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College of Business

Personal Financial Planning

Course Requirements Clubs

Financial planning professionals are uniquely qualified to help people solve financial problems and make plans to achieve their financial goals. CWU offers the first Financial Planning program of its kind in the state of Washington. Our CFP (Certified Financial Planner Board of Standards, Inc.) Board-Registered Programs are designed to adhere to rigorous standards and prepare graduates to sit for the CFP Certification Examination upon graduation. When they pass the 10-hour, two-day exam, graduates must complete an additional 6,000 hours of relevant practice to become a CFP Board Certified Financial Planner. Graduates will enter positions at smaller advising firms, banks, accounting firms, national financial planning firms, brokerages, and other financial service providers. Starting in roles such as client service specialists, graduates can find themselves in client-advisory positions within the first five years. 

According to the Bureau of Labor Statistics, the financial advising profession is growing fast due to current professionals retiring and more people seeking financial planning support. U.S. News & World Report identifies financial advisor as the eighth-best business job and 18th-best paying job for graduates.

cbadvising@cwu.edu  509-963-2930

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