Major

The following courses are required to complete the FPWM major.

7 Courses Required; 21 Credits:

• Investment Analysis and Planning Credits:0
• Taxation Credits:0
• International Financial Management Credits:0
• Estate Planning Credits:0
• Personal Financial Planning Credits:0
• Retirement Planning Credits:0
• Insurance Analysis/Planning Credits:0
• Financial Planning Capstone Credits:0 

Course Requirements Page

FPWM as Dual Major

Add Financial Planning to Your Major. It makes a great double major for accounting, psychology, human resources management, and professional sales majors.

Accounting + FPWM
Tax knowledge + personal financial planning

Psychology + FPWM
Understanding human behavior + helping people make financial decisions

Professional Sales + FPWM
Relationship building + financial expertise.

HR Management + FPWM
Employee benefits, retirement and financial wellness + broader financial planning knowledge 

Careers for FPWM Majors

• Financial Planner
• Financial Advisor
• Wealth Manager
• Investment Advisor
• Client Relationship/Business Development
• Insurance and Risk Management
• Financial Services
• B2B Sales-Market to Advisors (Fund companies, insurance companies, custodians, and software companies)
• Estate Planning/Law School pathway 

THE NUMBERS

• Median 2025 total compensation for all financial planners was $195,000; CFP® professionals with 20-plus years of experience earn a median $360,000.
• BLS projects 10% job growth for personal financial advisors from 2024 to 2034, faster than the 3% projected across all occupations.
• More than a third of today’s advisors (about 37.5%) plan to retire within the next decade.  

TO LEARN MORE ABOUT A CAREER AS A FINANCIAL ADVISOR

[embed videos]

• I Am a CFP® Pro (hear from working financial planners): https://www.cfp.net/about-cfp-board/our-initiatives/diversity-and-inclusion/i-am-a-cfp-pro
• A Career in Financial Planning (CFP Board): https://www.cfp.net/why-get-certified/a-career-in-financial-planning
• CFP Board Career Center (jobs and internships): https://www.cfp.net/for-cfp-pros/career-center
  
  

 About the CFP Designation

The CFP® is considered the gold standard amongst professionals giving financial advice. To earn the CFP®, you need the education (satisfied by a BS in Financial Planning and Wealth Management), a passing exam score, 6,000 hours of experience (or 4,000 through an apprenticeship), and to meet the ethics requirements.  

Do you still have questions about the FPWM Major at WP? Email us at WP-FLEX@wpunj.edu or call us 973-720-2650 or 973-720-3765.