95 Top Schools for Plan­ners

AN EX­PANDED LIST OF COL­LEGES AND UNI­VER­SI­TIES OF­FER­ING DE­GREE PRO­GRAMS TO TRAIN THE NEXT GEN­ER­A­TION OF AD­VI­SORS.

Financial Planning - - CONTENT - For more ex­clu­sive con­tent on schools for fi­nan­cial plan­ners, please visit http://bit.ly/2yjhrki.

An ex­panded list of col­leges and uni­ver­si­ties with de­gree pro­grams to train the next gen­er­a­tion of ad­vi­sors.

ALBERTUS MAG­NUS COL­LEGE New Haven, Con­necti­cut

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in per­sonal fi­nan­cial plan­ning En­roll­ment: 6 Fac­ulty: 1 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 14:1 school-wide Tu­ition: Ac­cel­er­ated bach­e­lor’s de­gree pro­gram: $1,530 per three-credit course; tra­di­tional bach­e­lor’s pro­gram: $30,650 per year FPA Stu­dent Chap­ter: None Over­view: The pro­gram is de­signed for stu­dents look­ing to en­ter the grow­ing fields of cor­po­rate fi­nance and per­sonal fi­nan­cial plan­ning. Stu­dents learn a strong foun­da­tion of fi­nance prin­ci­ples and business ap­pli­ca­tions to pre­pare for a va­ri­ety of ca­reers in the fi­nan­cial ser­vices field. Req­ui­site course­work sat­is­fies the ed­u­ca­tional re­quire­ment for the CFP exam.

AL­FRED STATE COL­LEGE Al­fred, New York

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning En­roll­ment: 50 Fac­ulty: 3 Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 16:1 Tu­ition: $6,470 per year for New York res­i­dents; $16,320 per year for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: Stu­dents take nine fi­nan­cial plan­ning classes in ad­di­tion to a se­mes­ter-long in­tern­ship with a plan­ning firm. Stu­dents reg­u­larly at­tend meet­ings and con­fer­ences through the FPA stu­dent chap­ter. At the end of the pro­gram, all grad­u­at­ing stu­dents will have met the re­quire­ments to sit for the CFP test.

AN­GELO STATE UNIVER­SITY San An­gelo, Texas

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with con­cen­tra­tion in per­sonal fi­nan­cial plan­ning

En­roll­ment: Ap­prox­i­mately 30 Fac­ulty: 3 full-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 12-15 stu­dents per class Tu­ition: De­ter­mined by num­ber of cour­ses taken: ap­prox­i­mately $1,200 per course for Texas res­i­dents; ap­prox­i­mately $2,300 per course for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: An­gelo State Univer­sity of­fers a tra­di­tional on-cam­pus four-year bach­e­lor’s de­gree with a ma­jor in fi­nance.

BALL STATE UNIVER­SITY Mun­cie, In­di­ana

CFP Board-reg­is­tered pro­grams: Fi­nan­cial plan­ning mi­nor En­roll­ment: 70-80 Fac­ulty: 8 Stu­dent-to-fac­ulty ra­tio: 15-1 Tu­ition: $7,794 for 12-18 cred­its per se­mes­ter for In­di­ana res­i­dents; $23,962 for 12-18 cred­its per se­mes­ter for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: Ball State was re­cently ap­proved by the CFP Board to of­fer course­work to meet exam pre­req­ui­sites.

BENT­LEY UNIVER­SITY Waltham, Mas­sachusetts

CFP Board-reg­is­tered pro­grams: M.S. in fi­nan­cial plan­ning, M.S. in tax­a­tion En­roll­ment: 200 Fac­ulty: 8 full-time, 15 ad­junct Stu­dent-to-fac­ulty ra­tio: N/A Tu­ition: $4,445 per three-credit course FPA Stu­dent Chap­ter: None Over­view: All cour­ses are of­fered on a syn­chronous hy­brid ba­sis where cour­ses are of­fered live on cam­pus or si­mul­ta­ne­ously over the in­ter­net.

BERKE­LEY COL­LEGE New York

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial ser­vices En­roll­ment: 106 Fac­ulty: 2 full-time, 2 part-time Stu­dent-to-fac­ulty ra­tio: 10:1 Tu­ition: $11,550 per se­mes­ter. Most stu­dents qual­ify for schol­ar­ship as­sis­tance FPA Stu­dent Chap­ter: None Over­view: Cour­ses are of­fered in a va­ri­ety of for­mats: on-site, on­line and blended. The Cen­ter for Aca­demic Suc­cess sup­ports stu­dents by pro­vid­ing in­di­vid­ual tu­tor­ing.

BOWL­ING GREEN STATE UNIVER­SITY Bowl­ing Green, Ohio

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance with con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 19,320 uni­ver­si­ty­wide Fac­ulty: 800 uni­ver­si­ty­wide Stu­dent-to-fac­ulty ra­tio: 20:1 uni­ver­si­ty­wide Tu­ition: $4,548 per se­mes­ter for Ohio res­i­dents; $8,316 for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The fi­nan­cial plan­ning con­cen­tra­tion re­quires eight cour­ses in ad­di­tion to the gen­eral B.S.B.A. re­quire­ments.

BRYANT UNIVER­SITY Smith­field, Rhode Is­land

CFP Board-reg­is­tered pro­grams: B.A. in business with fi­nan­cial plan­ning track En­roll­ment: 25 Fac­ulty: 10 Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 14:1 Tu­ition: $41,700 per year FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram is sup­ported by Bryant’s ex­ten­sive alumni net­work, pro­vid­ing stu­dents with men­tor­ing, in­tern­ship and em­ploy­ment op­por­tu­ni­ties, ac­cord­ing to lec­turer Mara Derde­rian.

CAL­I­FOR­NIA LUTHERAN UNIVER­SITY Thou­sand Oaks, Cal­i­for­nia

CFP Board-reg­is­tered pro­grams: M.B.A. in fi­nan­cial plan­ning, M.S. in fi­nan­cial plan­ning En­roll­ment: 83 Fac­ulty: 2 full-time; 1 part-time; 14 ad­junct Stu­dent-to-fac­ulty ra­tio: 5:1 Tu­ition: $2,460 per three-unit course FPA Stu­dent Chap­ter: None Over­view: Cour­ses are avail­able both on­line and on-site. Stu­dents can choose be­tween two cour­ses of study: One fo­cuses on pre­par­ing stu­dents for the CFP exam, the other is for those who are al­ready CFPS, of­fer­ing ad­vanced tech­ni­cal acu­men and in­ter­dis­ci­pli­nary cour­ses, ac­cord­ing to pro­gram man­ager Cyn­thia Grether.

