Financial Planning Academy

Spend a fun-filled week in person participating in events designed to help high school students deepen their understanding of personal finance and the profession of financial planning. Interact with financial experts from across the country and further develop skills in leadership, communication, team building, entrepreneurship, marketing, and more! 

Financial Planning Academy, developed by Texas Tech University and funded by Charles Schwab Foundation, is a summer program that offers rising high school sophomores, juniors, and seniors education, and training in the core areas of personal financial management. The week will include working in small teams on a financial planning case study, developing a financial plan, and participating in other competitions for scholarships and prizes. In addition to promoting financial literacy among America's youth, the camp will provide insight into the Registered Investment Advisory (RIA) industry and show students the value of financial planning as a profession.

This multi-university program will be hosted at the following universities this summer: Texas Tech University, Prairie View A & M, The Ohio State University, University of Arizona, University of Georgia, University of Missouri, Kansas State University, and William Paterson University. The combination of these eight institutions provides remarkable opportunities to connect with college students, faculty, and career professionals.

Applications are open, click a location below to apply!

FAQs

What is the cost for Financial Planning Academy?

The cost for camp, including all meals, activities, and housing, is $150 per camper (a $900 value) - a price made possible by the generous support from Charles Schwab Foundation. Participants will be responsible for their own travel arrangements. Funding is available to offset the cost of Financial Planning Academy. See the application for additional information regarding hardship funding.

Who should apply?

This camp is for high school students interested in pursuing a career in business or financial planning. Participants must be entering their sophomore, junior, or senior year in high school in Fall 2023.

What is the dress code?

The dress code is casual, shorts, t-shirts, and tennis shoes are acceptable. On the last day of camp, the dress code is business casual or professional (suits, ties, button-ups for gentlemen, blazers, skirts, pants for ladies). All participants will receive a Financial Planning Academy t-shirt upon arrival. Packing information will be available once accepted.