Financial Planning

Program Overview

Today’s business environment requires increasingly efficient management of a firm's assets. The Financial Planning major prepares students to plan and manage individuals' and institutions' financial interests. This can include portfolio management, estate planning, tax planning, strategic investing and planning, and financial consulting services.

Financial Planners do what many people don’t like doing for themselves: Figure out how to manage their money. By meeting with clients and then helping them determine budgeting plans, investing decisions, insurance needs, and other financial to-do’s, they get them on track to meet their money goals. This Major qualifies the student to sit for the CFP (Certified Financial Planning) Exam

Graduation Requirements

In addition to completing all required courses for their major a student must also maintain certain cumulative GPAs to graduate:

  • 2.3 overall GPA in all courses
  • 2.0 GPA in major courses
  • 2.0 GPA in business and economics courses

Graduation Deadlines

  • Spring Graduation – Apply by December 1
  • Summer Graduation – Apply by April 1
  • Fall Graduation – Apply by July 1

Academic Resources

Resources are available to help you learn more about the school and major, determine class schedules, requirements, and progress toward you degree.

Before you apply to The University of Akron, contact our Undergraduate Recruiter to answer your questions. Current UA students who want to be admitted to a major should be sure to visit an undergraduate Academic Adviser.

Graduation Planning Summary (GPS). The GPS is a document that lists course titles and additional, supplemental information for you as an Information Systems Management student. When you are admitted to the CBA, you will review the GPS with your adviser, and use it in conjunction with the Degree Progress Report (DPR) (see below). Download your Financial Planning GPS.

Once you are admitted to The University of Akron, you'll use the Degree Progress Report (DPR), which is an online tool you can use to view data regarding course requirements. DPR outlines your degree requirements, marks completed courses, and shows your remaining coursework.

Finance Department

Learn about CBA finance students, careers, organizations that have recently hired CBA graduates, and much more on the Finance Department page.


Once you are a student, The University of Akron and the College of Business offer tutoring services for additional help in many subjects.

  • The University of Akron offers free online tutorials for students to learn to use a variety of software programs, like Microsoft Excel, Word, PowerPoint, Project, Google Docs, and Springboard through Atomic Learning.
  • The CBA offers tutoring on business topics.
  • The main campus library has writing and math Tutoring Services. 

Student Organizations

The College of Business Administration is associated with many student organizations through which you can expand your classroom learning and enhance your leadership, organizational and interpersonal skills. Within these organizations you will meet students from diverse backgrounds and will have opportunities to interact with business professionals, participate in competitions and organize community service projects. Students are encouraged to actively participate in the organization(s) of their choice.