Pioneers of Financial Planning Celebrated

Event planned to honor original financial planning programs.

Written by: Ben Samples

Tech University will host a four-day event Feb. 28 – March 3 honoring the nation’s 20 pioneering Certified Financial Planning programs.

These academic programs, offering board-registered Certified Financial Planning degrees, played a major role in the evolution of the standard for personal financial planning professionals. They paved the way for the creation of the more than 300 current financial planning programs nationwide.

Texas Tech is a member of the original 20 programs, which include schools such as Purdue University, Baylor University, Georgia State University and Boston University.

Representatives from the original 20 programs will gather with students and leaders in the financial planning industry for events including a wine education course, etiquette dinner and awards banquet featuring Don Phillips, managing director of Morningstar, as the banquet’s keynote speaker.

Texas Tech’s financial planning students will have the opportunity to connect with more than 20 leading financial planning firms for potential internships and career positions said Deena Katz, an associate professor in the Personal Planning Division at Texas Tech.

"The financial industry recognizes Texas Tech’s personal financial planning program as the premier academic program for financial planners," Katz said. "We work closely with the planning profession to ensure that our students have the cutting edge knowledge and skills to be competitive in this field."

Representatives from national financial planning firms including USAA, Wachovia and Edward Jones will visit the event, as well as from independent firms such as Kanaly Trust Company, Lee Financial and Evensky & Katz Wealth Management.

The event is hosted by Texas Tech University’s Division of Personal Financial Planning, the Center for Financial Responsibility and the Personal Financial Planning Association in recognition of the hard-work and dedication of many individuals in the advancement of the financial planning industry.

For a summary of events visit this Web site.

CONTACT: Bill Gustafson, Senior director of Center for Financial Responsibility, Texas Tech University, (806) 742-9783, or