Division of Personal Financial Planning
Professor Katz Featured in Investment Advisor 25: Game Changer
We are extremely honored to have one of the IA: 25 as a faculty member. Led by the 44th President of the United States, the seventh annual list of the most influential individuals in and around the advisory profession includes legislators, regulators, academics, custodians, investment gurus, a villain, and of course, advisors. Find out why this group of 25 will be influencing your business and the financial lives of your clients in the coming months. Check out the story here.
Texas Tech Graduate Madison Nipp featured in the New York Times
Ron Lieber, a personal financial columnist from the New York Times, wanted to interview a top graduate from the top financial planning program in the country. He came to Texas Tech, "home to what is arguably the best undergraduate financial planning program in the country" to interview Madison Nipp, our top graduate this semester. Check out her advice here.
After appearing in the NY Times, Madison Nipp was a guest columnist answering questions about money for younger generations. Read more here.
Current Initiatives
Schwab Technology Complex
- Fall 2009 National and Regional Conferences
- PFP faculty partner with AICPA to create an educational pathway to the PFS credential
- PFP 3210/5210 Professional Field Experience -- Fall 2009
- First Charles Schwab Research Scholar Named
- Registered Settlement Planner Program
- National and International Internships
PFP in the News
- Finke elected President-Elect of the American Council on Consumer Interests for 2009-2010. He will serve as President the following year, June 2009
- Sandra Huston, Dottie Durband, and Cynthia Cantu honored by the College at Annual Faculty/Staff Awards Reception, April 2009
- Katz testifies before Senate Aging Committee, March 2009
- Texas Tech PFP is featured in Help Wanted: Advisors Under 50, April 2009
- Texas Tech is "Building" Your Next Hire, April 2009
- Evensky Addresses Client Communications in Volatile Markets, Oct. 2008.
- 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
- 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.