Financial Planning and Counseling
Invest in Your Future
The Financial Planning and Counseling Major program focuses on providing students with a comprehensive understanding of personal finance, investment strategies, risk management, retirement and estate planning, tax planning, and other relevant topics. Students will learn about ethical standards and regulations that govern the financial planning industry.
A major in financial planning and counseling equips students with the necessary tools to help individuals and families make informed financial decisions. It prepares students for careers as financial planners, wealth managers, financial counselors, or advisors working in various settings such as financial planning firms, banks, insurance companies, or as independent consultants.
Throughout the program, students may have opportunities for internships or practical experiences to apply their knowledge in real-world scenarios. They are encouraged to pursue certifications as a Certified Financial Planner™ (CFP) and/or as an Accredited Financial Counselor® (AFC).
Find Your Path
Major
For students with a genteral interest in
Financial Planning & Counseling
Emphasis
For students majoring in Financial Planning and Counseling who plan to sit for the
Certified Financial Planner™ exam.
FINANCIAL PLANNING AND COUNSELING EMPHASIS
REQUIREMENT SHEET
Minor
For students majoring in another subject who have an
interest in Financial Planning and Counseling.
Certificate Undergraduate
For students majoring in another subject who plan to sit for the
Certified Financial Planner™ exam.
FINANCIAL PLANNING AND COUNSELING CERTIFICATE REQUIREMENT SHEET
Accredited Financial Counselor Track
For students wanting to site for the
Accredited Financial Counselor Exam
Professional Education
For individuals who have a Bachelors Degree who plan to sit for the
Certified Financial Planner™ exam.
FINANCIAL PLANNING PROFESSIONAL EDUCATION CERTIFICATE PROGRAM
MAKE AN APPOINTMENT WITH AN ADVISOR TO EXPLORE THE OPTIONS!