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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

FINANCIAL PLANNING AND COUNSELING MAJOR
REQUIREMENT SHEET


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.

FINANCIAL PLANNING AND COUNSELING MINOR
REQUIREMENT SHEET

 
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 sit for the
Accredited Financial Counselor Exam

ACCREDITED FINANCIAL COUNSELOR INFORMATION AND REQUIREMENTS

 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!

 

 

 

 

Last Updated: 5/16/24