Want to be a CERTIFIED FINANCIAL PLANNER™ (CFP®) or a Certified Retirement Counselor® (CRC®)? Learn to become a Certified Retirement Administrator® (CRA®), or take the exam that leads to earning the Accredited Financial Counselor® (AFC®) designation. Our graduates find employment in various financial management sectors.

CAREER POSSIBILITIES

• CERTIFIED FINANCIAL PLANNER™
• Certified Retirement Counselor®
• Private Wealth Manager
• Accredited Financial Counselor®
• Investment Strategist

CLASSES YOU MIGHT TAKE

• Personal and Family Finance
• Financial Counseling
• Tax Planning
• Community Agencies and Volunteerism
• Estate Planning

Learn about the full curriculum.

• Four-year plan

SIGNATURE EXPERIENCE

One of many unique professional development experiences for personal financial planning students is engaging with real clients from the local community, preparing their tax returns and providing basic financial education through the Volunteer Income Tax Assistance (VITA) program.

INTERNSHIPS & EMPLOYMENT

JP Morgan Chase & Co. • Ameriprise Financial • Berkshire Hathaway • Veterans United Home Loans • TD Ameritrade • JMB Insurance • Core Planning • Synergy Wealth Solutions