Schwab Advisor Services and Virginia Tech Dedicate Charles Schwab Financial Planning Suite

Schwab Advisor Services and Virginia Tech Dedicate Charles Schwab Financial Planning Suite

Schwab Advisor Services and Virginia Tech dedicated the Charles Schwab Financial Planning Suite at Virginia Tech’s Pamplin College of Business on Thursday, Sept. 29, 2016. Bernie Clark, executive vice president and head of Schwab Advisor Services, will attend the ceremony to offer remarks about Schwab’s partnership with Virginia Tech to provide education that promotes fiscal responsibility and money management. Clark will be joined by Tim Sands, president of Virginia Tech, and Robert Sumichrast, dean of Virginia Tech’s Pamplin College of Business.

The Charles Schwab Financial Planning Suite is a state-of-the-art facility for education, outreach, research, and innovation. The suite was made possible through a grant from the Charles Schwab Foundation as part of Schwab Advisor Services’ efforts to inspire and develop the next generation of independent advisor talent and create awareness of the industry by bringing the conversation to campuses. The grant will also allow Virginia Tech to offer courses that complement the Financial Planning Program, including:

  • Financial Concepts and Skills – key financial concepts and computational acumen
  • Investments: Debt, Equity, and Derivatives – financial theory, knowledge of securities and markets, and introduction to financial analysis
  • Financial Planning Technology and Modeling – use of professional software applications to support financial planning and client relationships
  • Personal Investing and Financial Decisions – introduction to managing personal finances and investments


Charles Schwab believes in the power of investing to help individuals create a better tomorrow. They have a history of challenging the status quo in the financial services industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing clients’ goals with passion and integrity. More information is available at Follow them   on TwitterFacebookYouTube, and LinkedIn.


Charles Schwab Foundation is a private, nonprofit organization funded by The Charles Schwab Corporation. Its mission is to create positive change through financial education, philanthropy, and volunteerism. The Charles Schwab Foundation is classified by the IRS as a charity under section 501(c)(3) of the Internal Revenue Code. The Foundation is neither a part of Charles Schwab & Co., Inc. (member SIPC) nor its parent company, The Charles Schwab Corporation. Charles Schwab Foundation and Virginia Tech are unaffiliated entities. More information is available


Virginia Tech takes a hands-on, engaging approach to education, preparing scholars to be leaders in their fields and communities. The Financial Planning Program prepares students for a career characterized by high employment satisfaction and rapid growth opportunities. Financial Planning program graduates may pursue career paths in the rapidly growing financial services industry. Opportunities includes financial planning firms as well as other companies that provide related products and services such as banks, insurance companies, brokerage firms; providers and employers offering employee benefit planning/consulting; or other private- or public-sector outlets that support financial management and literacy. More information is available at

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