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.

  • Nationally prominent companies in this area seeking both interns and well-trained 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 with a degree in Financial Planning from the University of Illinois' Department of Agricultural and Consumer Economics 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).
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