Rutgers School of Business – Camden

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Introducing the Pathway to Financial Planning Program at RSBC

Rutgers School of Business–Camden (RSBC) is proud to launch the Pathway to Financial Planning (PTFP) Program—a dynamic new co-curricular initiative designed to prepare undergraduate students for successful careers in financial planning. Modeled after the acclaimed Road to Wall Street Program at Rutgers Business School–New Brunswick/Newark, the PTFP Program offers an elite, hands-on experience for high-achieving students interested in entering the fast-growing field of financial advising.

This highly selective, two-year, non-degree program blends academic learning with real-world application. Students accepted into the PTFP Program will:

Thanks to a generous grant from the FinServ Foundation, the program has launched with a fully funded pilot cohort. We’re thrilled to introduce our first participant: Aarianna Aughtry, a rising junior from Memphis, Tennessee. Aarianna is a Computer Science and Digital Studies major in Rutgers–Camden’s Honors College. As a first-generation college student from an underrepresented community, she brings passion and purpose to this opportunity.

Albert Fox, CFP, co-managing partner at Fox, Penberthy & Dehn at Morgan Stanley and a member of RSBC’s Finance Area Advisory Board, interviewed Aarianna during the application process and strongly supported her admission to the program.

“Aarianna has shown a clear commitment to improving her life and the lives of others,” said Fox. “I believe the PTFP Program will help her develop both personally and professionally.”

Meeting a Growing Demand

The launch of the PTFP Program comes at a critical time. The financial advising industry is experiencing remarkable growth:

  • A 28–34% increase in financial advising relationships is projected in the next decade
  • An estimated $124 billion in wealth is expected to transfer across generations by 2048
  • 38% of current advisors—approximately 110,000 professionals—are approaching retirement
  • The Bureau of Labor Statistics projects a 17% growth in financial advisor jobs over the next 10 years

With strong demand for fresh talent, McKinsey & Company calls recruiting students one of the most effective strategies for securing the future of the profession.

Creating an Ecosystem of Opportunity

The PTFP Program represents a critical step in Rutgers University’s broader initiative to build an ecosystem of financial planning education across both undergraduate and graduate levels.

“The PTFP Program bridges the gap between the classroom and the practice of financial planning,” says Dr. David Pedersen, Director of RSBC’s Financial Planning Programs. “It helps students lay the foundation for long-term, successful careers.”

Stay tuned as we continue to grow this exciting new program—and help shape the future of financial planning, one student at a time.

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BLDP Executive Shadowing Application v2

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Student Information

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Shadowing

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Signatures

If I am chosen and matched with an executive, I will follow through and prepare a one-page report giving honest feedback about the experience. The written summary is due by the start of the next semester. By typing my name in the box to the right I am offering my digital signature in lieu of my handwritten signature.

After the shadowing event, I will write a personal thank you letter to the executive and copy Dr. Kaufman-Scarborough and Ms. Bridget Britton for their records. By typing my name in the box to the right I am offering my digital signature in lieu of my handwritten signature.

After notified of a match, students are responsible for providing personal information to the matched executive (e.g., current resume and cover letter with information on career ambitions). The information on this application is for internal use only, for us to match you as well as possible with and executive from among our alumni database.

BLDP Application

The Spring 2023 Application is now open! 

Priority will be given to applications received by November 18. Applications are accepted until all seats are filled. Space is limited, so apply early!

The seminar application process is our gateway for entry into the program. Upon acceptance into BLDP, students will be emailed their acceptance letter plus a special permission number allowing registration for the BLDP seminar.

Requirements

Seminar applications are solicited each semester and require the following:

  1. Completed application form (at the bottom of this page),
  2. For students with GPA 3.0 – 3.49, two (2) letters of recommendation (one academic; one other)

Rutgers-Camden students are invited to apply to apply for enrollment in the BLDP seminar. All applicants are expected to meet both of the following selection criteria:  (1) have sophomore standing or above and (2) have an overall GPA of 3.0 or above. First-semester transfer students will be evaluated based on their GPA earned at Rutgers. Students who fail to meet these admission criteria may still be allowed to apply for (and possibly enroll in) the BLDP seminar, but they will be evaluated on a case-by-case basis.

The director balances evaluations to make final decisions on people accepted for the seminar (up to a maximum of 15-20 each semester).

Students who are admitted to the BDLP are required to adopt the BLDP Code of Conduct. A signed contract is required from each student.

Students may count activities toward “leadership units” that were initiated prior to taking a seminar, as long as those activities occured primarily during their enrollment in their academic program.

Application for Admission to BLDP Seminar

Applications for the BLDP Seminar will be ongoing until class is filled.

BLDP Program Application

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  • Contact Information

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  • Employment Information

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  • In your own words (100-350), discuss the reasons why your application should be considered for the Business Leader Development Program, including what you hope to gain from the program and what you can contribute.

  • Additional Submission Instructions

  • If you need to submit two reference letters, please email them to ldrshp@camden.rutgers.edu. Ideally, you should receive one letter from an academic source (e.g., a former or current instructor), and one from a business source (e.g., a former employer - even if for a part-time or volunteer position).

    Please only submit one application. If you experience any technical problems or need to submit the application again, please contact ldrshp@camden.rutgers.edu.

    Thank you.