- Curriculum: In addition to 36 credits of business and accounting courses, the core of the Financial Planning curriculum covers the range of topics required by the CFP® Board mainly through the following courses: tax planning, risk and insurance planning, benefits and retirement planning, investment planning, estate planning, and financial plan development.
- Through the requirement of elective courses in a minor, students are encouraged to develop a focus in Accounting/Taxation, Finance, or Marketing.
- Although this major does not require an internship, students are encouraged to utilize the internship program and obtain practical experience in the financial services industry.
- Interns have been placed at companies such as Ayco, A Goldman Sachs Company, Capital Financial Planning LLC, Northwestern Mutual Life Insurance and Financial Services, MetLife Inc., and AXA Advisors.
Frequently Asked Questions
Most graduates with a Bachelor of Science in financial planning work for banks, securities and commodity brokers, insurance companies, and financial investment firms.
Careers for graduates with a financial planning degree typically become financial analysts, counselors, planners, and risk analysts.
Students can also continue their education and receive their master’s degree in financial planning or related program.
Choosing a degree in finance or a degree in financial planning should be based on your current career goals.
Students in the finance program study a variety of different fields including corporate finance, macroeconomics, financial accounting, and asset management while financial planning is a much more specific program.
If you aren’t sure if financial planning is right for you, a degree in finance can expose you to more aspects of the field.