Benefits of the Program

Professional Development/Mentorship

Local (RIAs) on the Schwab platform will be used to establish a mentorship program for students in their second, third, and fourth years of study. We aim to organize an event for the mentors and mentees in the program at least once a year.

 

Scholarships

The program provides scholarships up to $2,000 for selected students each academic year. Additionally, the program will award $4,000 annually to the top four students from each academic classification.

 

Team Building Events/Activities

Such as camping, game nights, escape room, skating, movie nights.

 

Resources for Academic Improvement

Such as cohort classes, special tutoring and study hall (required for some).

 

Academic Success Communities

Able to live in the same dorms, rooms and areas as other students in the program.

 

Cohort Classes

SPFP students will take all or most of their business and financial planning classes together to build consistent study groups and learn together.

 

Travel to Professional Conferences

The program provides funding for travel for up to two professional financial planning conferences for SPFP students to stay current with the standards in the field, gain insights to the latest regulatory changes, remain current with the latest technological advancements, and to build their professional network.