Financial Planning

The Financial Planning Concentration is part of the Finance major.

Are you the kind of person who likes to plan ahead, solve problems, and make smart decisions? Do you want a career that combines people skills with financial expertise? In our Financial Planning program, you’ll gain the knowledge and credentials to help individuals and families make confident financial choices—while building a successful, meaningful career of your own.

Learn the skills necessary to assist clients in financially preparing for their future as an independent financial advisor or for a money management firm. The concentration is approved by the Certified Financial Planner (CFP) Board.

You'll dive into topics like investments, retirement planning, tax strategies, risk management, and estate planning, all while developing strong ethical and interpersonal skills. 

Through hands-on coursework, case studies, and internships, you’ll learn how to create real-world financial plans—and make a real impact in people’s lives. Whether you want to work independently, join a financial firm, or support employees through workplace planning programs, this degree prepares you to lead with both confidence and compassion. Upon completion of the major and concentration requirements, students are eligible to take the CFP® Exam administered by the CFP Board, which is an integral part of the prestigious CFP® certification process.

Finance