CAL­I­FOR­NIA STATE UNIVER­SITY, FULLER­TON Fuller­ton, Cal­i­for­nia

CFP Board-reg­is­tered pro­grams: B.A. in business ad­min­is­tra­tion with a con­cen­tra­tion in fi­nance and a fi­nan­cial plan­ning em­pha­sis En­roll­ment: Ap­prox­i­mately 50 Fac­ulty: 16 Stu­dent-to-fac­ulty ra­tio: 3:1 Tu­ition: $2,871 per se­mes­ter for Cal­i­for­nia res­i­dents; $8,811 for non­res­i­dents. Most stu­dents qual­ify for schol­ar­ships through the Mi­haylo Col­lege’s Cen­ter for In­sur­ance Stud­ies FPA Stu­dent Chap­ter: In process Over­view: The pro­gram is housed in the de­part­ment of fi­nance at the Mi­haylo Col­lege of Business, the largest Aacsb-ac­cred­ited business school on the West Coast, ac­cord­ing to pro­gram leader David Nani­gian.

CAL­I­FOR­NIA STATE UNIVER­SITY, NORTHRIDGE Northridge, Cal­i­for­nia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a fi­nan­cial plan­ning op­tion En­roll­ment: 70 Fac­ulty: 6 full-time, 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $3,291 per se­mes­ter for Cal­i­for­nia res­i­dents; $6,639 for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram of­fers reg­u­lar net­work­ing op­por­tu­ni­ties for stu­dents and part­ners with the Vol­un­teer In­come Tax As­sis­tant Pro­gram on cam­pus to of­fer plan­ning ad­vice and as­sist with tax prepa­ra­tion for low-in­come fam­i­lies and in­di­vid­u­als.

CAL­I­FOR­NIA STATE UNIVER­SITY, SACRA­MENTO Sacra­mento, Cal­i­for­nia

CFP Board-reg­is­tered pro­grams: B.S.B.A. with fi­nance con­cen­tra­tion and a fi­nan­cial plan­ning track En­roll­ment: 64 Fac­ulty: 9 full-time, 4 part-time Stu­dent-to-fac­ulty ra­tio: 30:1 in up­per di­vi­sion cour­ses Tu­ition: $3,450 per se­mes­ter (6.1 or more units) for Cal­i­for­nia res­i­dents; $372 per unit plus reg­is­tra­tion tu­ition fees and manda­tory cam­pus fees for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram re­ceives great sup­port from the lo­cal fi­nan­cial ser­vices com­mu­nity — pro­vid­ing stu­dents with ca­reer op­por­tu­ni­ties, men­tor­ship, schol­ar­ships and net­work­ing events, ac­cord­ing to as­so­ciate pro­fes­sor Eric Lin. The stu­dent FPA chap­ter par­tic­i­pates in

monthly meet­ings and events with the lo­cal FPA chap­ter.

CEN­TRAL MICHI­GAN UNIVER­SITY Mount Pleas­ant, Michi­gan

CFP Board-reg­is­tered pro­grams: B.S.B.A. in per­sonal fi­nan­cial plan­ning En­roll­ment: 36 Fac­ulty: 5 Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $417 per credit FPA Stu­dent Chap­ter: Yes Over­view: The school has a ca­reer fair ded­i­cated to fi­nan­cial plan­ning stu­dents, fea­tur­ing more than 20 com­pa­nies spring and fall.

CEN­TRAL WASH­ING­TON UNIVER­SITY El­lens­burg, Wash­ing­ton

CFP Board-reg­is­tered pro­grams: B.S.B.A. with per­sonal fi­nan­cial plan­ning spe­cial­iza­tion, B.S. in per­sonal fi­nan­cial plan­ning En­roll­ment: 12 Fac­ulty: 1 full-time; 2 ad­junct. Cour­ses are also of­fered by ac­count­ing and fi­nance fac­ulty Stu­dent-to-fac­ulty ra­tio: 12:1 Tu­ition: $2,012 per quar­ter; $6,036 over­all FPA Stu­dent Chap­ter: None Over­view: Both de­grees pro­vide grad­u­ates with el­i­gi­bil­ity for the CFP exam and in­cor­po­rate cour­ses in coun­sel­ing, tech­nol­ogy and in­dus­try in­tern­ships.

CLAR­ION UNIVER­SITY OF PENN­SYL­VA­NIA Clar­ion, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance with per­sonal fi­nan­cial plan­ning track En­roll­ment: 29 Fac­ulty: 2 Stu­dent-to-fac­ulty ra­tio: 15:1 Tu­ition: $3,530 per se­mes­ter FPA Stu­dent Chap­ter: None Over­view: The per­sonal fi­nan­cial plan­ning pro­gram is a ma­jor within the tra­di­tional four-year un­der­grad­u­ate B.S.B.A. de­gree. The ma­jor area of study in­cludes 24 credit hours of spe­cific ju­nior- and se­nior-level ma­jor-spe­cific classes.

CLARK AT­LANTA UNIVER­SITY At­lanta

CFP Board-reg­is­tered pro­grams: B.A. in fi­nance and fi­nan­cial plan­ning, fi­nan­cial plan­ning mi­nor En­roll­ment: Less than 100 Fac­ulty: 5 Stu­dent-to-fac­ulty ra­tio: 8:1 Tu­ition: $10,238 for 12-18 credit hours FPA Stu­dent Chap­ter: Yes Over­view: A his­tor­i­cally black univer­sity, CAU is one of three schools at the At­lanta Univer­sity Cen­ter, along with Spel­man Col­lege and More­house Col­lege. Stu­dents can take classes on any cam­pus. The fi­nan­cial plan­ning pro­gram cur­rently has a 100% grad­u­ate place­ment rate.

CLEM­SON UNIVER­SITY Clem­son, South Carolina

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial man­age­ment with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 64 Fac­ulty: 11 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 4:1 Tu­ition: $7,159 per se­mes­ter for South Carolina res­i­dents; $17,100 per se­mes­ter for non­res­i­dents FPA Stu­dent Chap­ter: In process Over­view: The pro­gram places a heavy em­pha­sis on bridg­ing aca­demic knowl­edge with hands-on train­ing and pro­fes­sional de­vel-

op­ment, ac­cord­ing to lec­turer and co­or­di­na­tor Josh Har­ris. Many of the fac­ulty mem­bers bring dozens of years of fi­nan­cial plan­ning and in­vest­ment man­age­ment ex­pe­ri­ence to the class­room.

