Financial Planning

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Students in this concentration study finance and economics as they apply to individuals, households, and small businesses in the course of accumulating and using financial resources.

Students are introduced to issues of credit management, insurance and other risk management strategies, saving and investing, retirement planning, and estate planning.

Learn

Study principles of personal financial planning. Master core financial planning topic areas such as investments, tax, retirement, estate planning, higher education planning, general cash flow principles, and risk management. Learn the domains, process and ethical standards you need to become a financial planning professional.

Do

Compete in national financial planning competitions. Network at meetings of national associations such as the Financial Planning Association and the International Association of Registered Financial Consultants. Join an active financial planning club that brings professionals from a variety of backgrounds to campus for networking and educational events.

Advance

Graduate with the qualifications to sit for the Certified Financial Planner™ exam and, upon passing and meeting an experience requirement, hold the CFP® designation. Find work helping people as a CFP® professional as a wealth manager, investment advisor, insurance agent, or registered representative.

 

See current requirements View the eight semester plan

For more information about Financial Planning, please contact:

Craig Lemoine, PhD, CFP®
Director, Financial Planning Program
302c Mumford Hall
1301 W. Gregory
Urbana Illinois 61801
craiglem@illinois.edu
 
Caroline Helton
Academic Advisor
304b Mumford Hall
1301 W. Gregory
Urbana Illinois 61801
217-300-4825
chelton@illinois.edu