Attend education sessions and events designed specifically for students. These personal and professional development opportunities will supplement your traditional undergraduate coursework and help prepare you for life after graduation.
Student attendees can catch a glimpse of what a career in Financial Planning looks like as they sit in on the most relevant and timely topics planners are learning about right now. You won’t want to miss this opportunity to gain exposure to the top minds in our profession. Plus, this year students can expect the following sessions and activities specifically tailored to them:
- “Simplifying the Complex” Contest - win a $50 Amazon Gift Card! In this contest, you are tasked with taking a complex idea and simplifying it to a drawing that could fit on a napkin. The topic will be announced Wednesday, September 30.
- Watch your fellow students compete in Phase 3 of the Financial Planning Challenge and, test your own knowledge!
- In Real Life: A Client Retirement Planning Meeting. Watch a real financial planning client meeting in action.
- 3 Planners, 15 Questions, 15 minutes each with Hannah Moore, CFP®, Luis F. Rosa, CFP®, EA and Erica James, CPA, hosted by Stephanie Trexler, CFP®. Get to know planners and career paths in a fun and engaging way.
- Earn 10 hours of experience towards the CFP Board’s standard pathway!