Financial Planning Track

Financial Planning

Investing in your future

Financial planning is the process of determining whether individuals and families can meet their financial goals and how they can implement and monitor plans to meet those goals. The financial planning option incorporates courses in investments, tax, estate planning, insurance and other financial planning subjects to prepare students for success as professional financial planners.

CFP® Certification education program

Our financial planning option is registered with the CFP Board, meaning that students completing this program have met the educational coursework requirements of the CFP Board’s CFP® certification program. To be authorized to use the CFP®, CERTIFIED FINANCIAL PLANNER and other CFP Board marks, individuals must complete additional examination, experience, ethics and other requirements

Executive programs

Working professionals who already have a bachelors degree and are looking for non-credit, online education to meet CFP Board requirements should consider our online certificate program.

Career options

Finance majors with an emphasis in financial planning have opportunities to excel in career fields including:

  • Investment Planning
  • Retirement Planning
  • Employee Benefits Planning
  • Life Insurance Planning
  • Personal Financial Planning
    • Budgeting
    • Debt Management
    • Education Finance