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Financial Planning Academy

Don't miss out on the Financial Planning Academy this upcoming Summer; the program will run August18 - August 22, 2025! Apply TODAY to secure your spot in this competitive program!  

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Financial Planning Academy, developed by Texas Tech University and funded by Charles Schwab Foundation, is a Summer program that offers rising high school freshmen, 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. Each winner of the winning team will receive a $500 cash prize.  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 camp is for high school students interested in pursuing a career in business or financial planning. Participants must be entering their freshmen, sophomore, junior, or senior year in high school. To be eligible, all students must complete the survey and application found on the website. 

📍 New Location – Bigger Experience
Classes will be held at the Cotsakos College of Business at 1600 Valley Road, utilizing the University’s Financial Learning Center—our state-of-the-art trading floor—to give you hands-on experience in an immersive, real-world environment.

🏫 The program will operate on a commuter basis, with classes and activities scheduled from 9:00 AM to 5:00 PM each day. The Financial Learning Center will be open from 8:00 AM to 6:00 PM, offering optional activities before and after the main sessions.

💼 Skills That Matter
Throughout the week, you’ll work in teams, solve real-world financial problems, build your own organization, and develop entrepreneurial and leadership skills. You’ll also connect with professionals from the investment and financial planning industries—great for networking and future career exploration.

*Total Cost with Scholarship: $150 (includesmeals, t-shirt, supplies, prizes, giveaways, etc.) 

*Class Start/End Time: Monday - Thursday  (8:00 am - 6:00 pm)

*Class Start/End Time: Friday (8:00 am - 2:00 pm)

*Location: 1600 Valley Road, Wayne, New Jersey

 

Instructor : Lawrence Verzani, Ph.D.
Dates : 08/18/25 to 08/22/25
Days : Mon,Tues,Weds,Thu,Fri
From : 8:00 am - 6:00pm
Fee : $ 150.00
Course Number : HS-006


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