The Personal Financial Planning degree program is registered with the Certified Financial Planner Board of Standards, Inc. allowing graduates to sit for the comprehensive CFP® examination to earn the right to use the CFP® designation. Coursework includes principles of personal financial planning, investments, insurance, taxation, retirement planning, and estate planning, complemented by courses that develop an understanding of the economic and social contexts within which clients make financial decisions. Graduates excel in providing client–centered financial management advice. Students may prepare for the Certified Retirement Counselor® (CRC®) or Certified Retirement Administrator® (CRA®) designation, or take the exam that leads to earning the Accredited Financial Counselor® (AFC®) designation. Graduates are employed as financial planners, private wealth manager, investment strategist, employee benefits advisor, retirement benefits administrator, insurance specialist, financial counselor, compliance officer, client service manager, trust & estate administrator, Extension agents, and consultants or counselors in financial, social, educational, legal, and government agencies.
Graduates must complete education requirements, pass a national professional exam, obtain professional experience, and agree to adhere to the professional code of ethics before being able to use the CFP® marks.