K-State Department of Personal Financial Planning

Our second K-State Financial Planning Academy, sponsored by Charles Schwab, was a huge success. 44 high school students completed a financial planning case study, presentation, and business and marketing plan. Though there was a lot of work, there was also a lot of fun. Students learned about our campus and programs, how K-staters work as a team, and how delicious Call Hall ice cream is!

We had a great team, including 10 student counselors, many financial planning firms, and Powercat Financial, who supported us throughout the week as we helped students learn how to better manage their financial future and learn about the profession!

We had a fantastic and unique opportunity to have our department wordmark on a car in the Porsche Carrera Cup. Dr. Derek Sensenig, a Professor of Practice and Director of the K-State PFP Master Program, is a co-owner and secured our mark on what turned out to be not only an amazing opportunity to promote our program but also history-making.

Last March, the driver, Jordan Wallace, was the first African American racer to compete in the Porsche Carrera Cup North America.

Check out his story:
https://porschecarreracup.us/wallace-set-to-become-first-african-american-racer-in-carrera-cup/

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K-State College of Health and Human Sciences

K-State Today published an article highlighting K-State earning prestigious CASE Circle of Excellence awards for creative projects, including a silver for the "All In Case Course" podcast in the communications/podcast (original) category. The article features episode 2, Financial Stress, starring host and PFP student RJ Salmen and Megan McCoy, PFP Assistant Professor.

Check out the article and feature here: https://www.k-state.edu/media/newsreleases/2024-08/KState-wins-six-prestigious-CASE-awards-for-creative-projects.html.

K-State earns prestigious CASE Circle of Excellence awards for creative projects Kansas State University has once again been internationally recognized for creative excellence by the Council for Advancement and Support of Education, or CASE. The university earned six 2024 Circle of Excellence awards for creative projects: one gold award, four silver awards and one bronze award.

Dr. Congrong Ouyang, Assistant Professor at K-State in the Department of Personal Financial Planning, was featured in a piece on WalletHub about the rise in insurance after an accident. Check it out: https://wallethub.com/edu/ci/how-much-does-insurance-go-up-after-an-accident/87986 =Congrong_Ouyang

Go Dr. O!!!

Many of our PFP students are embarking on summer internships this summer. All we can say is to travel safely, work hard, and make connections. We know they will do us and K-State proud. Go Cats!

What a great group of students! We are so immensely proud of our graduating May 2024 PFP Undergraduates.

Many Congratulations and Best of Luck! Go Cats!🥰🥳

Kansas State University Department of Personal Financial Planning wants to congratulate and acknowledge our seniors who are moving on to professional jobs after graduation! Woohoo!!

You're invited to join us for the Financial Planning Academy at Kansas State University, funded by the Charles Schwab Foundation, July 14-19, 2024!

Spend an exciting week on K-State's campus in Manhattan, deepening your understanding of personal finance and the profession of financial planning. You will interact with financial experts and further develop your skills in leadership, communication, team building, entrepreneurship, marketing, and more.

This week-long summer program is designed for high school students who will be sophomores, juniors, or seniors during the 2024-2025 school year.

During this program, you will get to:

Collaborate with fellow participants on a case study.

Take part in team-building challenges.

Develop a financial plan.

Compete for scholarships and prizes.

Meet other students interested in a business-related career.

Spend the week as a K-State student, living in the residence halls and utilizing the dining hall.

If you are considering a career in finance or business, this program is for you! You can learn more about this summer program by visiting our website (http://tinyurl.com/4sn5v8fu).

This program is valued at $900, but through the generous support from the Charles Schwab Foundation, student registration is only $150.

If you have any questions regarding the program, please email us at [email protected] or call 785-532-5500.



K-State College of Health and Human Sciences

Megan McCoy, Assistant Professor, joins the Forbes Advisor 2024 Advisory Board. As one of their newest advisory board members, she'll bring a wide array of accolades, experience, and knowledge in Banking and Financial Therapy.

Congrats, Dr. McCoy!

https://www.forbes.com/advisor/advisory-board/banking/megan-mccoy-ph-d-lmft-afc-cft-i/

Jayde Madel, K-State Senior in the Personal Financial Program, is the first student to receive Advisors Excel's Women and Minority Scholarship. Check out the story here:

First student with Advisors Excel’s Women and Minority scholarship to graduate in May from K-State The first student with Advisors Excel’s Women and Minority scholarship will graduate in May from Kansas State University.

Check out the following article from WalletHub...

Congrong Ouyang, Assistant Professor, Kansas State University, Department of Personal Financial Planning, is noted as the Expert Opinion and delves into the topic of 'Student' Checking Accounts.

Full article here: https://wallethub.com/best-student-checking-accounts =Congrong_Ouyang

K-State College of Health and Human Sciences

IP Block

Congrats Derek Lawson!

We are pleased to announce that Derek R. Lawson, Ph.D., CFP®, will serve as the new volunteer academic editor of the award-winning, peer-reviewed Journal of Financial Planning. Lawson's new role is for two years and is effective immediately. Congratulations Derek!

