Learning Outcomes

Students in the? major at ?will demonstrate the ability to:

• ? Analyze a client?s current financial position
• ? Review a client?s risk management needs
• ? Estimate the current capital and future savings needed to fund goals
• ? Prepare and present recommendations for meeting goals
• ? Consider the impact of income and estate tax law on achieving goals

The Financial Planning concentration has required classes in Financial Planning, Risk Management, Investments, Income Tax, Estate Tax, Retirement Planning,? and Financial Plan Development.

This curriculum covers all the major areas of financial planning, including retirement, employee benefits, income tax, estate planning, and risk management. The option is most appropriate for those who intend to enter the financial planning profession as credit counselors, financial advisors, financial planners, wealth managers, or financial product representatives.

Potential Occupations

Financial Planning students are prepared for a number of different careers in business. Internships and volunteer experiences enhance skills and marketability.

Examples of financial-planning-related occupations include, but are not limited to: financial planner, life coach, investment advisor, consumer credit counselor, personal banker, investment wholesaler, insurance agent, and trust advisor.