Business Administration
Offered As:
Major
Credits Required:
120
Format
In-Person
What better place to earn a degree in financial planning than at a university that invests in your success. Kutztown University is the only state school in eastern Pennsylvania to offer a Certified Financial Planner (CFP®) Board Registered program.
Our personal finance degree not only prepares you for the CFP® exam but allows you to work with real CFP® professionals on campus. Because of our strong career preparation, KU graduates have found full-time roles with places like Vanguard, Bank of America and ADP.
Our financial planning degree is the first step to becoming a certified financial planner. Why? Because you will need to meet certain education requirements before taking the CFP® exam. And our degree meets those requirements.
Along with a guaranteed CFP® certification, there are many other reasons why business students choose KU:
Get one-on-one support and guidance from your professors.
Here at Kutztown University, our financial planning courses prepare you to work in a public, corporate, government or personal finance agency.
Your classes will teach you the advising, problem-solving and analytical thinking skills that all CFP® professionals need.
Program Highlights:
Student Learning Outcomes
Kutztown prepared me both professionally and personally. I was one of the first students in the AIM program, which is the Applied Investment Management Group for business students at KU, and even though I'm not a prolific speaker, I learned how to present recommendations on where to invest $100,000 of university endowment to the trustees.
Manny Henson ’06, Founder & President, Gamma Wealth ManagementPersonal financial planning is the process of helping individuals and small business owners assess their financial needs. Strategies include budgeting, investing and projecting into the future to achieve your client’s financial goals.
You can take a wide variety of financial courses, including Financial Accounting, Financial Management, Business Strategy and Policy as well as Principles of Marketing.
See the full course list here: Personal Financial Planning Checksheet
To become a Certified Financial Planner (CFP®), you need a bachelor’s degree in a finance-related field through a CFP® Board Registered program.
The best part about pursuing a personal finance degree is that you have career options. Here are potential roles and national salaries, according to the U.S. Bureau of Labor Statistics (2022).
No, an internship is not required for personal financial planning majors at Kutztown. Although, students are recommended to complete one before graduation.