• 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.
  • The 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.
  • Finance majors with an emphasis in financial planning excel in career fields including:
    • Investment Planning
    • Retirement Planning
    • Employee Benefits Planning
    • Life Insurance Planning
    • Personal Financial Planning (including budgeting, debt management, and education finance)