Financial Planning


Help Others Achieve Their Financial Goals

Financial planners provide advice about budgeting, insurance, investments, tax management, retirement and estate planning to help clients attain and maintain financial stability.

What You'll Study

The minor in financial planning is ideal for business and non-business majors. In this five-course (20 credit unit) program, you’ll gain the professional skills required to develop comprehensive financial, investment, estate and tax plans. The minor program also fulfills the education requirements to be eligible to sit for the exam portion of the of the Certified Financial Planner (CFP®) designation—the gold standard in this profession.

Financial Planning Advisory Council


The CFP® Board is a nonprofit professional regulatory organization that requires education, ethics requirements, examination, and experience for CERTIFIED FINANCIAL PLANNER® certificants. Along with completing the financial planning coursework and passing the CFP® Certification Examination, the CFP® Board also requires successful CFP® certificants to have financial planning-related work experience and adhere to their Code of Ethics and Professional Responsibility.


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