Financial Planning Track

What is Financial Planning?

Certified Financial Planner Board of Standards, Inc. (CFP Board) defines financial planning as “a collaborative process that helps maximize a client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the client’s personal and financial circumstances”. The aging population, the reality of shorter employment tenures and the movement of retirement responsibility from the employer to the individual worker all contribute to the increasing need for the services of financial planners. This increasing need opens doors of opportunity for industrious and imaginative people who have learned to apply sophisticated financial planning techniques.

Choose Personal Financial Planning as a Career

Recognizing financial planning’s occupational benefits, the recent U.S. News ranked financial advisor as the No. 4 best business job in the country. The Bureau of Labor Statistics reported that the average annual salary for personal financial advisors was double compared to average of all occupations.

According to the Bureau of Labor Statistics, demand for personal financial advisors is expected to grow at a faster than average rate of 7% through 2028.

The opportunities are plentiful and growing fast for those who want experience at large Financial Advisory firms such as Merrill Lynch, Vanguard, Charles Schwab etc., as well as at fee-only financial planning firms, such as Oxford Financial Group, Rockefeller & Co, and Shepherd Kaplan, etc. Opportunities also abound at smaller local and regional financial planning firms, as well as the possibility of starting one’s own practice.

You can find additional information about the financial planning profession at the CFP Board’s website: www.CFP.net, and review its career guide (PDF).

Why Financial Planning Track at SU?

• Continuously registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board) since September 2002
• Upon track completion, meet the educational requirement for the CFP^® certification – standard of excellence in financial planning.
• A variety of career opportunities. Graduates can work for financial services firms as financial advisors, wealth management advisors, client relationship managers, financial analysts, investment managers, financial services representatives, accountants, estate planners, brokers, and in various other roles. They can also start their own financial planning practice.
• Scholarship opportunities:
  - Wealthspire Advisors (Formerly StratWealth) Financial Planning Scholarship - $1,000
  - Comprehensive Financial Solutions Next Gen Scholarship - $1,000

Financial Planning Track Courses and Curriculum

In additional to studying general principles of financial planning, students receive intensive instruction in Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, Professional Conduct & Fiduciary Responsibility and Interpersonal Communication as well as broader business topics.

Visit our catalog to see the requirements for the track:

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