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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 342 from 4:00-5:00 p.m.)

1/27     -  Introduction Meeting -  FPA/Finance Faculty Social
2/10     -  Jeanne Fisher, Garrett Leet - Strategic Retirement Partners
2/24     -  LaDonna Dowdy - Dowdy Financial Group
3/10     -  Kyle Roy - Kentucky Planning Partners
3/24     -  Erin O'Reilly, Hannah Lindsey, Brent Mason - Alumni Panel 
4/7       -  Andrew Boyles, Claire Wilson - Baird
4/28     -  End of the Year Party and Officer Elections

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


 

FPA Officers & Faculty Advisor

President: Hannah Herman

Vice President: Nolan Clark

Treasurer: Sarah Vlahkos

Secretary: Abby Scott

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 1/27/22