Recognizing the crucial role of financial professionals who help individuals manage their money through assisting with budgeting, investing, insurance, and other financial needs, the Finance Department is now offering a Financial Planning major and program that offers meaningful co-curricular opportunities to support targeted classroom learning.
This program and major is carefully designed to directly support the mission and goals of the Certified Financial Planner Board of Standards, Inc. (CFP Board), the organization that grants the CFP® certification and upholds it as the recognized standard of excellence for competent and ethical personal financial planning. Our graduates leave our program qualified to sit for the CFP® certification and ready to enter the profession and contribute immediately.
Financial Planning students can work in such careers as
In addition to the major, students also can pursue a minor or certificate in Financial Planning.
Outstanding CoB faculty teach our Financial Planning courses. To learn more about each professor, click the hyperlinked name.
Go to the Graduate and Undergraduate portions of our site to learn more about the programs, majors, minors, and certificates we offer.
Students who are in the CoB have many levels of support, from software, to access to additional information, full-time academic advisers and a full-time internship staff person and a career center.
Finance students should pay attention to announcements for competitions like the Financial Planning Challenge, which the team from The University of Akron won.
Financial Planning students will be working with software such as MoneyGuide and Morningstar Advisor Workstation, among others. The Department of Finance also offers a Resources Center that has texts – including review materials – and calculators available to students.
Full-time CoB academic advisers are dedicated to supporting students who need questions answered and help navigating class schedules. Visit the Undergraduate Advising page for additional information.
The CFP Board Career Center serves as a valuable tool to link graduates and students to a broad selection of jobs and internships in financial planning all across the country. It's also a dynamic clearinghouse offering vital career, professional development and industry information to those pursuing or considering a career in financial planning.
Almost without exception, in interviews of graduating seniors students cite their involvement in student-run organizations as one of their most meaningful co-curricular activities. The student-run Financial Planning Student Association (FPSA) gives students the opportunity to learn about financial planning, meet practicing financial professionals, obtain internships and employment, and develop interpersonal and leadership skills. The organization holds regular meetings and manages yearly national conference participation.Sign up for the Student FPA Chapter at https://uakron.presence.io/organization/financial-planning-student-association.
The link to CFP Board website and its many useful resources is https://www.cfp.net/. You also can create a Board account for yourself, by going to www.cfp.net/become-a-cfp-professional/create-your-online-cfp-board-account.