The School of Financial Planning’s summer program introduces high school students to the financial planning profession.

Summary:

Texas Tech University’s Financial Planning Academy, funded by Schwab Advisor Services in Partnership with the Charles Schwab Foundation, is a summer program introducing high school students to personal finance and the financial planning profession through hands-on case studies and scholarship competitions. This year, the program will be held at five universities across the U.S., offering students exposure to the Registered Investment Advisory industry and promoting financial planning as a viable and rewarding career path.

Why This Matters:

• Financial literacy: Encourages financial literacy and career exploration among high school students at a critical decision-making stage.
• Shaping Future: Helps cultivate the next generation of financial planners amid growing demand in the RIA industry.
• Critical Experience: Broadens access to a prestigious, career-oriented experience through national reach and scholarship opportunities.

Texas Tech University’s Financial Planning Academy (FP Academy) has announced locations and dates for its unique summer program. Funded by Schwab Advisor Services in partnership with the Charles Schwab Foundation, FP Academy provides high school sophomores, juniors and seniors with an introduction to personal finance and the financial planning profession. 

This year’s FP Academy will take place at the following locations: 

• June 8-13: Texas Tech University
• June 23-27: The Ohio State University
• July 6-11: University of Georgia
• July 14-18: California State University, Fullerton
• Aug. 18-22: William Patterson University

The FP Academy, established within the College of Health & Human Sciences and sponsored by the Charles Schwab Foundation, is a prestigious summer program designed for rising high school students. Participants engage in a comprehensive financial planning case study, develop detailed financial plans and compete for scholarships and prizes. The program also offers students valuable exposure to the Registered Investment Advisory (RIA) industry and showcases financial planning as a dynamic and rewarding career path.

“We are huge advocates for the financial planning profession and Registered Investment Advisor business model,” said Chris Browning, associate professor and FP Academy national director. “Through the Financial Planning Academy, we are able to provide a national outlet for high school students to gain insight into this growing and meaningful profession. We hope our efforts result in more awareness of our industry and an influx of bright, young talent choosing financial planning as a future career.”