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Financial Planning

Financial Planning

Students are introduced to issues of credit management, tax planning, insurance and other risk management strategies, saving and investing, retirement planning, and estate planning.
  • Nationally prominent companies in this area seeking both interns and graduates include State Farm Insurance, Prudential Financial Companies, Northwestern Mutual Financial Network, and Ameriprise Financial.
  • Students find jobs as a Certified Financial Planner™, insurance agent, broker, claims agent, underwriter, personal or commercial banker, investment advisor, credit counselor, or consumer investigator.
  • Internships held during the college years can be important stepping-stones towards a career in the financial planning sector.
  • All students who graduate from the program are eligible to sit for the national CFP™ exam administered by the Certified Financial Planner Board of Standards, Inc.
  • Specific courses required include Intro to Insurance (FIN 230), Personal Financial Planning (240), Tax Policy and Financial Planning (346) and Financial Planning for Professionals (440).

Career Opportunity: Financial Planner, GCG Financial

Nicole Weber
Nicole Weber A financial planner works with individuals and businesses to provide comprehensive, customized financial advice. The planner helps clients establish short- and long-term goals and assess how resources can best be used to achieve them. Read more
Did You Know...

The Financial Planning Club has more than 40 students who complete mock interviews, conduct case studies, and attend professional meetings.