Over one-third of the financial advisory workforce is expected to retire in the next ten years; more than 240,000 new advisors will be needed just to maintain the current workforce level. Additionally, about $58 trillion in wealth is expected to transfer to the next generation over the next 55 years due to baby boomers retiring. No wonder personal financial advisor is ranked as the fourth best business occupation by U.S. New & World Report, and employment for personal financial advisors is expected to grow much faster than the average for all occupations through 2020!
The financial services major is designed for the student who is interested in a career in the financial services sector which includes personal financial planning, banking, insurance, and related areas.
FIN4128 Financial Plan Development (3 Credits)
Low interest credit cards typically have regular APRs below 13%. That’s roughly the average among credit cards for people with excellent credit.
Jeff Gottlieb, CPA - Financial Services Professor of the Year
Jeff has taught at UNF as an Adjunct Instructor over the past 15 years and joined our faculty on a full-time basis as a visiting instructor during the Fall Semester of 2016. Currently, Jeff teaches the following courses: Individual Taxation, Corporate and Partnership Taxation, and Tax Planning for Financial Decision Making.
Students are actively involved with the financial planning community, according to Professor Oliver Schnusenberg.
The mission of the UNF Financial Planning Association is to give students the opportunity to learn about financial planning, have exposure to financial planning professionals, obtain internship and employment opportunities, and develop leadership skills.
Students can take advantage of interactive content offered by Kiplinger.
Tools for Success: http://www.kiplinger.com/fronts/archive/tool/
The UNF Financial Services Program Mentoring Experience is a one-time commitment of 30 minutes. You will be paired with a mentor based on your career path of interest, discussing what to do upon graduation, and other criteria. Interested in participating? Email your completed form to Oliver Schnusenberg at firstname.lastname@example.org.
Mentoring Experience Form
For more information about the Financial Services Program, please contact Oliver Schnusenberg:
Oliver Schnusenberg, Ph.D., CFP®
Building 42 | Room 3228
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