School of Financial Planning - Texas Tech University

Educating the Next Generation of Personal Financial Advisors. More information is available at

The Texas Tech Personal Financial Planning (PFP) Program is one of the top-rated PFP programs in the United States. Established by leaders with a vision of the need to focus financial knowledge on families and the achievement of their goals, our passion is “educating the next generation of personal financial advisors.” In addition to CFP Board-Registered degrees at the BS, MS, and PhD levels, we o

Operating as usual


Jesse Jurgenson, an assistant professor of practice in the School of Financial Planning - Texas Tech University, talks about debt relief for seniors since they are more likely to get scammed.

He was one of four experts chosen in the US!

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Unlocking the secrets to maximizing your savings with expert advice from Mikel Van Cleve, MBA, CFP®, FBS®, CEBS—current Ph.D. Student.

"One of the common mistakes is not understanding how easy (or not easy) it is to access funds or get in touch with a representative if the bank has no local presence. Not all customer service is created equal, and even a considerably higher interest rate may not be worth the hassle."


We were honored to host Moley Evans, Pro Bono Manager from the CFP® Board, this afternoon. Evans had a chance to visit with a variety of outreach and engagement projects on campus including the Charles Schwab Foundation Personal Financial Planning, VITA site, KEY, and Red to Black.


Empowering Youth with Financial Literacy

Master's Student Tyler West recently volunteered at the Collab Kid University STEAM Education event at Rice University and ran a financial literacy table that focused specifically on understanding forms of payment (check, credit card, debit card, cash) and the importance of recognizing different forms and denominations of money.


Give your high schoolers the chance to unlock their future financial careers this summer at the Financial Planning Academy! 💼💰 Hosted by Texas Tech and funded by Charles Schwab Foundation, this week-long program is an incredible opportunity for rising sophomores, juniors, and seniors.

A fun-filled week of in-person activities designed to deepen understanding of personal finance and the profession of financial planning. Your camper will interact with financial experts, work on real-life case studies, develop financial plans, and even compete for scholarships and prizes!

Not only will they gain essential financial literacy skills, but they'll also explore the world of Registered Investment Advisory (RIA) industry, opening doors to exciting career opportunities. Plus, with multiple universities hosting the program, there are endless opportunities to network with college students, faculty, and professionals. 🤝

Don't miss out on this chance to equip your child with invaluable skills for their future success! Sign them up for the Financial Planning Academy today:


Passionate about higher ed and making a difference? 🎓✨
We are hiring a Coordinator!

Help shape future generations of financial professionals through outreach initiatives and office support, social media, & plan unforgettable events.

Apply online:


📣 Calling all TTU PFP Alumni 📣

Join us in participating in a March Madness bracket with your fellow alumni! To join, follow these steps by the end of Thursday, March 21st.

1. Download the app, “ESPN Tournament Challenge”
2. Sign-up or log-in
3. Follow this link:
4. Create a bracket and select your winning teams.
1. If you do not want to individually select game winners, you can also autofill the entire bracket by selecting “Quick Fill” in the bottom left.
5. Save your bracket and you’ll be in the competition!

The winner will receive bragging rights and a small gift, courtesy of the School of Financial Planning.


What Is the FPA Financial Planning Challenge? Inside the college competition that gives students a taste of the challenges advisors face.

The annual competition serves as a national stage for students enrolled in CFP Board-registered financial planning programs nationwide to showcase their expertise and financial planning abilities.

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How To Get the Most Out of Your Tax Refund in 2024 | MarketWatch

Tanaka Chimbane, Ph.D., AFC® says in her experience, taxpayers make several common mistakes in determining how to maximize their tax returns, including the following:

-Not having a plan
-Neglecting emergency funds
-Ignoring high-interest debt
-Lack of research

If you’re still struggling to find the best solution for your tax refund, reaching out to a financial counselor can help. “Professional guidance can provide valuable insights,” Chimbane advised. Maximizing your tax return often requires discussing potential benefits with experts who can point out areas of concern you may have overlooked.

Read more:


Love Opportunity Days? Your generosity can help us enhance future events at the School of Financial Planning.
Make a one-time gift today to make a lasting impact and pave the way for even greater experiences for our students! 💼🎓


The 2024 Financial Planning Association (FPA) Challenge Team for Texas Tech has been announced!

Andrew Matz, Marissa Kalina, and Kali Mazumdar have been selected to represent our school. The team will be mentored by faculty advisor, Michael Guillemette, Ph.D., CFP®.


