B.S. in finance,
concentration in financial planning
The B.S. in Finance, concentration in Financial Planning prepares students for careers in personal financial advising by equipping them with the knowledge and skills to develop strategic financial solutions for individuals and families.
The program covers investment planning, tax strategies, risk management, estate planning and retirement planning while meeting the educational requirements set by the Certified Financial Planner (CFP®) Board. Through coursework, case studies and hands-on experiences, students gain practical expertise that prepares them to sit for the CFP® exam and succeed in the financial planning profession.
Curriculum
Students in the financial planning program develop a strong foundation in financial analysis, strategic decision-making and ethical financial advising.
The curriculum includes:
- Investment planning and portfolio management
- Tax strategies and estate planning
- Risk management and insurance
- Retirement planning and wealth management
- Financial advising and client communication
Graduates of this program will be able to:
- Analyze financial data to develop informed, client-focused financial plans.
- Compare and evaluate financial strategies using structured analysis and case studies.
- Assess financial planning scenarios with a focus on quantitative, ethical and professional considerations.
- Apply general and professional ethical standards to financial decision-making.
Career Opportunities
Graduates with a financial planning degree are prepared for careers in financial advising, wealth management and personal financial consulting. They may work in areas such as investment strategy, tax planning, estate management and retirement planning. Opportunities exist in financial services firms, banks, insurance companies and independent financial advisory practices.
With growing demand for financial professionals who can guide individuals and families in securing their financial future, this program provides a strong foundation for success in the field.
Potential career paths include:
- Certified Financial Planner (CFP®)
- Financial Advisor
- Wealth Manager
- Investment Analyst
- Estate and Tax Planner
- Retirement Planning Specialist