FPA of MN Visit to University of MN-Duluth


On Thursday, February 5, FPA’s Career Development Committee took a road trip to University of Minnesota’s Duluth campus, home of the first CFP® board-approved Financial Planning Major program in the state. Mike Branham, CFP(r), FPA Advocacy Committee Chair, Sara Kantor, Director, Career Development Committee and Nitya Malik, Vice Chair, Career Development Committee represented FPA at the school’s first Financial Planning Club (FPA student chapter) meeting of the year.

The student directors of this club, Jordan Elling (pictured L) and Mitchell Smyth (pictured R) kicked off the meeting which comprised of 30 students approximately who were eager to learn more about the Financial Planning industry, the role of FPA, and the upcoming FPA Career Day on Friday, Feb 27 in Minneapolis. Mike shared FPA’s vision and goals and the benefits of joining FPA for a student and/or new professional. The group also talked about the opportunities available to students at Career Day – networking, insights from keynote speaker, Sabrina Lowell, CFP® and other round table discussions, and of course possible interviews with 10 reputable, local firms. The meeting concluded with questions from the students and a brief panel discussion with each Mike, Sara, and Nitya sharing how they entered the industry and a tidbit or advice for the students who are still exploring their career options.

A student leaving the meeting shared it was well worth his time to attend the discussion, even though he confessed he had initially attended to only grab some free pizza!

This event was the first step in building closer ties between FPA and its university partner programs.