🎓 Join Our Team —School of Financial Planning at Texas Tech!
Are you a dynamic individual with exceptional organizational skills and a passion for supporting educational initiatives? The School of Financial Planning is seeking a dedicated Coordinator to join our team. As the Coordinator, you will play a crucial role in ensuring smooth operations, events, and providing support for our administration and initiatives that target key stakeholders.

Key Responsibilities:
✨ Greet visitors warmly and manage incoming phone calls and inquiries.
✨ Assist the Business Manager in maintaining office coverage, including during lunch hours.
✨ Maintain non-class scheduling of meeting rooms and assist students as needed.
✨ Manage the school's social media presence on platforms such as Facebook, Twitter, Instagram and LinkedIn.
✨ Serve as the Scholarship Coordinator, maintaining databases and providing logistical support for alumni relations.
✨ Coordinate outreach initiatives, including event planning and logistics tracking.
✨ Produce digital newsletters and disseminate school news to stakeholders.
✨ Collaborate with the dean’s office events staff to coordinate school events and outreach initiatives.
✨ Process travel applications and vouchers across academic programs and outreach initiatives.
✨ Work with the college’s marketing team to promote outreach initiatives through content creation.
✨ Maintain an up-to-date website for the school in collaboration with faculty and staff.

🔍 Strong organizational and multitasking abilities.
🔍 Go-getter, with the ability to lead tasks successfully.
🔍 Results-driven and dependable.
🔍 Excellent communication and interpersonal skills.
🔍 Proficiency in social media management and use of Canva for graphics.
🔍 Experience in event coordination and administrative support.
🔍 Ability to work collaboratively in a team environment.

Why Join Us:
At the School of Financial Planning, you'll be part of a team dedicated to promoting excellence, innovation, and outreach initiatives. You'll have the opportunity to contribute to meaningful projects and make a positive impact on the community of financial professionals. The School of Financial Planning's core values are Excellence, People, Innovation, Relationships, and Trust.

If you're ready to take the next step in your career and join a legendary educational community, we want to hear from you! Apply now.

Apply online:


Save the Date! Join us in the Fall for Opportunity Days Oct. 7-11. 🔍✨


Don't let the connections end at Opportunity Days! 🌟 Connect with us to explore further opportunities like the Career Panel, one-time gift opportunities, and student career resources.

💼✨ Reach out today ([email protected]) to get involved in fall's Opportunity Days Event—Oct. 7-11!


Did you know? At our Opportunity Days Lite event last week, employers conducted on-the-spot interviews and gave insightful presentations to interested students! 🎓💼

Save the Date! Don't miss another unique opportunity to connect and kickstart your career journey—join us in the Fall for Opportunity Days Oct. 7-11. 🔍

Photos from School of Financial Planning - Texas Tech University's post 03/07/2024

Missed out on Opportunity Days Lite? Don't worry, we've got you covered! Check out our recap of the event's key moments. Swipe through to catch a glimpse of the action-packed week! 💼

🔍 Activity 1: On-the-Spot Interviews
Employers conducted on-the-spot interviews, providing students with invaluable networking opportunities and potential career pathways.

🎓 Activity 2: Employer Exhibit Hall
Insightful presentations from industry experts enlightened students on current trends, strategies, and career pathways in financial planning.

💡 Activity 3: Career Panel
Engaging panelists equipped attendees with practical skills and knowledge essential for success in the ever-evolving financial landscape.

🤝 Activity 4: Networking Event
Networking sessions fostered meaningful connections between students and professionals, paving the way for future collaborations and mentorship opportunities.

🏆 Activity 5: Awards Luncheon
The event culminated in an awards ceremony, honoring outstanding achievements.

Save the date for or fall Opportunity Days event—Oct. 7-11.


Employers, what was your favorite part of Opportunity Days Lite? Share your favorite with us below!


We are proud to announce our Opportunity Days Lite distinguished award recipients! 🌟

These exceptional recipients embody the spirit of excellence and innovation. Join us in congratulating these individuals who were celebrated last Friday during the award reception.

