This major will prepare you for positions within the financial services industry, business administration, and leadership, as well as to become a trusted financial advisor. Students will acquire a highly marketable skill set involving theory-based financial knowledge, reliable analytical tools, and the ability to calculate and to apply critical finance-related reasoning from a strategic perspective.
Note: Students receive a Bachelor of Science in Business Administration, with a major in Financial Planning
This program is registered with the CFP® (Certified Financial Planner) Board and is quickly gaining recognition in West Virginia.
Our curriculum is approved by the CFP Board of Standards.
You’ll be prepared for success when you sit for the CFP certification examination.
You will learn to effectively gather and analyze client data to design financial plans to help clients meet life goals.
Potential career opportunities include:
- Registered Investment Advisor
- Accounting/Tax Registered Investment Advisor
- Banking Industry
- Life and Disability Insurance Companies
- Property and Casualty Insurance Companies
- Independent Broker/Dealer
Expected Job Growth
Qualified financial planning jobs are expected to increase as the number of investors seeking professional advice increases in the next decade.
Our program is designed to get you ready for a career in financial planning and advising, and to work as a financial manager, consultant, or in a variety of jobs in the banking industry.
Meet the Faculty
Students must gain general admission to the University of Charleston. A visit to campus to meet with Admissions personnel and program faculty is strongly encouraged.
How Much Will It Cost?
View our Tuition & Fees page for more detailed information on cost.
Curriculum and Course Catalog
Learn more about the course, curriculum and graduation requirements.
Current Financial Planning Advisory Committee Members for the School of Business & Leadership.
Marc D. Arnold, CFP®, Financial Advisor, Ameriprise Financial Services, Inc.
Michael Black, Committee Chair, Partner, Jarrell Black & Co
Lynn Clarke, JD, Special Counsel, Bowles Rice, LLP
Virginia Copley, CFP®, Senior VP, Wealth Advisor Regional Director, BB&T
Christopher Erlewine, CFP®, CRPC®, Arnett Carbis Toothman Wealth Advisors
David Lanham, ’64, CFP®, AIF®, Co-Founder & Managing Director, LOC Investment Advisers
Brian Lescar, CFP®, AAMS®, VP/Portfolio Manager, United Bank
Wes Richardson, CFP®, CLU®, Managing Partner, Northwestern Mutual
Shoba Sampath, ’86, CFP®, CLU®, AXA Advisors
Jason Thompson, ’86, ’92, MBA, Senior VP & Financial Advisor, Morgan Stanley
Rick Wolford, AAMS®, CWA, First VP and Branch Manager, Hilliard Lyons