Personal Financial Planning

Our Program

Have a head for business and a heart for people? Personal financial planning can set you on the path to an exciting career helping people meet their financial goals. As a student, you will tackle both quantitative courses in retirement planning, investment planning, tax planning, insurance planning, and estate planning, as well as courses focused on learning how to understand and help people. These courses include family relationships and financial counseling. A combined emphasis on understanding financial products and how they work, as well as the role of family in financial decisions, helps you build a solid foundation that prepares you to thrive in this in-demand profession.

Program Highlights

  • Graduates who receive their bachelor’s degree are eligible to sit for the CERTIFIED FINANCIAL PLANNER™ and the Accredited Financial Counselor® exams
  • Choose an elective track in sales, entrepreneurship, investment management or family financial planning
  • Dedicated peer mentoring program uniting underclassmen with upperclassmen
  • Two professional development events specifically for personal financial planning students
  • National conference and industry competitions
  • Professional internship requirement
  • Dedicated student organizations
100% employment rate
$45,000 median starting salary
Consistently ranked as a top program nationally

Career Opportunities

  • Financial Planner
  • Investment Advisor
  • Wealth Manager
  • Trust Officer
  • Entrepreneur
  • Employee Benefits Administration
  • Financial Counselor
  • Insurance Agent

Learn more about our Personal Financial Planning program