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.)
9/8 - Introduction Meeting - (Meet the Department and Professor Head will give
some tips on how to get ahead)
9/22 - Guest Speaker: Andrew Boyles of Baird
10/6-7 - No meeting. The WKU FPA Student Chapter co-hosts the MidSouth Financial Planning
and Investments Conference at the Knicely Center
10/20 - Trivia Night
11/3 - Guest Speaker: Hannah Herman, Seth Newby, Garrett Leet, Savannah Waffird, Claire
Wilson - Alumni Panel
11/17 - Guest Speaker: Erin O'Reilly of ARGI Financial Group
If you are interested in joining or attending a meeting, please contact Andrew Head or Nolan Clark FPA Student Chapter president. We hope to see you there.
FPA members traveled to the FPA National Conference in Chicago, IL
FPA members visited Stock Yard Bank and Trust Company.
FPA members enjoyed a luncheon with the Chair of the CFP Board of Standards, Richard Salmen, at the 2018 FPA Association National Conference in Chicago!
FPA members placed 2nd in the 2018 Financial Planning Challenge Quiz Bowl in Chicago, IL
FPA members visited Kentucky Planning Partners Firm in Louisville, KY
FPA Officers & Faculty Advisor
President: Nolan Clark
Vice President: Abby Scott
Treasurer: Christian Doyle
Secretary: Evan Goetz
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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