The Financial Planning major equips graduates to take the Certified Financial Planner exam and pursue rapidly growing career opportunities.

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Program Elements

  • Curriculum. Students cover the gamut of topics required by the CFP Board: financial planning, education planning, tax planning, risk management and insurance planning, retirement planning, investment planning, and estate planning.
  • Internships. Saint Rose students with concentrations in Financial Planning have completed internships at Hugh Johnson Advisors LLC, Capital Financial Planning LLC, Northwestern Mutual Life Insurance and Financial Services, MetLife Inc., AXA Advisors, and other firms of distinction.
  • Outcomes. Graduates have launched their careers at the above firms as well as at Ayco (a Goldman Sachs company), SEFCU, and others.

Learning Objectives

Undergraduate Core Learning Objectives

  • Demonstrate the knowledge necessary to fulfill professional goals.
  • Make business decisions based on analysis and evaluation of the data and ethical considerations.
  • Identify global issues and their business implication.
  • Produce and deliver effective oral communications.
  • Produce and deliver effective written communications.