COL­LEGE OF SAINT ROSE Al­bany, New York

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning, B.S.B.A. with a con­cen­tra­tion in fi­nan­cial plan­ning, un­der­grad­u­ate mi­nor in fi­nan­cial plan­ning En­roll­ment: 20 Fac­ulty: 3 full-time, 4 ad­junct in fi­nan­cial plan­ning cur­ricu­lum Stu­dent-to-fac­ulty ra­tio: 14:1 col­legewide Tu­ition: $30,546 per year for un­der­grad­u­ates; $799 per grad­u­ate credit FPA Stu­dent Chap­ter: No Over­view: Be­yond the foun­da­tional knowl­edge of the fi­nan­cial plan­ning pro­gram, stu­dents pur­su­ing fi­nan­cial plan­ning ma­jors are strongly en­cour­aged to de­velop a fo­cus in ac­count­ing and tax­a­tion, and/or fi­nance and mar­ket­ing.

COLORADO STATE UNIVER­SITY Fort Collins, Colorado

CFP Board-reg­is­tered pro­grams: B.S.B.A., fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: Ap­prox­i­mately 60 Fac­ulty: 10 full-time, 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 26:1 Tu­ition: $11,632 per year for Colorado res­i­dents; $29,140 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The pro­gram part­ners with the FPA of Colorado — teams of stu­dents are matched with prac­ti­tion­ers for men­tor­ship, ac­cord­ing to pro­gram di­rec­tor John Hop­kins. Stu­dents also vol­un­teer at the Den­ver Fi­nan­cial Plan­ning Day event.

CREIGHTON UNIVER­SITY Omaha, Ne­braska

CFP Board-reg­is­tered pro­grams: B.S.B.A. with a con­cen­tra­tion in fi­nan­cial plan­ning, M.B.A. with an em­pha­sis in pro­fes­sional fi­nan­cial plan­ning En­roll­ment: Ap­prox­i­mately 1,000 in the Hei­der Col­lege of Business Fac­ulty: 6 full-time, 6 ad­junct Stu­dent-to-fac­ulty ra­tio: 15:1 Tu­ition: Varies by pro­gram and de­liv­ery FPA Stu­dent Chap­ter: Yes Over­view: Creighton in­cor­po­rates real world ex­pe­ri­ence, case stud­ies and crit­i­cal think­ing skills into the fi­nan­cial plan­ning pro­gram, ac­cord­ing to pro­gram di­rec­tor Ed­ward Hor­witz. “There is an em­pha­sis on un­der­stand­ing and con­sid­er­ing the qual­i­ta­tive as­pects of client re­la­tion­ships wo­ven through­out our fi­nan­cial plan­ning cur­ricu­lum,” he says.

DAVEN­PORT UNIVER­SITY Grand Rapids, Michi­gan

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with a spe­cialty in fi­nan­cial plan­ning En­roll­ment: 24 Fac­ulty: 2 full-time on cam­pus, 1 full-time on­line, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 12:1 Tu­ition: $9,960 per se­mes­ter for 15 credit hours FPA Stu­dent Chap­ter: None Over­view: Many cour­ses are taught by fi­nan­cial plan­ning ex­perts in the field. The Morn­ingstar Di­rect data­base is an in­te­gral part of the pro­gram; stu­dents re­ceive cer­ti­fi­ca­tion from Morn­ingstar upon com­ple­tion of train­ing to use the data­base and cloud.

DELAWARE STATE UNIVER­SITY Dover, Delaware

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with a mi­nor in fi­nan­cial plan­ning En­roll­ment: 15 Fac­ulty: 3 Stu­dent-to-fac­ulty ra­tio: 5:1 Tu­ition: $7,352 for Delaware res­i­dents; $18,138 for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The fi­nan­cial plan­ning mi­nor is open to stu­dents from all fields of study, ac­cord­ing to pro­gram di­rec­tor Nan­dita Das. It is the sec­ond His­tor­i­cally Black Univer­sity to of­fer a Cfp-board fi­nan­cial plan­ning mi­nor in a business col­lege.

DESALES UNIVER­SITY Cen­ter Val­ley, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning track En­roll­ment: 14 Fac­ulty: 2 full-time, 11 ad­juncts Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $474 per credit FPA Stu­dent Chap­ter: Yes Over­view: The bach­e­lor’s de­gree is of­fered through the school’s ac­cel­er­ated de­gree and cer­tifi­cate pro­gram, Ac­cess. It is cur­rently the only CFP Board-reg­is­tered pro­gram in the Le­high Val­ley, ac­cord­ing to aca­demic ad­vi­sor Tina Rec­chiuti.

EAST­ERN ILLI­NOIS UNIVER­SITY Charleston, Illi­nois

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 25 Fac­ulty: 4 Stu­dent-to-fac­ulty ra­tio: 22:1 Tu­ition: $292 per credit hour, $876 for each three-credit-hour course FPA Stu­dent Chap­ter: None Over­view: The con­cen­tra­tion re­quires stu­dents to take a se­quence of six fi­nan­cial plan­ning classes that pre­pare them to sit for the CFP exam.

EAST­ERN NEW MEX­ICO UNIVER­SITY Por­tales, New Mex­ico

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 80 Fac­ulty: 2 Stu­dent-to-fac­ulty ra­tio: 15-20:1 Tu­ition: $1,830.48 per se­mes­ter for New Mex­ico res­i­dents; $4,717.92 per se­mes­ter for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The new pro­gram is the only board­cer­ti­fied pro­gram in New Mex­ico, ac­cord­ing to dean and chief aca­demic of­fi­cer Janet Buz­zard.

FRAM­ING­HAM STATE UNIVER­SITY Fram­ing­ham, Mas­sachusetts

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 8 Fac­ulty: 13 full-time, 11 ad­junct Stu­dent-to-fac­ulty ra­tio: 16:1 Tu­ition: $4,670 per term for Mas­sachusetts res­i­dents; $7,710 per term for non­res­i­dents FPA Stu­dent Chap­ter: In process Over­view: Stu­dents in the pro­gram are of­fered op­por­tu­ni­ties to meet work­ing ad­vi­sors and at­tend plan­ning con­fer­ences.

