University of Charleston

University of Charleston

Business man using calculator with business graphs and charts in office.

Financial Planning

  • duration

    4 Years

  • format


  • location


Program Overview

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

Freshman applicants with a 2.5 or higher high school GPA and transfer students with a 2.0 or higher cumulative college GPA are eligible for general admission to UC and will gain direct entry into this program. Students may apply online or download the admissions application.


Program Highlights

  • This program is registered with the Certified Financial Planner Board of Standards (CFP Board).

  • You will participate in an active Financial Planning Student Organization with events and activities throughout the semester.

  • You’ll be prepared for success when you sit for the CFP® Certification exam.

  • You will learn to effectively gather and analyze client data to design financial plans to help clients meet life goals.

Program Outcomes

  • Job Opportunities

    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
    • Academia/Research
  • Expected Job Growth

    Qualified financial planning jobs are expected to increase as the number of investors seeking professional advice increases in the next decade.

  • Career Options

    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.

Note: “Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”

A commitment to diversity

Diversity is severely lacking in the financial planning profession – and we take that seriously. We believe a more diverse workforce is crucial to the future success of the financial planning profession.

Additional Information

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
John Burdette, Owner, Fourth Avenue Financial
Lynn Clarke, JD, Special Counsel, Bowles Rice, LLP
Christopher Erlewine, CFP®, CRPC®, Buckingham Strategic Wealth
Rossitsa Getskova, MBA, VP and Portfolio Manager, United Bank
David Lanham, ’64, CFP®, AIF®, Co-Founder & Managing Director, LOC Investment Advisers
Wes Richardson, CFP®, CLU®, Managing Partner, Northwestern Mutual
Shoba Sampath, ’86, CFP®, CLU®, AXA Advisors
Drew Tardy, CLU®, ChFC®, McKinley Carter Wealth Services
Jason Thompson, ’86, ’92, MBA, Senior VP & Financial Advisor, Morgan Stanley
Rick Wolford, AAMS(R), CWA, Financial Advisor, RW Baird

Meet the Faculty

Meet the Faculty

Jacob Tenney
Jacob Tenney, Ph.D., CFP®

Assistant Professor and Director of Financial Planning