Apply for FPA
Financial Planning Academy (FPA) is a week long summer program developed by Texas Tech University and funded by Charles Schwab Foundation. The program that offers rising high school sophomores, juniors, and seniors' education, and training in the core areas of personal financial management. The week will include working in small teams on a financial planning case study, developing a financial plan, and participating in other competitions for scholarships and prizes. In addition to promoting financial literacy among America's youth, the camp will provide insight into the Registered Investment Advisory (RIA) industry and show students the value of financial planning as a profession. This multi-university program will be hosted at the following universities this summer: Texas Tech University, Prairie View A & M, University of Georgia, University of Missouri, Kansas State University, and William Paterson University. The combination of these institutions provides remarkable opportunities to connect with college students, faculty, and career professionals.
This camp is for high school students interested in pursuing a career in business or financial planning. Participants must be entering their sophomore, junior, or senior year in high school. To be eligible, all students must complete the survey andapplication found on the website.
Dates
July 21 - July 26, 2024
FAQ's
The cost for camp, including all meals, activities, and housing, is $150 per camper - a price made possible by the generous support from Charles Schwab Foundation. Participants will be responsible for their own travel arrangements. Funding is available to offset the cost of Financial Planning Academy. See the application for additional information regarding hardship funding.
This camp is for high school students interested in pursuing a career in business or financial planning. Participants must be entering their sophomore, junior, or senior year in high school in Fall 2024.Apply Here
The dress code is casual, shorts, t-shirts, and tennis shoes are acceptable. On the last day of camp, the dress code is business casual or professional (suits, ties, button-ups for gentlemen, blazers, skirts, pants for ladies). All participants will receive a Financial Planning Academy t-shirt upon arrival. Packing information will be available once accepted.
3:00 P.M.
Camper Move-in
6:00 P.M. - 7:00 P.M.
Introductions / Ice Breaker
7:00 P.M. - 8:30 P.M.
Dinner
8:30 P.M. - 10:00 P.M.
Activity / Scavenger Hunt
10:00 P.M. - 11:00 P.M.
Free Time - Supervised
11:00 P.M.
Lights Out
7:30 A.M. - 10:00 A.M.
Wake up & Breakfast
10:00 A.M. - 11:00 A.M.
General Assembly
11:00 A.M. - 12:00 P.M.
Establishing Team Norms / Team Logo
12:00 P.M. - 1:00 P.M.
Marketing & Promotional Plan
1:00 P.M. - 2:00 P.M.
Lunch
2:00 P.M. - 5:00 P.M.
Team Building
5:00 P.M. - 6:00 P.M.
Introduction to Case Study
6:00 P.M. - 8:00 P.M.
8:00 P.M. - 10:00 P.M.
Social Media / App
Team Photos
11:00 A.M. - 12:30 P.M.
Lego Challenge / Worktime
12:30 P.M. - 2:00 P.M.
2:00 P.M. - 4:30 P.M.
Cash & Debt Management Housing Decision
4:30 P.M. - 5:30 P.M.
App Challenge & Exhibit Hall
5:30 P.M. - 7:00 P.M.
Activity - Pool Time
Worktime
10:00 A.M. - 12:30 P.M.
Introduction to the Federal Reserve
Fed NY Speaker
12:30 P.M. – 2:00 P.M.
2:00 P.M. - 5:30 P.M.
Retirement Worktime
5:30 P.M. - 8:30 P.M.
Activity (Business Etiquette Dinner)
Risk Management & Estate Planning Worktime
2:00 P.M. - 3:00 P.M.
How to present a plan
3:00 P.M. - 4:00 P.M.
PFP Presentation / Thank you Letters
4:00 P.M. - 6:00 P.M.
6:00 P.M. - 9:30 P.M.
Activity (Main Event)
9:30 P.M. - 10:00 P.M.
Finalized Worktime
Plan Presentations
12:00 P.M. – 12:30 P.M.
Exhibit Hall Set Up
Exhibit Hall
2:00 P.M. - 2:30 P.M.
2:30 P.M. - 3:30 P.M.
Award Presentation
3:30 P.M.
Camper Checkout
William Paterson University
300 Pompton Road
Wayne, New Jersey 07470
973-720-2000
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