FRANKLIN UNIVER­SITY Colum­bus, Ohio

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning En­roll­ment: 75 Fac­ulty: 10 Stu­dent-to-fac­ulty ra­tio: 10:1 Tu­ition: $484 per credit hour FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram is taught by ex­pe­ri­enced fi­nan­cial plan­ning prac­ti­tion­ers. Stu­dents reg­u­larly at­tend FPA events and net­work with plan­ners, ac­cord­ing to pro­gram head Martina Peng.

GARD­NER-WEBB UNIVER­SITY Boil­ing Springs, North Carolina

CFP Board-reg­is­tered pro­grams: Mas­ter’s in wealth and trust man­age­ment En­roll­ment: 20 Fac­ulty: 11 Stu­dent-to-fac­ulty ra­tio: 10:1 Tu­ition: $664 per credit hour FPA Stu­dent Chap­ter: None Over­view: The mas­ter’s of wealth and trust man­age­ment pro­gram cov­ers top­ics that in­clude in­vest­ment anal­y­sis, port­fo­lio man­age­ment, fi­nan­cial plan­ning, re­tire­ment plan­ning and es­tate plan­ning.

GOLDEN GATE UNIVER­SITY San Fran­cisco

CFP Board-reg­is­tered pro­grams: M.S. in fi­nan­cial plan­ning, M.S. in fi­nan­cial plan­ning and tax­a­tion En­roll­ment: 98 Fac­ulty: 12 Stu­dent-to-fac­ulty ra­tio: 6:1 Tu­ition: $3,045 per three-unit class. A 10% tu­ition grant for FPA mem­bers can re­duce costs to $2,740 per three-unit class. FPA Stu­dent Chap­ter: No, though stu­dents are ac­tively in­volved in the FPA of San Fran­cisco Over­view: The first univer­sity to of­fer a Mas­ter of Sci­ence in fi­nan­cial plan­ning also of­fers a mas­ter’s in fi­nan­cial plan­ning and tax­a­tion. This sec­ond de­gree pro­gram is taught in con­junc­tion with Golden State Univer­sity’s Braden School of Tax­a­tion, ac­cord­ing to pro­gram di­rec­tor David Yeske, who is also prin­ci­pal at Yeske Buie. All pro­grams are avail­able both on-site and on­line.

GRANTHAM UNIVER­SITY Lenexa, Kansas

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning En­roll­ment: 49 Fac­ulty: 5 full-time fac­ulty plus ad­di­tional pro­fes­sors who teach core cour­ses Stu­dent-to-fac­ulty ra­tio: 9.8:1 Tu­ition: $265 per credit hour. Spe­cial rates avail­able for ac­tive mil­i­tary and vet­er­ans. Stu­dents need 121 credit hours to grad­u­ate. FPA Stu­dent Chap­ter: None Over­view: Stu­dents com­plete in­di­vid­ual and group work and par­tic­i­pate in the pre­senta-

tion of a com­pre­hen­sive fi­nan­cial plan to the class.

ILLI­NOIS STATE UNIVER­SITY Nor­mal, Illi­nois

CFP Board-reg­is­tered pro­grams: Mi­nor in fi­nan­cial plan­ning En­roll­ment: 80 Fac­ulty: 9 full-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 22:1 Tu­ition: $14,062 in tu­ition and fees per year for Illi­nois res­i­dents; $25,170 in tu­ition and fees for non­res­i­dents. Some stu­dents lo­cated in neigh­bor­ing states and some ex­cep­tional aca­demic tal­ents are el­i­gi­ble for in-state tu­ition. FPA Stu­dent Chap­ter: Yes, be­gin­ning in the fall of 2017 Over­view: Illi­nois State Univer­sity’s fi­nan­cial plan­ning pro­gram is housed in the Col­lege of Business — stu­dents take the same rig­or­ous tax and in­vest­ment cour­ses as ac­count­ing and fi­nance ma­jors pur­su­ing CPA and CFA pro­fes­sional des­ig­na­tions, ac­cord­ing to pro­gram di­rec­tor Edgar Nor­ton. The school also of­fers a lunch-and-learn se­ries called “Fi­nan­cial Fu­tures,” where stu­dents learn about fi­nan­cial plan­ning top­ics and ca­reer op­tions in an in­for­mal set­ting.

IN­DI­ANA STATE UNIVER­SITY Terre Haute, In­di­ana

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 37 Fac­ulty: 7 full-time Stu­dent-to-fac­ulty ra­tio: 23:1 within the Scott Col­lege of Business Tu­ition: $4,190 per se­mes­ter for In­di­ana res­i­dents; $5,238 per se­mes­ter for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram is in its fifth year and stu­dents of­ten re­ceive mul­ti­ple of­fers be­fore grad­u­a­tion, ac­cord­ing to as­sis­tant pro­fes­sor Reza Hous­ton. The school hosts an an­nual net­work­ing event at­tended by many plan­ners in­ter­ested in pur­su­ing stu­dents for in­tern­ships and full-time jobs.

IOWA STATE UNIVER­SITY Ames, Iowa

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial coun­sel­ing and plan­ning; 36 cred­ithour en­tirely on­line dis­tance. M.S. in fam­ily fi­nan­cial plan­ning of­fered through the Great Plains In­ter­ac­tive Dis­tance Ed­u­ca­tion Al­liance En­roll­ment: 40 for un­der­grad­u­ate de­gree, 60 for on­line mas­ter’s Fac­ulty: 6 for un­der­grad­u­ate cour­ses, 14 for on­line mas­ter’s Stu­dent-to-fac­ulty ra­tio: 6:1 for un­der­grad­u­ate de­gree, 4:1 for mas­ter’s Tu­ition: $7,240 per year for un­der­grad­u­ate Iowa res­i­dents; $21,076 for un­der­grad­u­ate non­res­i­dents; $545 per credit hour for on­line mas­ter’s FPA Stu­dent Chap­ter: Yes (on cam­pus only) Over­view: A fi­nan­cial coun­sel­ing clinic on cam­pus serves as a teach­ing and re­search lab­o­ra­tory for stu­dents. Core cour­ses in fi­nan­cial plan­ning for the un­der­grad­u­ate de­gree are taught along­side cour­ses in fi­nan­cial coun­sel­ing, fam­ily sys­tems, con­sumer is­sues and hu­man de­vel­op­ment.

