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Financial Planning

Distinguish yourself by earning a CFP® Board certified bachelor’s degree from the Coggin College of Business at the University of North Florida

 

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!


 

Why our program?

Our Financial Planning program was recently acknowledged as a leading program by Financial Planning magazine, and is one of only two degree programs in the State of Florida that meet the education requirements to sit for the CFP. All of our financial planning courses are taught by industry professionals with vast experience in their respective fields. Additionally, our program emphasizes the pairing of classroom knowledge with hand-on learning experiences that can be gained through:

FPA Student Chapter- Students have the opportunity to network and learn about financial planning largely via exposure to a wide range of financial planning professionals. The FPA Student Chapter hosts special guests at meetings on campus and also travels to regional and national conferences.

Coggin Career Management Center- Special career-related events for Financial Planning majors are offered annually, including Financial and Financial Planning Employer Mixer and Finance Career Day. Companies seeking students for internships and full time positions attend these events, giving Coggin students direct access to a multitude of recruiters and hiring managers. Additionally, students have access to robust professional development programming that helps them to present themselves effectively at all of the networking and recruiting opportunities that are affiliated with the Financial Planning program. 

Students graduate from our program equipped with industry-specific knowledge and skills that make them attractive employees to a wide-range of financial planning organizations. Our graduates are working in a variety of roles at a wide range of financial institutions in Jacksonville and beyond, including:
  • Financial planning firms
  • Mutual fund companies
  • Brokerage firms
  • Insurance companies
  • Banks 
     

Vision Statement

Our vision is to be the destination of choice in Florida for students seeking a degree in Financial Planning. UNF’s BBA in Financial Planning will prepare every Financial Planning major at UNF to become a competent, committed, and ethical member of the financial planning community through a rigorous curriculum taught by members of the financial planning community.


Mission Statement

The mission of our BBA in Financial Planning is to provide educational, professional, and networking opportunities to assist our students in their efforts to achieve personal and professional fulfillment and to recognize the value of the financial planning process as a way to achieve individuals' goals and dreams. We seek to build a growing student body with the shared goal of our vision.