Educating tomorrow's financial planning professionals and researchers

Welcome

The Department of Personal Financial Planning, in the College of Human Environmental Sciences, is nationally and internationally recognized for its premier education, research, and outreach programs. The department offers undergraduate, graduate, and certificate programs that are registered with the Certified Financial Planner Board of Standards, Inc. These programs meet the education requirement needed to sit for the national CERTIFIED FINANCIAL PLANNER™ exam. The award-winning faculty provide an ideal environment for student success. Students have excellent opportunities to engage in professional development, intern at leading financial planning firms, participate in peer financial coaching in the Office for Financial Success, and conduct research that addresses critical financial needs and informs theory and policy development.

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CFP Board logo

CFP Board-Registered Program
Meets Educational Requirements for the CFP® Exam


AFCPE Approved Education Program

 

Meets Educational Requirements for the AFC® Exam

PFP Students Serve as Interns in the OFS
The Office for Financial Success is run by our students – graduate, undergraduate, and interdisciplinary minors – who share the mission of improving the financial lives of their peers. Before serving as financial counselors, students are trained through course-work and supervised experience.

Learn Your Risk Tolerance
It’s Research-Based! Want to improve your personal finances? Start by taking this quiz to get an idea of your risk tolerance–one of the fundamental issues to consider when planning your investment strategy, either alone or in consultation with a professional.Take Quiz

Mizzou Financial Planning Association
Conner Thompson beside FPA logo

Conner Thompson, President

PFP Spotlights

 

Logan Sullivan

Senior

MU Personal Financial Planning

Cliff A. Robb, PhD

Associate Professor

University of Wisconsin-Madison

Rui Yao, PhD

Professor

MU Personal Financial Planning

Emily Meyer

Internship Spotlight: Emily Myer

Emily Meyer, a freshman in the Department of Personal Financial Planning, interns with Sundvold Financial in Columbia, Missouri. “Being a freshman,” Emily says, “and being able to intern at Sundvold Financial really familiarized me with my future career.”

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Jesse Hall and columns

MU – A Top 10 University for Financial Planning

The University of Missouri is listed as a top 10 university for financial planning. The listing is drawn from a Financial Planning survey of universities that offer CFP Board-Registered Programs. Congratulations to the Mizzou personal financial planning students, staff, faculty and alumni who are dedicated to this quality program.

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International Financial Planning Initiative

There has never been a better time or greater opportunity for Chinese students who have an interest in financial planning. With blooming economic development and growth in China’s middle class, the demand for personal financial planners has grown. In response to this need, the University of Missouri is offering a one of a kind degree program in personal financial planning.

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