue Magazine quotes Dave Welling and discusses findings of the Texas Tech Student Survey, July 2008
- "Bullet Proof Your Nest Egg", Harold Evensky and Deena Katz, June 14, 2008
- Texas Tech Students Make a Statement in Schwab Survey, June 4, 2008
- "Best Schools for CFP Coursework"...alumni, Victor Garza, states in Financial Planning Blog June 2, 2008
- PFP Faculty member Michael Finke has been elected to serve on the board of the American Council on Consumer Interests. May 27, 2008
- Pennington, Bass, and Carter say Texas Tech Degree "Opens Doors" May 5 2008
- Texas Tech a faculty that "Aims High" with Theory and Practice May 5, 2008
- Archives of PFP in the News
Mission & Vision
The mission of the Division of Personal Financial Planning is to educate students to the highest standards of excellence; foster intellectual, ethical, and personal development; and generate the highest quality of meaningful research.
The division will excel as the national leader in higher education in personal financial planning, manifesting excellence, inspiring confidence, and engaging the financial planning profession and society at large.
The Division of Personal Financial Planning will:
- Achieve and maintain national recognition as the premier financial planning program, attracting the highest quality students and faculty.
- Prepare students to be leaders, decision-makers, and scholars who are highly competent, articulate, ethical, principled, innovative, and confident in financial planning.
- Generate quality research thus expanding the boundaries of knowledge in financial planning.
- Promote excellence in scholarly and professional organizations through faculty service in leadership roles.
Undergraduate and graduate degree programs in personal financial planning are registered by the Certified Financial Planner Board of Standards, Inc. (CFP Board). The term CFP® identifies a financial planning professional who has met educational standards, passed the CFP® Certification Examination, satisfied a work experience requirement, and agreed to the CFP Board’s Code of Ethics and Professional Responsibility. The terms CFP® and Certified Financial Planner™ represent the most respected professional certification in the financial services industry.