Financial Planning

The competency credential/minor in Financial Planning is designed to provide a broad background in financial planning for those students who desire to become a CERTIFIED FINANCIAL PLANNER™ practitioner. Students are awarded a certificate of participation after completing the six required courses for the program. Students completing the competency credential, or minor, in Financial Planning are eligible to sit for the CFP® Certification Examination. Prior to certification, candidates also must provide evidence of financial planning work related experience, sign an affidavit disclosing prior business conduct, and agree to adhere to CFP Board's Code of Ethics and Professional Responsibility. For more information on obtaining the CFP® certification, see the program coordinator.

Program Specs

Financial Planning
Financial Planning
Financial Planning

About the curriculum

Classes

View the classes you will be attending in the College Catalog.

Accreditation & Industry Connections
Certified Financial Planner Board of Standards Inc.

CFP Board, a nonprofit regulatory organization, is devoted to educating the public about the benefits of financial planning.

After graduation

According to the Bureau of Labor Statistics median annual wages of wage and salary personal financial advisors were $69,050 in May 2008. The middle 50 percent earned between $46,390 and $119,290. Personal financial advisors who work for financial services firms are often paid a salary plus bonus. Bonuses are not included in the wage data listed here.

Industries with the highest published employment and wages for this occupation are:

Industry Employment Hourly mean wage Annual mean wage
Other Financial Investment Activities 52,400 $52.95 $110,130
Securities and Commodity Contracts Intermediation and Brokerage 39,110 $50.40 $104,840
Depository Credit Intermediation 27,880 $30.77 $64,010
Agencies, Brokerages, and Other Insurance Related Activities 4,340 $43.23 $89,920
Management of Companies and Enterprises 3,440 $36.75 $76,440

*Statistics reported in May 2008

Accounting Advisory Committee

View Advisory Committee.

Advisory committees, which act as recommending bodies to the faculty and administration, consist of in-field professionals who act as partners in the development of curriculum. Their curricular and equipment advice as well as their industry connections and internship opportunities are invaluable to our students and to the growth of our institution.

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