KANSAS STATE UNIVER­SITY Man­hat­tan, Kansas

CFP Board-reg­is­tered pro­grams: B.S., M.S. and PH.D. in per­sonal fi­nan­cial plan­ning En­roll­ment: 62 un­der­grad­u­ate stu­dents, 35 mas­ter’s stu­dents, 41 PH.D. stu­dents Fac­ulty: 8 full-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 for un­der­grad­u­ates, 9:1 for mas­ter’s stu­dents, 6:1 for PH.D. pro­gram Tu­ition: $321.40 per credit hour for Kansas res­i­dents, $817.10 per credit hour for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram fea­tures course­work in fam­ily stud­ies and hu­man re­la­tion­ships, gen­der roles, fi­nan­cial coun­sel­ing and fi­nan­cial ther­apy. The school de­vel­oped the na­tion’s first fi­nan­cial ther­apy cer­tifi­cate pro­gram, and stu­dents can gain ex­pe­ri­ence in a fi­nan­cial ther­apy clinic, as well as ap­ply to be a peer fi­nan­cial coun­selor in the school’s Pow­er­cat Fi­nan­cial Coun­sel­ing pro­gram.

LIB­ERTY UNIVER­SITY Lynch­burg, Vir­ginia

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nan­cial plan­ning En­roll­ment: 178 Fac­ulty: 11 Stu­dent-to-fac­ulty ra­tio: Tu­ition: FPA Stu­dent Chap­ter: None Over­view: Some stu­dents choose to com­plete the King­dom Ad­vi­sor Core Train­ing, a pro­gram fo­cused on the bib­li­cal un­der­stand­ing of money and fi­nances. This al­lows stu­dents to pur­sue the Cer­ti­fied King­dom Ad­vi­sor des­ig­na­tion after com­ple­tion of the ed­u­ca­tional re­quire­ments for the CFP des­ig­na­tion, ac­cord­ing to pro­gram di­rec­tor Gene Sul­li­van. 65:1 $455 per credit hour for full-time stu­dents; $390 per credit hour for on­line stu­dents.

MIN­NESOTA STATE UNIVER­SITY, MANKATO Mankato, Min­nesota

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a fi­nan­cial plan­ning track En­roll­ment: 30 Fac­ulty: 9 Stu­dent-to-fac­ulty ra­tio: 25:1 Tu­ition: $7,858 per year for Min­nesota res­i­dents; $15,602 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: Pro­gram grad­u­ates are re­cruited by a va­ri­ety of firms, in­clud­ing North­west­ern Mu­tual, Ameriprise, Wealth En­hance­ment Group, First In­vestors, Wad­dell & Reed, Mor­gan Stan­ley and oth­ers, ac­cord­ing to di­rec­tor Leon Chen.

MISSOURI STATE UNIVER­SITY Spring­field, Missouri

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 49 Fac­ulty: 12 Stu­dent-to-fac­ulty ra­tio: 6:1 uni­ver­si­ty­wide. A typ­i­cal sec­tion size in the pro­gram is 40 to 50 stu­dents. Tu­ition: $7,306 for Missouri res­i­dents plus ad­di­tional univer­sity fees; $14,746 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The pro­gram is geared pri­mar­ily to­wards tra­di­tional un­der­grad­u­ate stu­dents and con­sists of se­mes­ter-long, for-credit univer­sity cour­ses. While some on­line cour­ses are of­fered, the pro­gram must be com­pleted in per­son.

MOL­LOY COL­LEGE Rockville Cen­tre, New York

CFP Board-reg­is­tered pro­grams: Per­sonal fi­nan­cial plan­ning mi­nor, M.B.A. in per­sonal fi­nan­cial plan­ning

En­roll­ment: Ap­prox­i­mately 50 to 75 Fac­ulty: 5 Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $965 per un­der­grad­u­ate credit; $1,100 per grad­u­ate credit FPA Stu­dent Chap­ter: None Over­view: The pro­gram em­pha­sizes prac­ti­cal in­ter­view­ing, anal­y­sis and com­mu­ni­ca­tion skills in ad­di­tion to area ex­per­tise. All pro­fes­sors are cur­rent prac­ti­tion­ers in wealth man­age­ment, es­tate plan­ning, in­sur­ance or fi­nan­cial plan­ning, ac­cord­ing to Bruce Haller, as­so­ciate dean and di­rec­tor of grad­u­ate business pro­grams.

MOUNT VER­NON NAZARENE UNIVER­SITY Mount Ver­non, Ohio

CFP Board-reg­is­tered pro­grams: Mi­nor in fi­nan­cial plan­ning En­roll­ment: 25 stu­dents cur­rently com­plet­ing course­work. MVNU does not track fresh­men or sopho­mores un­less they have be­gun course­work. Fac­ulty: 2 full-time Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $27,800 per year FPA Stu­dent Chap­ter: No Over­view: Pro­gram di­rec­tor Kelly Rush says the fi­nan­cial plan­ning pro­gram is taught from an “in­ten­tion­ally Chris­tian world­view.” Stu­dents en­rolled in the pro­gram com­plete course­work re­quired for CFP cer­ti­fi­ca­tion in ad­di­tion to over 100 hours of bib­li­cal stew­ard­ship train­ing.

MUR­RAY STATE UNIVER­SITY Mur­ray, Ken­tucky

CFP Board-reg­is­tered pro­grams: B.S. in business fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: Ap­prox­i­mately 15 to 25 per year Fac­ulty: 2 full-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 30:1 Tu­ition: $350 per credit hour for up to 12 hours; $4,200 flat rate for 12 to 15 credit hours FPA Stu­dent Chap­ter: None Over­view: The pro­gram is of­fered in the univer­sity’s Bauern­feind Col­lege of Business. Two of the in­struc­tors teach fi­nan­cial plan­ning re­view classes and sem­i­nars through­out the United States to help stu­dents meet the ed­u­ca­tional re­quire­ments and pre­pare for the CFP exam, ac­cord­ing to pro­fes­sor David Durr.

NEW JERSEY CITY UNIVER­SITY Jersey City, New Jersey

CFP Board-reg­is­tered pro­grams: M.S. in fi­nance with a con­cen­tra­tion in pro­fes­sional fi­nan­cial plan­ning En­roll­ment: Ap­prox­i­mately 15 stu­dents per class Fac­ulty: 7 Stu­dent-to-fac­ulty ra­tio: 1.2:1 Tu­ition: $674.55 per grad­u­ate credit for New Jersey res­i­dents; $1106.15 per credit for out-of­s­tate res­i­dents. 39 cred­its re­quired for M.S. FPA Stu­dent Chap­ter: None Over­view: Most classes are of­fered in the evenings and some are of­fered on­line. An un­der­grad­u­ate pro­gram is await­ing ap­proval, ac­cord­ing to as­so­ciate pro­fes­sor Rosi­lyn Over­ton.

