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What Can You Do With A Major In Financial Planning?

Financial planning is a branch of the finance advising field that caters to individual clients rather than corporations or businesses. Financial planners collaborate with a client to present a set of strategies. Many financial planners work with the same client for years, revising plans according to the economy, helping to reach long and short-term goals. A good financial planner understands investments, taxes, estate planning issues, expense control, debt reduction, and individual risk tolerance. Certifications in the field are encouraged.

 

Financial Planning Program

Career Paths

Corporate

Insurance

Investments

Money Management

Public/Government

Real Estate

Job Titles

Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Financial Advisor
Financial Consultant
Investment Advisor
Personal Financial Specialist (PFS)

Employers/Work Settings

Brokerage Firms
Commercial Banks
Financial Planning Firms
Insurance Companies
Investment Firms
Mutual Fund Companies

Professional Associations

Job Search Information