We are here to provide you with a trusted space to help you achieve higher levels of financial wellness. Get personal financial guidance and education that you can enact and sustain to accomplish your life goals.
PFPA welcomes all students with an interest in personal financial planning. Make friends while you build your résumé.
VITA offers free tax filing assistance to households that are unable to attain professional tax services.
The NEW Money Podcast aims to increase the financial well-being of the local community and students through candid and entertaining conversations about life-money matters.
The Charles Schwab Foundation Center for Personal Financial Planning (CPFP) is a hub for financial literacy and financial wellness. It seeks to increase awareness of personal finance through engagement within UW-Green Bay and the local community. This trusted space welcomes creative and academic student collaborations and inspires community service and philanthropy. The Center fosters alumni and industry partnerships and encourages student career advancement.
Personal Financial Planning students present the fundamentals of personal finance to local community groups and high schools. They talk about cash, credit, coverage, college and careers.
Our program is built in connection with regional Registered Financial Planners, tailoring your education to the skills employers want.
To achieve our goals, the CPFP focuses on three areas of impact: student emotional and financial wellness, financial wellness of the general public and student career placement.
Studies suggest that 70% of students are stressed about their finances, 60% worry about having enough money to pay for school and 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.
Just 18% of Americans say they could live off their savings for at least six months, 41% stress about retirement planning, 46% worry about outliving their savings and 21% of Americans have nothing at all saved for the future. Another 10% 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.
Preston D. Cherry, Ph.D., CFP® is passionate about spreading financial literacy and promoting financial wellness. If you have questions about the Charles Schwab Foundation Center for Personal Financial Planning, just contact us.