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UVU Personal Financial Planning Students Receive $5,000 Scholarships from TD Ameritrade and Visit Wall Street

5 August 2014 No Comment

August 5, 2014

For Immediate Release

University Marketing & Communications: Melinda Colton | 801-863-6807

Written by: Kellene Adams | 801-863-8504

Woodbury School of Business personal financial planning (PFP) students Timi Jorgensen and Lauren Loucks received two Next Gen $5,000 scholarships from TD Ameritrade to help them continue their bachelor’s degree in personal financial planning.To celebrate their distinctive achievements, Jorgensen and Loucks, along with eight other scholarship recipients, were invited to New York City in July as guests of TD Ameritrade Institutional for a one-day visit to Wall Street. The winners enjoyed a tour of the Financial District, strolled the famous trading floor of the New York Stock Exchange and rang the closing bell to help raise awareness of the career opportunities in financial planning. In addition, they were interviewed for feature articles in both Investment News and Financial Planning Magazine.

“I came to UVU specifically for the PFP major. I really love the one-on-one client professional relationships and helping people learn where they want to go,” said Jorgensen of the nationally ranked program. “A PFP career gives me the best of both worlds — earning potential and flexibility.”

Loucks joined the PFP program in Fall 2012 looking for hands-on experience that could prepare her for a full-fledged career. “The professors in the PFP program have given me great educational and business networking experience,” said Loucks. “I’m at LJ Cooper where the partners are teaching me so much every day. They completely understand the balance of being a student and working as a paid intern.”

Armed with a degree, a ready-to-hire resume and an unparalleled work ethic, graduates of Woodbury’s PFP program are ready to hit the professional deck running. Industry experts forecast a need for 300,000 financial planners within the next decade, with a specific, with a specific need for female.

The Woodbury PFP program boasts 100 percent employment, with every graduate working in competitive salaried positions with exceptional financial planning firms including but not limited to: LJ Cooper, Fidelity Investments and Paragon Wealth Management. Woodbury School of Business is accredited by AACSB International, the premier business school accrediting body. The PFP program is one of a limited number of dedicated bachelor programs in PFP located within an AACSB-accredited school of business. For more information visit www.uvu.edu/woodbury/personal-financial-planning.

UVU students Timi Jorgensen (front row, far left) and Lauren Loucks (front row, next to Timi) participate in ringing closing bell on Wall Street.

UVU students Timi Jorgensen (front row, far left) and Lauren Loucks (front row, next to Timi) participate in ringing closing bell on Wall Street.

 

 

 

 

 

 

 

 

 

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