NORTH DAKOTA STATE UNIVER­SITY Fargo, North Dakota

CFP Board-reg­is­tered pro­grams: M.S. in fam­ily fi­nan­cial plan­ning En­roll­ment: 7 Fac­ulty: 1 full-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 6:1 Tu­ition: $1,590 per three-credit course FPA Stu­dent Chap­ter: None Over­view: The pro­gram’s ma­te­rial is em­bed­ded firmly in the con­text of fam­ily re­la­tion­ships and life­span de­vel­op­ment, ac­cord­ing to pro­gram di­rec­tor Jim Deal.

NORTH­EAST­ERN STATE UNIVER­SITY Bro­ken Ar­row, Ok­la­homa

CFP Board-reg­is­tered pro­grams: B.S.B.A. with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 50 Fac­ulty: 3 Stu­dent-to-fac­ulty ra­tio: 12:1 Tu­ition: $195.65 to $204.90 per credit hour, de­pend­ing on course level for Ok­la­homa res­i­dents; $429 to $500 per credit hour for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The school of­fers a flex­i­ble learn­ing en­vi­ron­ment for busy stu­dents al­low­ing them to take classes in tra­di­tional, on­line and blended for­mats.

OHIO STATE UNIVER­SITY Colum­bus, Ohio

CFP Board-reg­is­tered pro­grams: B.S. in con­sumer and fam­ily fi­nan­cial ser­vices, fi­nan­cial plan­ner track En­roll­ment: 90 Fac­ulty: 8 full-time, 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 8:1 Tu­ition: $5,108 per se­mes­ter for Ohio res­i­dents; $14,204 for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The stu­dent fi­nan­cial plan­ning club fea­tures out­side speak­ers and pan­els on top­ics in­clud­ing fi­nan­cial ser­vices ca­reers, in­dus­try com­pen­sa­tion models, CFP exam prepa­ra­tion, li­cens­ing, and in­ter­view and re­sume prepa­ra­tion, ac­cord­ing to pro­fes­sor Sher­man Hanna.

OK­LA­HOMA STATE UNIVER­SITY Still­wa­ter, Ok­la­homa

CFP Board-reg­is­tered pro­grams: M.S. in fam­ily fi­nan­cial plan­ning En­roll­ment: 35 Fac­ulty: 1 full-time, 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 12:1 Tu­ition: $565 per credit hour FPA Stu­dent Chap­ter: None Over­view: This on­line mas­ter’s pro­gram is of­fered col­lab­o­ra­tively through the Great Plains In­ter­ac­tive Dis­tance Ed­u­ca­tion Al­liance.

OLD DO­MIN­ION UNIVER­SITY Nor­folk, Vir­ginia

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance, in­sur­ance, real es­tate with fi­nan­cial plan­ning ma­jor track En­roll­ment: 21 Fac­ulty: 10 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 19:1 Tu­ition: $10,400 per year for Vir­ginia res­i­dents; $26,200 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The pro­gram pro­vides fund­ing for and en­cour­ages stu­dents to at­tend lo­cal FPA events, ac­cord­ing to as­so­ciate pro­fes­sor Bruce L. Ru­bin.

OLIVET NAZARENE UNIVER­SITY Bour­bon­nais, Illi­nois

CFP Board-reg­is­tered pro­grams: B.S. in eco­nomics/fi­nance with a con­cen­tra­tion in cer­ti­fied fi­nan­cial plan­ning En­roll­ment: 407 stu­dents in the School of

Business Fac­ulty: 8 full-time, 9 ad­junct Stu­dent-to-fac­ulty ra­tio: 17:1 Tu­ition: $33,950 per year FPA Stu­dent Chap­ter: None Over­view: Stu­dents gain ex­pe­ri­ence through a re­quired in­tern­ship pro­gram with both lo­cal and Chicago-area firms. They are also en­cour­aged to par­tic­i­pate in the In­vest­ment Club, where they man­age ac­tual in­vest­ment port­fo­lios. The pro­gram has an 80% pass rate for first-time test-tak­ers of the CFP exam.

ORE­GON STATE UNIVER­SITY Cor­val­lis, Ore­gon

CFP Board-reg­is­tered pro­grams: M.B.A., wealth man­age­ment track En­roll­ment: 18 Fac­ulty: 7 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: Ap­prox­i­mately $32,000 per year for Ore­gon res­i­dents; $53,000 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The cur­ricu­lum con­sists of a com­bi­na­tion of the gen­eral M.B.A. core and the re­quired course­work for CFP cer­ti­fi­ca­tion. Stu­dents ob­tain a depth of knowl­edge in as­set val­u­a­tion and port­fo­lio man­age­ment that is nec­es­sary for suc­cess in the wealth man­age­ment in­dus­try.

PENN STATE ERIE, THE BEHREND COL­LEGE Erie, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 58 (for both in class and on­line) Fac­ulty: 4 full-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 25:1 in class­room, 30:1 on­line Tu­ition: $6,934 per se­mes­ter for Penn­syl­va­nia res­i­dents; $10,937 per se­mes­ter for non­res­i­dents; $584 per credit for less than 12 on­line cred­its; $7,129 flat rate for 12 on­line cred­its or more FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram of­fers sev­eral prac­ti­cal learn­ing ex­pe­ri­ences in­clud­ing a course on in­come tax plan­ning, where stu­dents have the op­por­tu­nity to par­tic­i­pate in the Vol­un­teer In­come Tax As­sis­tance pro­gram. All stu­dents are wel­come to par­tic­i­pate in a fi­nan­cial plan com­pe­ti­tion hosted by the CFA So­ci­ety Pitts­burgh.

PUR­DUE UNIVER­SITY West Lafayette, In­di­ana

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial coun­sel­ing and plan­ning En­roll­ment: 125 Fac­ulty: 7 fac­ulty, 4 con­tin­u­ing lec­tur­ers Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $10,002 per year for In­di­ana res­i­dents; $28,804 per year for non­res­i­dents; $30,964 per year for in­ter­na­tional stu­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram boasts a nearly 100% place­ment rate for grad­u­ates. Cour­ses taught by both fac­ulty and in­dus­try pro­fes­sion­als com­bine the­ory, re­search and best business prac­tices, ac­cord­ing to lead aca­demic ad­vi­sor Bobbe Molter. All stu­dents are re­quired to com­plete an in­tern­ship or field ex­pe­ri­ence be­fore grad­u­a­tion.