Read the full press release: https://bit.ly/3HgtPrd

CFP Board Research Announcement

We are completing a study for CFP Board and request your assistance in extending an invitation to your alumni network to participate in our research. Specifically, we are seeking graduates from the past five years, but would be open to hearing all alumni input especially those who did not continue into the profession or who have left the profession of financial planning.



The Purpose of Our Study:

Our research seeks to delve into the factors that influence financial planner retention rates among individuals who have graduated from baccalaureate CFP Board Registered Programs. Specifically, we aim to understand these dynamics for graduates who are within the first five years of their advisory careers.



Our study has four primary objectives:

Industry Retention Rates: We want to examine how many new graduates remain in the financial planning industry, particularly across different financial planning business models.
CFP® Certification Completion: We aim to analyze the CFP® certification completion rates among new graduates in relation to their chosen financial planning business models.
Firm Retention Factors: We will investigate the factors that influence graduates to either stay with their initial planner’s firm or choose to leave.
Industry Departure Factors: Additionally, we intend to explore the factors that might lead new graduates to stay within or depart from the financial planning industry.


Co-Principal Investigators:

Kimberly Watkins, Ph.D. is an Assistant Professor in the Department of Financial Planning, Housing, and Consumer Economics at The University of Georgia
Megan McCoy, Ph.D., LMFT, AFC®, CFT-1™ is an Assistant Professor in the Department of Financial Planning at Kansas State University
Derek Lawson, Ph.D., CFP® is an Assistant Professor in the Department of Financial Planning at Kansas State University


Research team:

Kristy Archuleta, Ph.D., LMFT, CFT-I™ is a Professor in the Department of Financial Planning, Housing, and Consumer Economics at the University of Georgia.
Swarn Chatterjee, Ph.D., is the Department Head and Bluerock Professor of Financial Planning in the Department of Financial Planning Housing, and Consumer Economics at the University of Georgia.
Kenneth White, Ph.D. is an Associate Professor in the Department of Personal & Family Financial Planning at the University of Arizona.
Sarah Asebedo, Ph.D. CFP® is the Director of the School of Financial Planning at Texas Tech University.
Donald Lacombe, Ph.D. is an Associate Professor in the School of Financial Planning at Texas Tech University.


We Request Your Support:

We kindly request your support in sharing this invitation with your alumni community. Alumni interested in contributing to this study can find detailed information and access the survey at

https://kstate.qualtrics.com/jfe/form/SV_5AX84iVHG8ftVmm.



Should you, or any of your alumni, have any questions or require additional information about our research, please don't hesitate to contact us directly at [email protected].

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We had a great weekend celebrating the newest class of K-State Personal Financial Planning graduates, near and far! Congratulations to all of our newest undergraduate, master's and Ph.D. alumni!

👏👏👏

Kansas State University researchers won the 2023 Academic Research Colloquium Best Paper in Financial Planning Practice Award: "Exploring the Relationships between Virtual Client Meetings, Financial Anxiety, and Trust in Financial Planning."

Congratulations to researchers Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ (pictured with CFP Board CEO Kevin Keller, CAE), Ashlyn Rollins-Koons, CFP®, Derek Lawson, Ph.D., CFP®, Joanne C. Wu, CFP®, PFP®, Jason Anderson, CFP®, CPA and Eric Ludwig, PhD, CFP®

We are thrilled to extend our undergraduate and certificate offerings to Kansas State University Olathe! Led by program director, Armahn Hadjian, CFP®, CIMA®, the K-State Olathe programs will meet the needs of businesses and learners, as demand for financial planning professionals continues to grow year over year. This is a great option for students in the Kansas City area who are beginning the process toward CFP® certification and building a career in financial planning.

Read more:

Personal financial planning degree and certificate come to K-State Olathe OLATHE ⁠— Due to demand, the Kansas State University Department of Personal Financial Planning is now offering its bachelor’s degree and a certificate program to career-driven learners at the university's Olathe campus.

Spots are filling up for the Financial Planning Academy at K-State this summer! Make sure your camper signs up soon to secure their spot. This is a great chance to experience university life while learning about an amazing career option and building important personal finance skills.

Congratulations to doctoral student, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, on receiving the 2023 NAPFA New Professional Award!

This award is designed to recognize the achievements and contributions to the profession of young practitioner members of the Association. It may be presented to a member who has made outstanding contributions in their professional and volunteer roles. Yerger is an active NAPFA member and volunteer. He helped organize the NAPFA West Region Symposium that took place in early 2023.

Congratulations, Daniel! We are proud of you!

The National Association of Personal Financial Advisors The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors. Visit us today to find an advisor near you.

K-State PFP is growing which means we're hiring!

We are thrilled to be adding a Personal Financial Planning program at Kansas State University Olathe. We are currently seeking a 12-month Professor of Practice or Teaching Assistant Professor to serve as Program Director, leading the growth of the new program. This position presents the opportunity to create an on-campus financial planning program in Kansas City that is an extension of the Manhattan-based program and possesses strong industry support.

