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Partnership Opportunities


WKU’s Personal Financial Planning Program, celebrating its 30th Anniversary Year in 2017 as a CFP Board Registered Program, is one of the first university programs approved by the Certified Financial Planner Board of Standards, Inc. We are pleased to host the WKU Personal Financial Planning Symposium, to bring low-cost and high-quality CE to investment and financial professional in our region. Located just one hour from Nashville, two hours from Louisville and Lexington, less than four hours from Cincinnati and Indianapolis, and less than five hours from Atlanta and St. Louis, this year’s Symposium is certain to attract many practitioners from around the region, along with many of our own WKU alumni.

The WKU Finance Department offers these opportunities to partner with WKU, in order to assist in developing the next generation of excellent communicators, self-motivated thinkers, and highly ethical leaders for the high demands of today’s financial planning and wealth management firms.

To learn more, please contact Dr. Ron Rhoades, Director of WKU’s Personal Financial Planning Program, by e-mail to: ron.rhoades@wku.edu. Thank you!

GOLD PARTNER - $15,000 (maximum 1)

SYMPOSIUM BENEFITS:
Meet 150+ attendees; logo on conference website; name in symposium e-blasts; logo on sponsorship signage at the Symposium.

  • Up to 40 complimentary Symposium registrations for attendees from your firm (or for you to distribute to practitioners)
  • Firm name listed as sponsor for lunch (or, if second Gold partner, at post-Symposium reception)
  • 6’ table top exhibit space, and attendee name list provided post-Symposium
  • Presentation to a financial planning class during another day of the week of the Symposium (available
  • on first-come, first served basis; financial planning classes are cancelled on the day of the Symposium)
  • Verbal acknowledgement during Symposium luncheon

YEAR-ROUND BENEFITS:

  • Recognition via prime website exposure. Gold partners receive your company logo and link on the
  • WKU B.S. Finance Financial Planning Track web page for the remainder of the academic year
  • Gold partner recognition on signage outside the two Finance Dept. classrooms at WKU
  • Recognition as Gold partner via WKU Finance Dept. social media (pending your firm’s approval)
  • Plaque commemorating Gold partner status

Become a Gold Partner

SILVER PARTNER - $3,750

SYMPOSIUM BENEFITS:
Meet 100+ attendees; logo on conference website; name in symposium e-blasts; logo on sponsorship signage at the Symposium.

  • Up to 5 complimentary Symposium registrations for attendees from your firm (or for you to distribute to practitioners)
  • Verbal acknowledgement during Symposium luncheon
  • 6’ table top exhibit space
  • Attendee name list provided post-Symposium

YEAR-ROUND BENEFITS:

  • Recognition via prime website exposure. Silver partners receive your company logo and link on the WKU B.S. Finance Financial Planning Track web page for the remainder of the academic year
  • Plaque commemorating Silver partner status

Become a Silver Partner

BRONZE PARTNER - $1,250 for the Symposium

SYMPOSIUM BENEFITS:
Meet 100+ attendees; logo on conference website; name in symposium e-blasts; logo on sponsorship signage at the Symposium.

  • Up to 2 complimentary Symposium registrations for attendees from your firm
  • Verbal acknowledgement during Symposium luncheon
  • 6’ table top exhibit space
  • Attendee name list provided post-Symposium

Become a Bronze Partner


For more information about the symposium and venue, please visit our Important Information page. 

Share your thoughts with other attendees on social media! Use #WKUPFP


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 Last Modified 8/6/19