WKU Financial Planning Association
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 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
FPA Officers & Faculty Advisor
President: Hannah Herman
Vice President: Nolan Clark
Treasurer: Sarah Vlahkos
Secretary: Abby Scott
Faculty Advisor: Andrew Head, CFP™