Home Academics Degrees & Programs Financial Planning, B.S.

Financial Planning, B.S.

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.

At A Glance

Program: Bachelor of Science
Audience: Undergraduate students
Format: Face-to-face classes
Next Start Date: August 26, 2024
Time to Completion Four years

"I chose to pursue a financial planning major because I have always been intrigued by the world of finance and its potential to positively impact individuals' lives. This program appealed to me due to its focus on helping people make informed financial decisions and achieve their goals. One of the key benefits of this major is its practicality, as it equips me with the knowledge and skills to navigate complex financial landscapes, manage budgets and plan for the future. It also provides a strong foundation in investment strategies, taxation and risk management, which are essential skills for me to have in my future career as a financial planner."

Treagan DeFrain

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.

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.

Immaculata Campus - back campus and dome

Reasons to Major in Financial Planning

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.

Business lab classroom with stock ticker

Business Lab

In our new business lab, you have access to real-world business news, financial data and software used by professionals in the industry, giving you a head start in your career.

Just The Facts


Student to Faculty Ratio

With a 10:1 student/faculty ratio, personalized academic attention is a hallmark of Immaculata’s programs.


Academic Programs

Immaculata's 60+ undergraduate programs and 12+ graduate programs provide career-focused education for in-demand jobs.


Clubs and Organizations

Choose from more than 30 organizations to build relationships, broaden perspectives and gain leadership experience.

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.