This program prepares you for a career where you help people reach their financial goals. You will develop expertise across cash-flow, investments, taxation, risk management, retirement, and estate planning, and learn to synthesize that knowledge into plans tailored to each client’s life and circumstances. The curriculum is rigorous, aligned with the CFP庐 Certification framework, and designed to produce planners who see financial planning not just as a profession, but as a way to make a meaningful difference in people鈥檚 lives.
Department:
College of Business
Department chair name:
Matt Vega
B.A., J.D.
Program Coordinator:
Amy Sewell
M.A., CFP庐
Financial planning is a mission-oriented career where you help clients achieve their personal and financial goals. CFP庐 certification is the gold standard of the profession, and as a CFP Board Registered Program, FHU graduates are eligible to sit for the CFP庐 Exam upon completion.
But preparation goes beyond the classroom. Students build real-world experience and professional networks through internships with financial planning practices, wealth management firms, banks, insurance companies, and corporate benefits departments. The combination of rigorous coursework, hands-on experience, and a faculty of CFP庐 professionals prepares graduates for one of the fastest-growing fields in financial services. A Personal Financial Planning degree from FHU develops the competencies, connections, and character to build a successful and meaningful career.
Bachelor of Business Administration Degree in Personal Financial Planning Four-Year Plans
With a rigorous curriculum prescribed by the CFP Board, FHU鈥檚 B.B.A. in Personal Financial Planning prepares you for a successful and meaningful career in one of the fastest-growing fields in financial services. The four-year plan below reflects the recommended course sequence for students entering the program.
A Personal Financial Planning degree opens doors to rewarding careers with strong earning potential and real impact, including:
FHU鈥檚 program aligns with the CFP Board鈥檚 emphasis on integrating cash flow, risk management, investments, tax, retirement, and estate planning to prepare students to deliver comprehensive, client-centered financial plans.
Listed in this catalog under Academics: Liberal Arts Core
Limit II. C. Quantitative Reasoning to MAT 235 Introductory Statistics
| ACC 231 | Principles of Accounting I | 3 |
| ACC 233 | Principles of Accounting II | 3 |
| BAN 225 | Quantitative Business Analysis | 3 |
| BUS 254 | Business Technology | 3 |
| BUS 351 | Business Communication(W) | 3 |
| BUS 354 | Legal Environment of Business | 3 |
| BUS 455 | Business Ethics聽(W) | 3 |
| BUS 459 | Business Capstone聽(W) | 3 |
| ECO 271 | Macroeconomics | 3 |
| ECO 272 | Microeconomics | 3 |
| FIN 385 | Managerial Finance | 3 |
| MGT 241 | Principles of Management | 3 |
| MKT 261 | Principles of Marketing | 3 |
| ACC 430 | Principles of Taxation l | 3 |
| ACC 431 | Principles of Taxation ll | 3 |
| FIN 288 | Personal Finance | 3 |
| FIN 383 | Risk Management | 3 |
| FIN 384 | Introduction to Personal Financial Planning | 3 |
| FIN 387 | Retirement Planning | 3 |
| FIN 485 | Financial Planning Capstone | 3 |
| FIN 486 | Investments | 3 |
Learn more about the value of a Personal Financial Planning degree and how FHU supports students in their career path.
The Bureau of Labor Statistics projects for financial planners from 2024-2034, far outpacing the 3% average growth for all occupations. Demand is being driven by an aging population, generational wealth transfer, and the growing need for professionals who can guide clients through increasingly complex financial decisions in an AI-driven world. As automation handles more technical tasks, professionals who understand the human side of planning, such as relationship-building, empathy, and client decision-making, are becoming increasingly valuable.
As a significant share of CFP庐 professionals approach retirement, a growing is creating exceptional opportunities for the next generation of planners. Financial Advisor was recently ranked as the by U.S. News & World Report. Employers recruit from FHU through the College of Business Launch Career Expos and professional relationships our faculty, alumni, and students build and maintain across the industry.
CFP庐 certification is the premier credential for financial planners, built on four rigorous requirements: Education, Examination, Experience, and Ethics. It signals to employers and clients that you meet a gold standard of competence and integrity.
CFP庐 professionals earn a median total compensation of $185,000, 13% more than planners without the designation. Because FHU is a CFP Board Registered Program, our degree satisfies the Education requirement, making you eligible to sit for the CFP庐 exam upon graduation.
FHU鈥檚 Personal Financial Planning program is designed to help students develop and launch their careers. Students who step up and engage with these opportunities will be best positioned for success.
Industry professionals regularly visit classes and Student Financial Planning Association events, providing insight into day-to-day professional life and valuable networking opportunities. Students can gain real-world experience through professional internships and coursework that emphasize hands-on, practical learning. They can also earn experience hours toward CFP庐 certification while in school, getting them closer to earning the credential after they graduate.
Faculty actively maintain relationships with alumni and employers to connect students to internships and job opportunities. While students are responsible for securing their own positions, we support students throughout the process with guidance on resumes, LinkedIn profiles, and interview preparation.
Personal Financial Planning at FHU is shaped by a conviction that wise stewardship matters, and that helping people make sound decisions with their money is a form of genuine service. Many of our students are drawn to the field because it aligns their faith with their profession. Our program emphasizes honesty, transparency, and a fiduciary commitment to client well-being, principles that are woven into our courses and interactions among faculty, students, and industry partners.
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