Personal Financial Planning

In today’s complex economy, people need help planning for the future. In this program, emphasis is placed on understanding financial products and how they work, as well as the integral role of the family in financial decisions. Students are prepared for careers in financial planning, the insurance industry, banking, retirement planning, personnel benefits, and investments. Graduates of this program will be eligible to take the Certified Financial Planner Certification Examination.

Related career titles

Budget analyst
College/University Professor*
Commodities sales agent
Credit counselor
Employee benefits manager
Financial aid counselor
Financial Planner
Financial service sales agent
Human resources manager
Insurance sales agent
Loan officer
Personal financial advisor
Real Estate Agent
Securities trader

*Additional training needed for these occupations

Related personal financial planning links

Institute of Personal Financial Planning

Association for Financial Counseling and Planning Education

Certified Financial Planner Board of Standards, Inc.

Financial Planning Association

International Association of Registered Financial Consultants

National Association of Personal Financial Advisors