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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).

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Last Updated: 11/14/24