Learn more and apply here:

K-State Careers Apply now Department: 3670055080 Personal Financial Planning Job no: 514242 Employment type: Academic / Faculty - 12 month Location: Olathe, Kansas Worksite: On-site requirement Categories: Education / Instructional, Applied Sciences, Family Finance, Social / Behavioral Sciences Pay Grade: 001

K-State is hiring!

Powercat Financial is seeking a Program Coordinator who assists with coordinating and administering the center’s financial education services of individual financial counseling and workshop presentations, peer financial counselor program, compilation of program assessment and statistics for Powercat Financial, and other duties as assigned.

Powercat Financial provides K-State students with free financial education for their current situation and for the future. Trained peer financial counselors provide individual sessions, online help sessions and educational workshops for student groups.

Learn more about Powercat Financial at https://www.k-state.edu/powercatfinancial/about/

Learn more about the position and apply here: https://careers.pageuppeople.com/742/cw/en-us/job/514128/www.k-state.edu/powercatfinancial

About us | Powercat Financial | Kansas State University Kansas State University918 N. Martin Luther King Jr. Drive302 K-State Student Union - Third FloorManhattan KS [email protected]

K-State PFP students and alumni- if you are attending the FPA Annual Conference in Seattle next week, we invite you to join K-State faculty and staff for happy hour!

When: Tuesday, December 13, 5:30pm PST
Where: Eighteen15 Bar @ Residence Inn by Marriott Seattle Downtown/Convention Center (1815 Terry Ave)

Please RSVP using this link so we know how many people to expect: https://kstate.qualtrics.com/jfe/form/SV_bpl4lxj6Hks545o

Be sure to stop by and say hi at our table in the Exhibit Hall throughout the conference! If you bring your business card, you might just be entered into a drawing for some K-State swag!

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One month until Financial Planning Association Annual Conference in Seattle! Will we see you there?

K-State PFP will have an exhibitor booth so be sure to stop by and see us! We'd love to talk to future students about our online graduate program options and catch up with alumni. Be sure to bring your business card with you to be entered in a drawing for some K-State swag. We can't wait to see you soon!

Interested in applying for the PFP PhD 2023 cohort? There are 55 days until the application deadline on December 1. Make sure to get your materials in on time!

Questions? Learn more about K-State's Personal Financial Planning doctoral program during our virtual webinar on October 18: https://k-state.secure.force.com/events/targetX_eventsb__events #/esr?eid=a124P00000WQheyQAD

Coming soon: Lipari Family Financial Psychology Lab!

We are thankful for the generous support of James and Mimi Lipari. Their gift will bring a financial psychology lab to K-State's Personal Financial Planning program. The Lipari Family Financial Psychology Lab will equip future financial planners to "handle the complex emotions, thoughts and relational issues" influencing clients, as well as increase research and training to understand client behavior, communication skills, and fostering trust.

Thank you, Lipari family!

Emotional currency - Kansas State University Foundation Learn how the Lipari Family Financial Psychology Lab will help students understand personal finance planning and the psychology behind financial decision-making.

Assistant Professor Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ was featured today on , discussing how financial intimacy helps couples build stronger relationships. Watch Dr. McCoy's conversations with Joe Fryer: https://twitter.com/NBCNewsNow/status/1562787095894077454

NBC News NOW on Twitter “Talking about money with your significant other will could help your relationship in more ways than one. Financial planning expert Megan McCoy joined On to talk about why it's so important for couples. Watch: https://t.co/U4UZMH5vN5”

Congrats to Ph.D students Juan Gallardo!

Congratulations to our inaugural class of Dissertation Completion Fellows for 2022-2023.

The FINRA Foundation offers fellowships to advanced doctoral candidates pursuing dissertation research centrally concerning financial services and capital markets.

Learn more ▶️ https://bit.ly/3aDsU71

Are you a 2022-2023 high school student who has a knack for numbers and loves to work with people? Check out the Financial Planning Academy! July 24-29, students will spend a week on campus deepening their understanding of personal finance and learning how to make a difference in the lives of others through financial planning. Program cost: $150. Covers all food, lodging and activities! Register here: http://ow.ly/HIZo50Jeruf

The first stop of our Ph.D. Summer trip was to Cetera. They rolled out the red carpet, featuring conversations with CEO Adam Antoniades, Head of Stategy and Advisor Experience George Karris, Head of Product Management Garrett Beam, Chief Investment Officer Gene Goldman, SVP Advanced Planning Group Stan Smiley and CFO of Orange Capital Management Paul Escudero. Thanks to Elyssa Lamoureux for organizing and serving as host!

Congrats to Ph.D. graduate Dr. Michael Kothakota on being selected as the Head of Research at the CFP Board! In this role Dr. Kothakota will drive empirical and longitudinal research studies to assess the impact that financial planning has on clients’ well-being.

CFP Board Appoints Michael Kothakota Ph D CFP as Head of Research Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named Michael Kothakota, Ph.D., CFP® as its first Head of Research. In this newly created position, Kothakota will lead the organization’s research enterprise and develop and execute a research agenda.