Finance Programs

Drive Social Impact Through Financial Planning Expertise

The newly created Financial Planning and Wealth Management [BBA] is a specialized program designed to equip students with the skills and knowledge required to excel in the dynamic field of financial planning. As the complexities of personal finance continue to grow, the demand for qualified financial planners is on the rise. This program aims to fill that need by offering a curriculum that prepares students for the Certified Financial Planner (CFP) examination and provides a holistic understanding of financial well-being. The program empowers you to contribute, lead, and excel in world with an increased demand for personalized financial solutions.

Academic Program

Financial planning students can expect a comprehensive curriculum that covers a wide array of topics essential to personal financial planning. Additionally, the curriculum is integrated with courses on ethics and social welfare policies. This multidisciplinary approach magnifies your ability to serve a diverse range of clients, from the high-net-worth individuals to those seeking financial stability and wellness. Stand out with a degree that's not just about managing wealth, but enriching lives. The program covers topics including:

• Investment Strategies
• Wealth Management
• Estate Planning
• Risk and Insurance
• Tax Planning

Students who are interested in transferring to the Financial Planning and Wealth Management program are encouraged to visit Transfer Partnerships for a list of articulation agreements.

Student Activities and Involvement

• Financial Management Association (FMA) – EMU Chapter
  The FMA club hosts executives and professionals from across various financial industries to speak to students about careers, job placement, and industry related topics. Joining allows you to build your professional network, both with our speakers and fellow students, in a supportive environment. Contact Faculty Advisor Dr. Karen Craig to learn more.
• Eagle Investment Fund (EIF)
  The student-managed Eagle Investment Fund allows students to gain real world investment experience that adds to a student’s financial education, interact with industry leaders, and improve their chances in obtaining investment-related employment. Contact Faculty Advisors Dr. Yu Zhang or Dr. Ivan Rodriguez to learn more.
• Stephen J. Klotz Financial Learning Center
  Temporarily located in G07C Halle Library, the Stephen J. Klotz Financial Learning Center is home to nine (9) Bloomberg terminals for fast access to business news, data and trading tools. The lab is opened during normal library hours and is accessible by key card entry to COB students. Please email LaToya Miller, the Bloomberg coordinator, to obtain key card access.
• Internships
  Students are urged to gain professional work experience through internships that align with their entrepreneurial interests.

Careers

The U.S. Labor Department reports that jobs in financial planning are expected to grow faster than average, at a rate of 17% through 2033. Even better, Financial Advisor was ranked #10 in Best Business jobs by U.S. News and World Report in 2024.

• Personal Financial Advisor
• Wealth Manager
• Estate Planner
• Insurance Consultant