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WKU Financial Planning Association - FPA


The Financial Planning Association® is the national membership organization for CFP® professionals. We are a student chapter working together with the national organization to prepare college students on their journey to becoming financial advisors. Our chapter allows members to gain insights to the industry, connect with local planners, and also provides volunteering opportunities.

How to join

Join FPA today and learn more about what it takes to be a successful financial planning professional. FPA offers two types of memberships - National and Student Chapter.

National membership dues are $39 which will include membership for a year, a magazine subscription and discounted rates on several items. Enrollment in the national FPA Association can now be done on-line and is required. Student chapter dues are $10 a semester and can be paid to Andrew Head, FPA Faculty advisor.

FPA Meetings

FPA meetings are held every other week on the third floor of Grise Hall from 4:00-5:00 p.m. 

FPA will meet on the following dates for the Spring 2020 semester:

3/17/20 - Austin Reiser & Hannah Lindsey | Abound Wealth Management

3/31/20 - Elijah Essa & Maria Hernandez | Coats Financial Planning

4/14/20 - Seth Todd | Wyatt, Tarrant & Combs

4/28/20 - Alec Broughton | ARGI Financial

 5/1/20 - End of the Year Party 

 

If you are interested in joining or attending a meeting, please contact Andrew Head orAustin Reiser FPA Student Chapter president.  We hope to see you there.


 

 

FPA Officers & Faculty Advisor

President: Austin Reiser

Vice President: Savannah Waffird

Treasurer: Garrett Leet

Secretary: Nick Ashby

Faculty Advisor: Andrew Head, CFP™  


  Make a Gift    Join us in our mission to provide state of the art education and training for the next generation of financial managers and financial advisors.


 


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 Last Modified 3/5/20