Texas Tech University

Personal Financial Planning Team Wins 2018 Financial Planning Challenge

By: Glenys Young 

Blane Heflin, Jacob Gurock and Dimitrian JimenezIn February 1999, a meeting between Texas Tech University's Personal Financial Planning (PFP) faculty and American Express executives resulted in the creation of a financial planning competition – the American Express Planning Invitational.

Texas Tech's then-Family Financial Planning Team took home the second-place trophy and $5,000 from the inaugural competition in 2000, said PFP department chairwoman Vickie Hampton. In the nearly two decades since, Texas Tech generally has been among the competition's top eight teams, earning second- and third-place finishes in various years. Along the way, the competition changed names and operators, becoming the Financial Planning Challenge, part of the annual conference of the Financial Planning Association® (FPA).