RE­GENT UNIVER­SITY Vir­ginia Beach, Vir­ginia

CFP Board-reg­is­tered pro­grams: M.A. in law with a wealth man­age­ment and fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 26 Fac­ulty: 11 Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 10:1 Tu­ition: $650 per credit; $19,500 for en­tire 30-credit de­gree pro­gram FPA Stu­dent Chap­ter: None Over­view: The pro­gram is run out of the law school. Be­cause it is a Chris­tian univer­sity, stu­dents are trained from a “Chris­tian per­spec­tive that will help them de­velop strong pro­fes­sional iden­ti­ties to sup­ply high-qual­ity, eth­i­cal ad­vice,” ac­cord­ing to as­sis­tant di­rec­tor of le­gal re­search and writ­ing Ja­nis Kirk­land.

RHODE IS­LAND COL­LEGE Prov­i­dence, Rhode Is­land

CFP Board-reg­is­tered pro­grams: Mas­ter’s of pro­fes­sional ac­coun­tancy En­roll­ment: 30 Fac­ulty: 4 full-time, 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 8:1 Tu­ition: $394 per credit, $1,182 per course plus $74 reg­is­tra­tion fee per se­mes­ter for Rhode Is­land res­i­dents; $746 per credit, $2,238 per course plus $74 reg­is­tra­tion fee per se­mes­ter for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: “Grad­u­ates of the RIC M.P.AC. pro­gram are well-grounded in all as­pects of per­sonal fi­nan­cial plan­ning, in­clud­ing in­come tax and es­tate plan­ning, re­tire­ment plan­ning, in­vest­ment al­lo­ca­tion and risk man­age­ment,” ac­cord­ing to as­so­ciate pro­fes­sor Lisa Church.

RUT­GERS UNIVER­SITY Ne­wark, New Jersey

CFP Board-reg­is­tered pro­grams: B.S., fi­nance En­roll­ment: N/A Fac­ulty: 5 full-time, 5 part-time lec­tur­ers Stu­dent-to-fac­ulty ra­tio: 13:1 uni­ver­si­ty­wide Tu­ition: $14,019 in an­nual tu­ition and fees for New Jersey res­i­dents; $30,048 in an­nual tu­ition and fees for non­res­i­dents FPA Stu­dent Chap­ter: No Over­view: The pro­gram pro­vides a prac­ti­cal and the­o­ret­i­cal ap­proach to per­sonal fi­nan­cial plan­ning, ac­cord­ing to as­sis­tant pro­fes­sor of pro­fes­sional fi­nance Ron­ald Richter. Course­work in­cludes a cap­stone where stu­dents build and de­velop their own fi­nan­cial plan.

SAINT JOSEPH’S UNIVER­SITY Philadel­phia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning, M.S. in fi­nan­cial ser­vices En­roll­ment: 23 stu­dents in the un­der­grad pro­gram; 89 stu­dents in the grad­u­ate pro­gram Fac­ulty: 11 full-time pro­fes­sors in fi­nance de­part­ment Stu­dent-to-fac­ulty ra­tio: 14:1 uni­ver­si­ty­wide Tu­ition: $43,700 per year for un­der­grad­u­ates; $1,023 per credit for mas­ter’s stu­dents (30 cred­its are re­quired for the mas­ter’s de­gree) FPA Stu­dent Chap­ter: None Over­view: Stu­dents can uti­lize the school’s Wall Street Trad­ing Room in or­der to ac­cess fi­nan­cial and in­vest­ment data, an­a­lyt­i­cal tools and trad­ing sim­u­la­tions. Stu­dents are en­cour­aged to join stu­dent groups, in­clud­ing the Fi­nan­cial Ser­vices Alumni Affin­ity Group and Fi­nan­cial Plan­ning & Wealth Man­age­ment So­ci­ety Alumni Affin­ity Group. Classes are of­fered on cam­pus, on­line or in a com­bined for­mat.

SAINT VIN­CENT COL­LEGE La­trobe, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with con­cen­tra­tion in fi­nan­cial plan­ning and anal­y­sis En­roll­ment: 225 Fac­ulty: 2 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 12:1 col­lege­wise; 5:1 in up­per-di­vi­sion fi­nance cour­ses Tu­ition: $33,516 — most stu­dents qual­ify for fi­nan­cial aid FPA Stu­dent Chap­ter: None Over­view: Small classes and a com­bi­na­tion of business core classes and a ro­bust lib­eral arts core form the ba­sis of the school’s Cf­preg­is­tered fi­nan­cial plan­ning pro­gram. “Strong quan­ti­ta­tive skills, close and per­sonal re­la­tion­ships with the fi­nance de­part­ment fac­ulty and an in­tense dose of Bene­dic­tine val­ues and ethics are the hall­marks of the pro­gram,” ac­cord­ing to as­so­ciate pro­fes­sor Ni­cholas Rac­cu­lia.

SAL­IS­BURY UNIVER­SITY Sal­is­bury, Mary­land

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance with fi­nan­cial plan­ning track En­roll­ment: 34 Fac­ulty: 6 full-time, 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 16:1 uni­ver­si­ty­wide Tu­ition: $9,582 per year for Mary­land res­i­dents; $18,622 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: Grad­u­ates of the pro­gram have found it rel­a­tively easy to find first jobs after grad­u­a­tion, ac­cord­ing to fi­nance pro­fes­sor Ty­lor Clagget.

