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About Personal Financial Planning

Personal Financial Planning is nationally and internationally recognized for its premier education and research programs. The program offers undergraduate, graduate, and certificate CFP Board-Registered programs that prepare students to meet the education requirement to sit for the national CERTIFIED FINANCIAL PLANNER™ exam. Students may also prepare for the Certified Retirement Counselor® (CRC®) or Certified Retirement Administrator® (CRA®) designation, or take the exam that leads to earning the Accredited Financial Counselor® (AFC®) designation. Graduates are employed as financial planners, private wealth manager, investment strategist, employee benefits advisor, retirement benefits administrator, insurance specialist, financial counselor, compliance officer, client service manager, trust & estate administrator, extension agents, and consultants or counselors in financial, social, educational, legal, and government agencies. The award-winning faculty provide an ideal environment for student success. Students have excellent opportunities to intern at leading financial planning firms and to conduct research.

DID YOU KNOW

Our Office for Financial Success offers no-cost financial counseling and tax preparation?

Mission Statement

Discovering and delivering solutions to challenging problems in the area of personal finance. We do this through

  • Research
  • Education
  • Engagement and
  • Training the next generation of CFP® professionals for exciting and rewarding careers.

Why Personal Financial Planning?