PFP Instructor of the Year Award
Dr. Chris Browning, Associate Professor

PFI Instructor of the Year Award
Michael Abbott, Adjunct Instructor

Gene Lawrence Big Heart Award
Nathan Osuna, M.S. Student

Outstanding Senior Award
George Allen, ABM Student

McGarraugh Leadership Award and Scholarship
Guadalupe Ochoa Olvera, AMB Student

Dalton Education Award
Chris Hehman, B.S. Student

Outstanding Doctoral Research Award
Pengyu Qian, Ph.D. Student

Dr. Dorothy Durband Red to Black Founders Award
Kade Sparger, M.S. Student

Photos from School of Financial Planning - Texas Tech University's post 03/04/2024

Congratulations to Joey Johnson, Kade Sparger, and Andrew Matz for winning first place at the ConNEXTion Cruise Conference's Career Exploration Competition! The competition allows teams of students from colleges and universities to explore financial service careers by interviewing practitioners. The title of this year's issue was: Navigating a Career in Financial Services. We are so proud of Joey, Kade, and Andrew for all of their hard work and for greatly representing the School with this well-earned win!

Photos from School of Financial Planning - Texas Tech University's post 03/01/2024

A big thank you to all the employers who joined us at Opportunity Days Lite hosted by the School of Financial Planning at Texas Tech University! 🎉

Your presence and engagement with our top-rated students made this event shine.

Here's to forging meaningful connections and discovering future talents.

Share your event feedback:

Photos from School of Financial Planning - Texas Tech University's post 02/21/2024

This past week, the Center for Financial Responsibility hosted a Poverty Simulation. This simulation was an interactive immersion experience that showed participants the realities of poverty. This simulation was an impactful learning experience and highlighted the struggles that people in poverty deal with daily. We are grateful to have this opportunity to grow and learn more about those in poverty. We hope that everyone who attended had a key takeaway from this experience.

Knowledge Empowering You Red to Black

Photos from School of Financial Planning - Texas Tech University's post 02/15/2024

Today, faculty and students had the amazing opportunity to attend the FPA DFW Conference in Irving, TX. We are excited to have sponsored this event as it provides an inspiring environment for networking and collaborating with other professionals. We're grateful for the fantastic speakers who shared insights on a range of financial planning topics. Thank you to our students and faculty for representing our School and making valuable connections in the field. We look forward to next year!


Please join us for the Town Hall Meeting on Thursday, February 15th, for a discussion surrounding the Value Summit results and an update on the School.

Visit to RSVP.

We hope to see you there!


Happy Holidays from PFP!


Check out our two first-ever undergraduate students to pass the CFP® exam before graduating!

Senior Personal Financial Planning Students Become First Undergraduates to Pass the CFP® Certification Exam Before Graduating

Bond Heflin and Connor Dierschke make history in the School of Financial Planning - Texas Tech University

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Photos from School of Financial Planning - Texas Tech University's post 12/20/2023

Congratulations, Class of 2023! We are proud of all of our graduates and their accomplishments! Thank you to our speakers, Caleb Hoopes, Dr. Gustafson, Dennis Moore, and Aubrey Moore, for sharing your memorable words of wisdom. We appreciate everyone who came and celebrated our new graduates this past week. We look forward to their future endeavors as they begin a new chapter in life. Wreck 'em!

Photos from School of Financial Planning - Texas Tech University's post 12/12/2023

Congratulations, Nasima Khatun, for presenting her paper "The Role of Financial Literacy in Enhancing Financial Well-Being" at the Academic Research Colloquium! The Academic Research Colloquium is an international meeting of researchers, practitioners, graduate students, and leaders of financial planning practice. It is hosted annually to gather, share, and showcase rigorous, relevant research within financial planning and other disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice. Nasima received remarkable feedback for her outstanding presentation. We couldn't be prouder!

Photos from School of Financial Planning - Texas Tech University's post 12/12/2023

Congratulations, , Morgen Nations, for winning one of the best paper awards at the 2023 CFP Board Academic Research Colloquium! Morgen presented her paper "Social Media and Speculative Investing: An Examination of Social Media as an Information Source for Investing in Highly Speculative Assets" at this year's CFP Board Academic Research Colloquium. The Academic Research Colloquium is an international meeting of researchers, practitioners, graduate students, and leaders of financial planning practice. It is hosted annually to gather, share, and showcase rigorous, relevant research within financial planning and other disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice. We are very proud of Morgen and all of her hard work that landed her the best paper award!

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Videos (show all)

We are thrilled to have six alumni named to InvestmentNews’ 40 Under 40 Class of 2022! The 40 Under 40 program recognize...
Are you ready? We are finalizing activities, lining up speakers and getting excited for a great week at Financial Planni...
Have you applied for Financial Planning Academy? We are excited to host Financial Planning Academy this summer at: Texas...
PFP Ambassador Spotlight: Andrew LamisAndrew will complete his undergraduate studies in May and become a Financial Advis...





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