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Austin E. Cofrin

School of Business

Center for Personal Financial Planning


Center for Personal Financial Planning
The Center for Personal Financial Planning promotes a culture that increases awareness and engagement of personal financial well-being within UWGB and across the NE WI community. The Center provides a design-principled space that welcomes creative and academic student collaborations, inspires community service philanthropy, and promotes improved student and citizen well-being. The Center fosters alumni and industry partnerships and encourages student career advancement by delivering personal finance curriculum and resources held at the Cofrin School of Business Personal Financial Planning Program. 

Students talking
Peer-to-Peer Financial Counseling
CSB PFP students offer peer-to-peer financial coaching to UWGB students on spending plans, positive saving practices, financial aid, employee benefits, and credit. This empowers students to help them achieve their financial goals through a trusted space as students understand fellow students.
Student talking in mic
Financial Literacy Outreach
UWGB PFP students provide fundamental personal finance education to NE WI community organizations and high schools on cash, credit, coverage, college, and career.
Professional dinner
In Connection with Financial Planners
Our program is built in connection with regional Registered Financial Planners, tailoring your education to the skills employers want.

Student smiling
Phoenix PFPA welcomes all students with an interest and passion for personal financial planning and financial services. It provides community building and career development opportunities as a pre-professional organization.
Phoenix Personal Financial Planning Association (PFPA)
Two people talking
VITA offers free tax help to people who cannot afford professional assistance. Volunteers help prepare necessary tax returns for low-income taxpayers, the elderly, and students. The Center will serve as a venue for our existing VITA program.
Volunteer Income Tax Assistance (VITA)
NEW Money Podcast
The NEW Money Podcast talks aim to increase the financial well-being of the NEW community and students through candid and entertaining conversations about Life-Money matters.
NEW Money Podcast

Areas of Impact image

Student emotional and financial wellness warrants our attention. Studies suggest that (70%) of students are stressed about their finances, (60%) worry about having enough money to pay for school, (40%) are concerned about paying their monthly expenses. The financial health of college students in Wisconsin is concerning. Studies show that 64% graduate with debt (leads the nation), the amount of debt carried by WI graduates rank high compared to the rest of the country, and the average debt load of 2018 Wisconsin graduates is $31,705.  


The financial wellness of the general public needs improvement. Just 18 percent of Americans say they could live off their savings for at least six months, 41 percent stress about retirement planning, 46 percent worry about outliving their savings, and 21 percent of Americans have nothing at all saved for the future. Another 10 percent have less than $5,000 socked away for their golden years.

The Center helps promote student career placement where the demand in the financial advice sector expects to grow at a rate of 4% through 2029. This rate expects to increase with the aging population and the sizeable millennial generation demanding financial advice services. Talent demand in this sector is high, where less than 20% are under age 40, and fewer than 5 % are in their 20s.