Financial Planning
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duration
4 Years
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format
In-Seat
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location
Charleston
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
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This program is registered with the Certified Financial Planner Board of Standards (CFP Board).
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You will participate in an active Financial Planning Student Organization with events and activities throughout the semester.
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You’ll be prepared for success when you sit for the CFP® Certification exam.
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You will learn to effectively gather and analyze client data to design financial plans to help clients meet life goals.
Program Outcomes
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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
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Expected Job Growth
Qualified financial planning jobs are expected to increase as the number of investors seeking professional advice increases in the next decade.
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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
Assistant Professor and Director of Financial Planning