This career area encompasses several job functions and career paths, including financial planning, wealth management, private banking, insurance, estate planning and trust management, and employee retirement plan education and management. Graduates are eligible to take the Certified Financial Planner® (CFP®) exam to earn the highly recognized designation as a CFP® professional.

Providing financial advice to individuals and families is one of the fastest-growing career opportunities for finance graduates, and is no longer strictly about client acquisition and product sales. Students should have excellent people skills to earn the trust of clients and the desire to support those relationships as the clients’ needs and market conditions change. The CFPF major equips our students with the unique skills necessary to succeed in this industry.

Our graduates have gone on to work for firms such as Accenture, Amazon, Bank of America, Caerus Commodities, Capital One, Citi, Clarabridge, Compass One Healthcare, Deloitte, Deutsche Bank, EDF, Fannie Mae, Freddie Mac, Geico, KBR, KPMG, L’Oréal, Microsoft, Northrup Grumman, SEI, Tios Capital, Tradeweb, and Wells Fargo, among many more!

Current students have been placed in a vast array of companies for their internships encompassing investment banking, consulting, energy and commodity trading, government, investments, financial planning, and corporations.