Financial Planning, B.S.
Undergraduate Studies

Become a personal financial advisor who helps clients manage risks, invest wisely and achieve their financial goals.

As a financial planning major, you will learn to provide competent, ethical guidance for individuals and families as they manage their finances and plan for the future. Immaculata’s emphasis on service and ethics will prepare you to become a trustworthy, service-oriented personal financial advisor who provides financial advice with integrity.

Opportunities

You will participate in hands-on classroom experiences and a required financial planning internship.

You will take a capstone course in which you practice analyzing personal financial situations in light of economic and regulatory issues, evaluating clients’ objectives and values to develop an appropriate strategy, and formulating and communicating a financial plan tailored to clients’ needs.

Where Can I Work?

This program provides the required coursework you need to take the certified financial planner (CFP) exam. Once you have passed the exam and completed the required hours of related professional experience, you may apply for CFP certification. Earning this credential qualifies you to analyze your clients’ financial needs and provide sound advice on topics such as:

  • Insurance and risk management
  • Investment planning, securities analysis and asset allocation
  • Retirement planning
  • Estate planning
  • Income and estate tax planning

As a personal financial advisor, you can earn a median salary of $88,000 in a profession with faster than average job growth, according to the Bureau of Labor Statistics. America’s aging population is creating a high demand for financial planners. Immaculata’s location in southeastern Pennsylvania puts you in close proximity to many potential employers, including Vanguard, one of the world’s largest investment management companies.

5 Reasons to Major in Financial Planning (or 6, if you have math phobia)

If you want to use your planning skills to help people, consider majoring in financial planning at Immaculata. Get ready for a rewarding job helping people manage their personal finances, invest wisely and strategize for their future. And, since financial planning is a relationship-driven service, it’s perfect for those who like working with people and helping them reach their objectives.

1. High Job Satisfaction

Working as a financial advisor is one of the best jobs you can get—#44 out of 100, according to US News & World Report. In this career, you will use your business expertise to help your clients develop comprehensive financial plans and enjoy peace of mind as they buy a house, start a family, save for college, manage taxes, purchase insurance, change careers, inherit money and prepare for retirement.

>      Continue Reading

Discover Immaculata

Grounded in IHM tradition and charism since 1920.

Find out what an IU education can do for your mind, your character and your future.