Financial Planning Degree Online | Earn CFP Certification

Program Overview

The Bachelor of Science in Finance with a concentration in Financial Planning prepares students for a career guiding individuals towards their financial goals. The program covers core financial planning areas, including investments, retirement, estate planning, risk management, and taxes.

Program Outline

Degree Overview:

• Title:
Bachelor of Science in Finance with a concentration in Financial Planning (BS in Finance)
• Overview:
The program prepares students for a rewarding career guiding people toward the achievement of their personal financial goals.
• Prepare students to take the CFP® certification exam.
• Develop skills in personal financial planning, financial plan development, risk management and insurance planning, estate planning, taxation, and retirement savings and income planning.

Outline:

• Program Content:
• Core business knowledge emphasizing communication, entrepreneurial thinking, collaboration, personal and social responsibility, and global orientation.
• Capstone experience that brings numbers to life as students use cutting-edge technology and case studies to analyze and synthesize financial reporting data.

Teaching:

• Teaching Methods:
• Project-based learning where students work through particular client profiles.
• Instructors offer relevant, real-world expertise to help students understand and navigate the field.
• Faculty:
• Brendan Mann, CFP® professional and finance adjunct faculty

Careers:

• Potential Career Paths:
• Investment Analyst
• Account Manager
• Risk Analyst
• Financial Consultant
• Opportunities:
• Employment in banking, insurance, mortgage companies, and credit card firms.
• Work as solo tax preparers, personal financial advisors, or real-estate appraisers.
• Outcomes:
• Projected 13% job growth through 2032, well above the national average.
• Median annual salary of $95,390 in 2022, well above the national wages for all occupations.