Financial Planning Academy
Join the Team
As a Professional Advisor, 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 the activities of the Academy. Financial Planning Academy participants will benefit as you share your expertise, 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 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, 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. This role is designed to be an 8:00 am - 5:00 pm role. We request that professionals interested in this role commit 1-2 days of their time.
Competition Judge: On the last day of the Academy, each team will present their financial plan 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 overall plan (which will include an executive summary, recommendations, justifications, and a detailed implementation plan).
All professional advisors must attend an on-campus orientation to review program curriculum and 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 professional advisors.
- All professional advisors will be required to complete a Sexual Harassment Training per Texas Tech University policy
- We will provide lodging and meals for professional advisors on the days they volunteer.
- The dress code is casual, shorts, t-shirts, and tennis shoes are acceptable.
- CANCELLATIONS: If you must cancel, please notify us as soon as possible so we can find a replacement.
If you are interested in serving in a professional advisor role, please contact firstname.lastname@example.org.
What to Expect:
Student advisors will serve in facilitating Financial Planning Academy alongside program faculty and staff. Your role will be to ensure active participation and overall entertaining experience for participants. Financial Planning Academy student advisors will be paid according to their position. Meals will be provided to all student advisors. Full-time advisors are required to stay on campus, lodging will be provided. If selected as a Financial Planning Academy student advisor, you will be required to attend an orientation and training session with the program faculty and staff before the Academy begins.
If you are interested in serving in a student counselor role, please contact email@example.com.