Skip to body

College of Business

Personal Financial Planning

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. 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 senior client-advisory positions within the first five to ten 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.
CWU offers two tracks in Personal Financial Planning (PFP).
The first, a Bachelor of Business Administration with a specialization in personal financial planning, offers the requirements to becoming a financial planner while providing a broader business background.
The second option is a Bachelor of Science in Personal Financial Planning. This course of study offers deeper insight into the technology used in PFP, client planner relationships, and investing. This is ideal for those students who know they want to become financial planners, allowing them to become highly specialized in the field before they graduate.

Available at Ellensburg

Business Administration Requirements

BS in Personal Financial Planning

 

Central Experience

"One of the things that's cool about the courses in the program is that most of them do a deep dive into very specific topics of financial planning such as retirement, insurance, and estate planning. But these are sandwiched by an overview course that sets the tone and a capstone course that brings it all together at the end. I think students will really like the capstone course because they can see and practice putting all the pieces together in that course. This career is highly rated for job satisfaction and pay. It's a great career for someone that likes working with people in a helping, counseling, planning role. Many in the industry find that the long-term client relationships that are built are also very rewarding." - Andrew Waldum

 

Future Financial Planners Club

The Future Financial Planners Club is a great way to get involved and engage with fellow PFP students and professionals in the financial planning field. Learn about career options, what it is like to work in the field, and discuss the various aspects of financial planning. Compete in competitions like the Financial Planning Association Case Study Challenge against other students.

Take the Next Step to Becoming a Wildcat.

Admissions@cwu.edu