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Financial Planning

The concentration in Financial Planning focuses on academic and practical competencies relevant to financial advisors. Graduates of this concentration will be able to:

  • Address challenges, best practices, and industry standards relating to financial planning.
  • Apply strong critical thinking, decision-making, presentation, and writing skills build upon synthesis of knowledge.
  • Provide problem articulation, situation definition, strategic planning, and implementation.
  • Fulfill the education requirement for CFP and AFCPE certificate examination.
  • Analyze and present data to clients.

The concentration in Financial Planning focuses on academic and practical competencies relevant to financial advisors. Graduates of this concentration will be able to:

  • Address challenges, best practices, and industry standards relating to financial planning.
  • Apply strong critical thinking, decision-making, presentation, and writing skills build upon synthesis of knowledge.
  • Provide problem articulation, situation definition, strategic planning, and implementation.
  • Fulfill the education requirement for CFP and AFCPE certificate examination.
  • Analyze and present data to clients.