97%*
EMPLOYMENT RATE
Financial Planning and Wealth Management
Major Overview
The Financial Planning and Wealth Management (CFPF) major is designed for students who want to pursue a career as a financial planning professional, working with individuals, families, foundations, and trusts. As a CFP Board-Registered curriculum, the major combines traditional finance courses with the educational requirements needed for a student to take the Certified Financial Planner® examination after graduation.
Major Course Topics & Skills
- Financial Analytics, Investments (including Debts, Equity, and Derivatives), Corporate Finance, Risk and Insurance, Retirement Planning, Financial Planning Modeling, and Client-Relationship Management
$65K*
MEDIAN STARTING SALARY
*Data based on Class of 2025 First Destination Survey, students seeking employment.
Experiential Opportunities
- BASIS, CREDIT, Finance Club, Finance for Females and Friends (FFF), Financial Planning Association (FPA), Investment Banking Group (IBG), SEED
- Finance Student Advisory Council (FINSAC)
Early Career Roles
- Associate Wealth Planner
- Client Services Associate
- Financial Planner
- Paraplanner
- Relationship Advisor