Bachelor of Science in Personal Financial Planning

About the Personal Financial Planning, BS

Our degree in Personal Financial Planning (PFP) offers deeper insight into the technology used in PFP, client-planner relationships, and investing. This is ideal for those of you who know you want to become financial planners. Because financial planners work hand in hand with their clients on subjects that are deeply important to the client the development of a deep relationship of trust is necessary to effectively plan. The PFP program helps you understand both the human and quantitative elements of financial planning.

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Why Study Personal Financial Planning at CWU?

CWU offers the only bachelor’s level program in personal financial planning in the Pacific Northwest that allows you to sit for the CFP exam.

Our team of experienced faculty brings a wealth of knowledge and expertise to the classroom. They have industry experience and stay updated on the latest trends and practices, ensuring that you receive quality education and guidance.

“We were so motivated. We went through these classes together, we went to conferences, we studied together. We still talk about that program. We all understood how impactful that program was and what it meant to be the first class in it.” 2019 graduate, Julie Penwell, was part of the first cohort to enroll in the Personal Financial Planning, BS program.

Study Personal Financial Planning at CWU

They have industry experience and stay updated on the latest trends and practices, ensuring that you receive quality education and guidance.

Where is this program offered?

How much does this program cost?

Explore information on Cost, Aid, and Value to make an informed decision about investing in your education at CWU.

Where can I find more information?

Please visit the CWU Academic Catalog for current information about admission requirements, course descriptions, learner outcomes, and credit information.

Careers & Opportunities

With the baby boomer generation transitioning into retirement and subsequent generations moving into new phases of life, this industry presents unique opportunities for professionals. Students receiving this degree typically start their careers in:

  • Financial Planning Firms
  • Investment Firms
  • Wealth Management Firms
  • Broker-dealers
  • Accounting Firms

The mean annual salary for Financial Specialists is $80,370. Eastern Washington is top-ranked as a non-metropolitan area with a high employment rate.


The College of Business is accredited by the Association to Advance Collegiate Schools of Business (AACSB). Only 5% of business schools globally earn the coveted designation.

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Finance & Supply Chain Department

Shaw-Smyser 413

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