11 Financial Planning Bachelors Degree Programs in USA

Personal finance is a rapidly growing field. Financial planning and wealth management - a hybrid area of finance and accounting - is diverse, encompassing concepts and techniques used by individuals and businesses to minimize taxes, plan for wealth transfers, form a financial plan, and design savings plans for retirement.

Are you interested in helping families, individuals, organizations, and businesses learn how to save, invest, and grow their wealth? Our Bachelor of Science in Business Administration (BSBA) and Data Analysis – Financial Planning can help give you the tools to make a difference.

Eastern's financial planning certificate program is designed for you if you already have a bachelor's degree from an accredited institution of higher education, and if you are working in the areas of financial planning, accounting, insurance, banking or investment.

The field of financial planning is experiencing substantial growth. The public's need for professional financial advice has been increasing drastically due to the changes in demographics and financial regulation.

The Bachelor's in Financial Planning program provides students with foundational skills and knowledge necessary for a career in financial advising and wealth management. The curriculum covers core are...

The Bachelor of Arts in Business with a concentration in Financial Planning prepares students to become skilled professionals capable of guiding individuals and organizations in achieving their financ...

The graduate certificate in Family Financial Planning is available via a collaborative, inter-institutional program offered through online distance education. Students can complete the certificate program in one calendar year.

The Finance concentration emphasizes a conceptual and applied approach to the development of professional skills necessary for careers in such fields as banking, investments, corporate financial management, financial planning, insurance, and financial services.

The program provides students with a solid foundation in financial planning, focusing on developing skills to help individuals and families manage their finances effectively. Students learn about inve...

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. Manage client portfolios, keeping client plans up-to-date. Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

The program is built on solid business education, career readiness, and preparation for professional certification exams. In response to current professional market demands, curricula have evolved to include more advanced training in analytics and technology to better prepare you for the workplace.