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Financial Planning

Program Description

As people reach retirement age, buy homes, or invest in stock, they look to those with financial planning expertise for assistance in making sound financial decisions. With the University of Utah’s Financial Planning program, you will be equipped to become a Certified Financial Planner (CFP) and formulate individualized financial plans for your clients to follow. Financial plans allow people to wisely manage their money, determining the best ways to spend and save. The University of Utah’s Financial Planning program is registered with the Certified Financial Planner Board of Standards, allowing students who meet the CFP Board’s education requirement to sit for the CFP Certification Examination. The curriculum covers topics such as compliance, investment, retirement, risk management, insurance, taxes, and estate planning, with the end goal of being able to form working financial plans for clients to follow. With a growing demand for qualified personal financial planners, now is the time to become a Certified Financial Planner professional: recruiters and prospective employers recognize CFP certification as the most desired designation in this growing field. 

Academic and Career Opportunities

If you want to network with other financial planning professionals and gain career skills, be sure to join the U’s chapter of the Financial Planning Association. Upon completion of the program, students will be eligible to sit for the CFP Certification Examination. This, in tandem with the Financial Planning coursework completed at the U, will fulfill two of the four requirements to become a CFP professional. In addition to opening the door to a career as a certified financial planner, this certificate can also prepare you for work as a financial representative, banker, accountant, manager, or human resources specialist.

Last Updated: 8/21/23