Financial Planning Club
LSBE Student Clubs and Organizations
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The Financial Planning Club provides an overview of the financial planning profession by inviting professionals to campus and by attending off-campus events. The Club invites speakers and UMD graduates to share with students their career path and experiences, as well as what to expect when students graduate. The Club also attends different networking events, where participants have an opportunity to network and learn more about the profession. The topics we cover in our meetings are valuable information for all students, even if you aren't planning on being a Financial Planner! We talk about credit scores, repaying student loans, mortgages, and many more.
Meetings are every Tuesday at 5pm in LSBE 129 and are announced prior via our facebook page and email list.
Dave Christianson, Co-President firstname.lastname@example.org
Tara Miller, Co-President email@example.com
The Club is currently working with the Student Organization Coordination Committee (SOCC) on potential community volunteering opportunities. The Club will also consider any recommendations from participants within the Club.
Annual FPA of MN Symposium
During October at Minneapolis Convention Center
The Club has been attending this event every year since 2011. Students are able to apply for a scholarship which covers all cost of attending the event, which is a great incentive to attend. The Symposium is a two-day event, 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 are members of the FPA. These mentors 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.