Financial Planning and Wealth Management

Money affects almost every major decision people make. Financial planners help people navigate some of life's biggest financial decisions, from paying for college and buying a home to investing, managing risk, building wealth and preparing for retirement.

Here's what you should know about the Financial Planning and Wealth Management (FPWM) major at WP and where it can take you.

THE PROGRAM

WP's BS in Financial Planning and Wealth Management trains you to give financial advice as a fiduciary, meaning you put your client's interests first.  At WP, you'll develop expertise in investments, retirement, insurance, taxation, estate planning and personal financial planning while learning the technology used by today's financial professionals. Finish the degree, and you qualify to sit for the CFP exam, one of the most sought-after designations in the field. There's also a 4+1 option to earn your MBA.  

Why WP?

• CFP Board registered making students eligible to sit for the CFP Certification Examination upon completing their degree
• Scholarships available for FPWM majors including those sponsored by the Charles Schwab Foundation.
• CCOB was named one of the Nine Colleges with the Best Financial Planning Programs by WealthManagement.com. 
• Students and faculty attend industry conferences nationwide and compete in collegiate competitions
• Dedicated student organizations such as the Financial Well Being Club (link) and Student Investment Club (link)
• Strong support from our Financial Planning and Wealth Management Program Advisory Council dedicated to providing knowledge, networking benefits and financial support