Financial Planning Club

LSBE Student Clubs and Organizations


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Welcome to the Financial Planning Club!

Club Information:

The Financial Planning Club provides an overview of the financial planning profession by inviting speakers to campus and by attending off-campus events. The club invites industry professionals and UMD graduates to share their career paths and experiences with students, as well as what to expect after graduation.

The club also attends different networking events, such as firm visits and conferences, where participants have the opportunity to network and learn more about the profession.

The topics we cover in our meetings are valuable for all students, even if you don’t want to become a Financial Planner. We talk about credit scores, repaying student loans, mortgages, and much more!

We also hold multiple member socials throughout the semester, where we relax, eat food, have fun, and get to know each other better. We hope to see you this semester!

Fall 2018 Meeting Dates and Times:
To be announced. Meetings will be announced beforehand via our Facebook page and email list.

Fall 2018 Officers
Student officers to be announced.
Director of the Financial Planning Program & Club Advisor: Hugo Hietapelto - hhietape@d.umn.edu

Events

Volunteering
The Financial Planning Club is currently working with the Student Organization Coordination Committee (SOCC) on community volunteering opportunities. We will also consider any recommendations from participants within the club.

Symposium | Financial Planning Association of Minnesota
The Financial Planning Club has been attending this event every October since 2011. Students are able to apply for a scholarship, which covers all costs to attend the event and is a great incentive to attend. The Symposium is a two-day event at the Minneapolis Convention Center, where professionals come together from around the state for continuing education credits.

Also, there are specifically designed panels and discussions towards student attendees: the Knowledge Cafes and Financial Essentials series. The Knowledge Cafes include being assigned a short-term Symposium mentor, who is a member of the FPA. Your mentor will be able available to answer any industry or career questions you may have as well as potentially connecting you will fellow professional colleagues. Financial Essentials is designed through panels to help new financial planners get a successful start. It is designed for those with just a few years of experience, those entering the practice, or students interested in entering the financial planning field.

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