The Financial Planning Association is excited to once again welcome student members and harness the energy of university student groups as volunteers during FPA's annual conference. Both students and FPA will benefit from the experience of having students exposed to the FPA community, educational sessions and to financial planning practitioners.
FPA Student Volunteers
FPA is pleased to have the following universities provide us with student volunteers:
- Colorado State University
- Kansas State University
- Metropolitan State College of Denver
- San Diego State University
- Texas Tech University
- University of Akron
- University of Missouri
- Utah State University
- Virginia Tech
- William Paterson University of New Jersey
Please take a moment to stop by the student booths in the exhibit hall and thank these individuals for their involvement with FPA and the support they are providing our community!
If you are interested in participating in FPA’s Annual Conference in 2011, please contact Jean Cantey or 800.322.4237 x 7163.
Financial Planning Challenge
Financial Planning Knowledge Bowl
"How Do You Know?" Challenge
Presented by: Academy of Financial Services, Ameriprise Financial (Founding Corporate Partner), CFP® Board of Standards and Financial Planning Association®
Date: Saturday, October 9
Time: 8:30 am - 10:30 am
Location: Room 708-712
Audience: All conference attendees are welcome to come and watch!
Join us for a game show style knowledge contest designed exclusively for college and university finance undergraduate degree programs registered with the CFP® Board, or related fields of study. This phase of the competition is a question and answer trivia format, where teams will showcase their knowledge as the host fires questions based on relevant financial planning subjects, similar to the CFP® exam topics.
Phase one of the Financial Planning Challenge consisted of a written financial planning case competition, narrowing the field for the final two phases to the top eight (8) teams. The final phases of the competition cover the various facets of the seven disciplines of comprehensive financial planning.
Come and watch this unique event and see the best and brightest of the next generation in action!
Universities participating in the Financial Planning Challenge include (in alphabetical order):
- Colorado State University
- Fort Hays State University
- Kansas State University Team #1
- Kansas State University Team #2
- Metropolitan State College of Denver
- University of Northern Colorado
- Western Carolina University
- William Paterson University of New Jersey
Panel Discussion: Career Paths, Salaries and Internships in the Financial Services Industry
Date: Saturday, October 9
Time: 11:00 am – 12:00 pm
Location: Room 206
Audience: Students and Young Professionals
Interested in learning more about careers and salaries in the financial services industry? Are you ready to put yourself in a league all your own by applying for an internship? If so, this is the session for you. During this hour long educational session, we are pleased to provide attendees with an interactive discussion about career opportunities and salaries in the financial services industry as well as the benefits and expectations of internships.
Young Professionals Track: Powered by the NexGen community
Sponsored by: First Command Financial Services
Topic: TBD
Date: Saturday, October 9
Time: 1:00 pm – 3:00 pm
Location: TBD
Audience: All conference attendees
For more information about the Young Professionals Track...
Student and Young Professionals Reception
Sponsored by: Wells Fargo
Date: Saturday, October 9
Time: 5:30 pm – 6:30 pm
Location: FPA Communities Booth (booth #546) in the Exhibit Hall
Audience: All conference attendees
Come and network with the best the financial planning community has to offer. This is your opportunity to connect with company executives, product and service providers, and forward thinking individuals involved in the financial services industry. Here to meet you – a student or young professional – this is the time to get involved. There is as much to learn in the hallways and exhibit hall of FPA Denver 2010 as there is to learn in the educational sessions.
Student Focus Group
Date: Sunday, October 10
Time: 12:15 pm – 1:45 pm
Location: Room 202
Audience: Students by RSVP only!
Please join FPA in our first student focus group where we hope to generate lots of conversation that focuses on your needs, wants and concerns and how FPA can help accommodate you. As you begin to transition from student to employee, we want to help you succeed. What can FPA do better for you? Are you aware that you can create an FPA Student Chapter? What is that you need to be successful in your transition to the financial services industry?
Financial Planning Challenge
Oral Presentation of Written Case Study
Presented by: Academy of Financial Services, Ameriprise Financial (Founding Corporate Partner), CFP® Board of Standards and Financial Planning Association®
Date: Monday, October 11
Time: 8:30 am - 12:30 pm
Location: Room 708-712
Audience: All conference attendees are welcome to come and watch!
FPA is proud to partner with AFS, Ameriprise and CFP Board to host this competition at FPA Denver 2010 showcasing the excellence of financial planning students to our professional community. Come and see these students in action while they complete the final phase of the Financial Planning Challenge. Participants must orally present their financial planning case study to a panel of judges. Each team will be judged based on how well they addressed the needs of their hypothetical clients. The top three winning teams will receive the following scholarships for their schools:
- 1st Place Team: $10,000
- 2nd Place Team: $5,000
- 3rd Place Team: $1,000
Come one come all and see what the future of the financial planning profession has to offer.
Universities participating in the Financial Planning Challenge include (in alphabetical order):
- Colorado State University
- Fort Hays State University
- Kansas State University Team #1
- Kansas State University Team #2
- Metropolitan State College of Denver
- University of Northern Colorado
- Western Carolina University
- William Paterson University of New Jersey
FPA Student Chapters
Date: Monday, October 11
Time: 3:15 pm – 4:00 pm
Location: Professional Development Pavilion (Exhibit Hall)
Audience: All conference attendees
Interested in learning about what an FPA Student Chapter is all about? Would you like to learn from others that have successfully created an official FPA Student Chapter about how easy the process is? Join us for a conversation about FPA Student Chapters, what they are, how to create a recognized FPA Student Chapter at your school, and the benefits of being connected to a community of 24,000 financial services professionals.
FPA wants to help shape the future success of the academic community, while working to grow the profession. FPA can have a tremendous impact by connecting our chapters to their local educational institutions and forming student chapter alliances.
FPA Conference Buddy System:
Are you a first time attendee, student or young professional interested in taking in all the FPA Annual Conference has to offer? Please stop by the FPA Communities Booth (located in the exhibit hall) to pick up the name and contact information for an experienced financial professional.
FPA is always looking for experienced financial planning professionals to show our new conference attendees the ropes. FPA is collecting the name and cell phone number of people willing to lend their time to a student/young professional/first time attendee.
Students/young professionals/first time attendees will be encouraged to stop by the FPA Communities Booth (located in the exhibit hall) to pick up the name and number of the experienced planner. From this point forward, it is the responsibility of the student/young professional/first time attendee to connect with their buddy.
Suggestions: FPA recommends that the individuals participating in this program agree to spend at least an hour with the student/young professional/first time attendee. During this time, the experienced planner can:
- Show the student/young professional/first time attendee how to navigate the exhibit hall effectively,
- How to network with other attendees,
- How to pick the educational sessions that are best for them,
- How to get the most out of your educational sessions (ie: printing off session handouts, connecting with other session attendees and/or the speaker, etc.)
The above suggestions are just that – suggestions. If you have other great ideas to pass along, please feel free!
Expectations: There are no expectations for the individuals to connect after the conference, or even more than once at the conference. Whatever the individuals agree to is entirely at their own discretion.
