The Cougar Financial Planning Society (CFPS) is a student-led organization for students interested in a career in financial planning and wealth management. The purpose of the Cougar Financial Planning Society is to develop industry-ready professionals equipped to have success within the financial planning profession. CFPS provides members with a community, professional development, and networking opportunities.
Core Values
Community: At the Cougar Financial Planning Society (CFPS), community is the foundation of everything we do. We foster an inclusive and supportive environment where students from all backgrounds can connect, collaborate, and grow together. Through shared experiences, mentorship, and team based intiatives, our members build lasting relationships that extend beyond the classrom and into their professional careers.
Professional Development: CFPS is committed to preparing students to become industry-ready professionals. We provide hands-on learning opportunities through workshops, certifications, case competitions, and real-world applications of financial planning concepts. From resume building concepts, mock interviews, to financial planning software training we equip our members with skills and confidence to succeed in the financial planning industry.
Networking: We believe meaningful connections create opportunities. CFPS actively connects members with CFP® professionals, alumni, and firms in the financial planning and wealth management industry. Through guest speaker events, firm visits, and industry partnerships, our members gain valuable insights, mentorship, and access to internships and career opportunities that help launch and accelerate their careers.