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FINANCIAL PLANNING PROGRAM

Financial Planning Video

With a growing demand for qualified personal financial planners, now is the time to become a Certified Financial PlannerTM professional, as the CFP® certification can open the door to more and better opportunities.

At a time when unemployment is soaring and many Americans are reaching retirement age, the need for personal financial planning expertise is greater than ever. Recruiters and prospective employers recognize CFP® certification as the most desired designation in this growing field.  Read the CFP® Brochure.

Our Financial Planning Emphasis within the Consumer and Community Studies major and our Certificate Program in Financial Planning are registered with the Certified Financial Planner Board of Standards. The programs meet specific criteria set forward by the CFP® Board for educating individuals who wish to fulfill the Education component for obtaining CFP® certification. Individuals who meet the CFP® Board’s education requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the Education and Examination components completes two of the four core prerequisites to obtain CFP® certification. 

Which option is right for you?

  • Major in Consumer and Community Studies with Financial Planning Emphasis

This option is great for students seeking their bachelor's degree. It is a short major with many online and evening class options. Click the link for more info:  Consumer & Community Studies major with Financial Planning Emphasis requirements

  • Certificate in Financial Planning

                                  If you are working towards your Bachelor's degree and are majoring in something other than Consumer and Community Studies with the Financial Planning Emphasis. Click the link for more info about the certificate Certificate in Financial Planning

*Students MUST fill out and submit the following form to initially register with the certificate program and to complete the program:  Certificate in Financial Planning initial registration form

                                 If you already have a Bachelor's degree you can obtain the Financial Planning Certificate via the U's Professional Education program. For more info about this option visit the Professional Education website HERE . Students will fill out the registration forms throught the Professional Education office.

Learning Objectives:

Upon successful completion of the financial planning programs, students should be able to:

  1. Demonstrate expertise with advanced professional issues in personal financial planning, including regulatory compliance, investment, retirement, risk management, insurance, tax and estate planning. Effectively apply and integrate this information in the formulation of a financial plan. (Knowledge Base)
  2. Adhere to financial services regulations and apply CFP Board Financial Planning Practice Standards. (Ethics and Rules)
  3. Establish the relationship with a client and effectively communicate the financial plan, both orally and in writing. (Communication)
  4. Collect all necessary and relevant qualitative and quantitative information required to develop a financial Plan and gather client data (Data Collection)
  5.  Analyze and evaluate the client’s financial status, personal values, and family priorities. (Analysis)
  6. Develop comprehensive plans, present financial planning recommendations, and implement financial plans. (Plan Development and Implementation)      

The Financial Planning program is also affiliated with the Personal Money Management Center (PMMC) at the University of Utah. Please visit PMMC’s website for more information about their mission: http://personal-money-management.utah.edu.

For any questions please contact an Academic Advisor:

Advising

Financial Planning Association -- University of Utah Chapter

Join the University of Utah Chapter of the Financial Planning Association (FPA) to have the opportunity to meet with financial planning professionals and discuss networking, resumes, and service opportunities. The current chapter president is Micheal O'Brien.

Student chapter members are encouraged to join FPA of Utah (utahfpa.org), which has a special discount for its student members. A membership with FPA of Utah provides benefits designed to help students succeed in internships and education, in addition to access to an online career center.

Students in our program are strongly encouraged to register an Online CFP Board Account

Questions? Email Program Director: Dr. Zhou Yu (zhou.yu@fcs.utah.edu).

Last Updated: 9/25/17