The financial planning concentration provides students with a comprehensive understanding of personal financial planning principles and equips them with the knowledge and analytical skills necessary to guide individuals and families toward financial security. Students in this concentration study key areas of financial planning, including investment management, retirement planning, tax strategies, estate planning, risk management, and insurance.
As an approved CFP Board Registered Program, our curriculum meets the educational requirements for the Certified Financial Planner (CFP) exam. This means that students who complete the program are eligible to sit for the CFP exam without needing to be sponsored by a firm. With a strong foundation in ethical and client-centered financial planning, students are prepared for careers as financial planners, wealth advisors, and other roles in financial services, helping clients achieve their financial goals.