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Institute of Personal Financial Planning

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. Kansas State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® certification marks. CFP® Certification is granted only by the Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Institute of Personal Financial Planning

Undergraduate Program
Ann Coulson, Ph.D., CFP®
Assistant Professor
Family Studies and Human Services
Personal Financial Planning
Kansas State University
314 Justin Hall
Manhattan, KS 66506-1403

785-532-5510
785-532-5505 fax
lcoulso1@k-state.edu

Student Organizations

We have two undergraduate student organizations – Financial Planning Association (FPA) of Kansas State University and Invest-a-Cats. Students are also encouraged to apply to be a peer financial counselor through Powercat Financial Counseling.

FPA @ K-State Group

The primary student group is an outreach of the Financial Planning Association of Greater Kansas City. Students have the opportunity to meet leaders in financial planning and travel to regional and national conferences.

Upcoming Events

See www.fpakc.org for upcoming events in Kansas City. Check back in the fall for student meeting information.

Invest-a-Cats

Invest-a-Cats offers students hands-on experience in gathering, investing, and distributing assets for charitable purposes. Students apply classroom knowledge to real world decisions. Working with the KSU Foundation, the group builds a donor base, makes investments and manages a portfolio. Students gain experience managing the endowment’s principal while preserving the ability to make distribution decisions in the form of student scholarships.

Upcoming Events

Check back in the fall for student meeting information.

Powercat Financial

Powercat Financial provides FREE information and education to currently-enrolled K-State students who are seeking help with issues such as:

  • Budgeting
  • Credit use
  • Saving
  • Identity theft
  • Managing debt
  • Student loan management
  • Transitioning to work after college