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This major is designed for students who want to pursue a career in financial planning and wealth management. Firms may work primarily with individuals and families, or in some cases may also manage assets for foundations, trusts, or employee retirement plans. Financial planning professionals work in client-facing roles advising clients as well as in back-office positions managing plan development, asset management, operations, and compliance. As a CFP Board-Registered curriculum, the major combines the traditional finance curriculum with the education requirements for a student to take the Certified Financial Planner (CFP®) examination after graduation. Certified Financial Planner™ is the most widely recognized professional designation within the financial planning profession.
Application and Transcript Letter of Intent/Statement of Purpose, 3 Letters of Recommendation, Resume/CV Sample research/writing sample.
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