SAN DIEGO STATE UNIVER­SITY San Diego

CFP Board-reg­is­tered pro­grams: B.S.B.A. with cer­tifi­cate in per­sonal fi­nan­cial plan­ning, M.B.A. with con­cen­tra­tion in fi­nan­cial plan­ning and tax plan­ning En­roll­ment: 105 Fac­ulty: 15 Stu­dent-to-fac­ulty ra­tio: 7:4 Tu­ition: $3,730 per se­mes­ter for Cal­i­for­nia un­der­grad­u­ate res­i­dents, $9,670 per se­mes­ter for un­der­grad­u­ate non­res­i­dents; $6,945 per se­mes­ter for Cal­i­for­nia grad­u­ate res­i­dents, $11,265 per se­mes­ter for grad­u­ate non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: All fi­nan­cial plan­ning pro­grams are fully in­te­grated into the school’s business school cur­ricu­lum, ac­cord­ing to long­time pro­gram di­rec­tor Tom Warschauer. The SDSU pro­gram of­fers stu­dents ac­cess to its 3M Sales lab and Bloomberg Wells Fargo Fi­nan­cial Mar­kets lab. Warschauer cites the pro­gram’s high aca­demic stand­ing and its strong sup­port in the pro­fes­sional com­mu­nity as strengths. A new “short-term” in­tern­ship pro­gram is de­signed to ex­pose stu­dents to the prac­ti­cal op­er­a­tion of a va­ri­ety of plan­ning firms.

SHEP­HERD UNIVER­SITY Shep­herd­stown, West Vir­ginia

CFP Board-reg­is­tered pro­grams: B.S. with ma­jor in business ad­min­is­tra­tion and con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 20 Fac­ulty: 5 Stu­dent-to-fac­ulty ra­tio: 12:1 Tu­ition: $278 per credit hour for West Vir­ginia res­i­dents; $687 per credit hour for non­res­i­dents; 21 hours re­quired to meet fi­nan­cial plan­ning con­cen­tra­tion re­quire­ments out of a to­tal of 48 to 54 hours for the ma­jor FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram is sup­ported by an ad­vi­sory board of fi­nan­cial pro­fes­sion­als through the Ru­ral Fi­nan­cial Plan­ning Project, an ini­tia­tive that seeks to im­prove ru­ral Amer­i­cans’ fi­nan­cial lit­er­acy. The school has es­tab­lished a new Col­lege of Business, pro­vid­ing ad­di­tional re­sources from the Univer­sity and com­mu­nity for fi­nan­cial ed­u­ca­tion, ac­cord­ing to as­sis­tant pro­fes­sor Ni­co­las Polo­ge­or­gis.

SHIPPENSBURG UNIVER­SITY Shippensburg, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S.B.A. with a con­cen­tra­tion in per­sonal fi­nan­cial plan­ning En­roll­ment: 40 Fac­ulty: 3 full-time, 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $8,430 per year for Penn­syl­va­nia res­i­dents; $16,282 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The univer­sity has a well-es­tab­lished business in­tern­ship pro­gram that pro­vides op­por­tu­ni­ties for on-the-job ex­pe­ri­ence while gain­ing col­lege cred­its.

SOUTH­ERN ARKANSAS UNIVER­SITY Mag­no­lia, Arkansas

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning En­roll­ment: 20 Fac­ulty: 3 Stu­dent-to-fac­ulty ra­tio: 7:1 Tu­ition: $3,420 per 15 hours for Arkansas res­i­dents; $5,325 per 15 hours for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: Top­ics cov­ered by the cur­ricu­lum in­clude ac­count­ing, in­sur­ance, es­tate plan­ning, business com­mu­ni­ca­tions and re­tire­ment plan­ning.

SOUTH­ERN NEW HAMP­SHIRE UNIVER­SITY Manch­ester, New Hamp­shire

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 52 Fac­ulty: 75 to­tal fac­ulty mem­bers in fi­nance Stu­dent-to-fac­ulty ra­tio: 10:1 Tu­ition: $960 per course, $320 per credit hour; $675 per course, $225 per credit hour for full and part-time U.S. ser­vice mem­bers and spouses of ac­tive duty ser­vice mem­bers. FPA Stu­dent Chap­ter: In process Over­view: The asyn­chro­nous, fully on­line pro­gram of­fers a gen­er­ous credit trans­fer pol­icy and mul­ti­ple term starts per year. It is in­tended to of­fer flex­i­bil­ity to meet the needs of those with busy life­styles. The pro­gram pro­vides real-world learn­ing, and in­cor­po­rates in­dus­trylead­ing trad­ing sim­u­la­tion soft­ware to de­velop the skills stu­dents need to ad­vise clients on meet­ing their fi­nan­cial goals.

STATE UNIVER­SITY OF NEW YORK – COBLESKILL Cobleskill, New York

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial ser­vices En­roll­ment: 37 Fac­ulty: 2 full-time Stu­dent-to-fac­ulty ra­tio: N/A, but typ­i­cal class size is 15 or less Tu­ition: $6,670 full-time, $834 per three­credit course for New York res­i­dents; $16,320 for non­res­i­dents, $834 per three-credit course FPA Stu­dent Chap­ter: In process Over­view: Both fac­ulty mem­bers are tenured full-time pro­fes­sors with over 35 years of prac­tice ex­pe­ri­ence. The pro­gram in­cludes a 12-credit in­tern­ship.

STEPHEN F. AUSTIN STATE UNIVER­SITY Nacog­doches, Texas

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance En­roll­ment: 10 Fac­ulty: 3 full-time Stu­dent-to-fac­ulty ra­tio: 3:1 Tu­ition: $9,538 per year for Texas res­i­dents; $21,238 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The fi­nan­cial plan­ning pro­gram is in­ten­tion­ally placed in the business school to of­fer stu­dents a more holis­tic ap­proach, ac­cord­ing to pro­fes­sor Banker Phares. The pro­gram em­pha­sizes a need to treat clients like fam­ily mem­bers in­stead of just cus­tomers. Crit­i­cal think­ing and case stud­ies help pre­pare stu­dents for real-life plan­ning. “Ac­cord­ing to grad­u­ates, this has not only helped them gain em­ploy­ment, but has proven use­ful when they be­gin meet­ing with clients,” Phares says.

STOCK­TON UNIVER­SITY Gal­loway, New Jersey

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 70 Fac­ulty: 3 full-time, 2 ad­junct Stu­dent-to-fac­ulty ra­tio: N/A Tu­ition: $565.05 per credit for New Jersey res­i­dents; $896.82 per credit for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: The un­der­grad­u­ate pro­gram con­tains the fol­low­ing cour­ses: gen­eral prin­ci­ples of fi­nan­cial plan­ning, in­vest­ments, in­sur­ance, re­tire­ment plan­ning, in­come tax, es­tate plan­ning and fi­nan­cial plan de­vel­op­ment.

TEM­PLE UNIVER­SITY Philadel­phia

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning En­roll­ment: 60 Fac­ulty: 5 Stu­dent-to-fac­ulty ra­tio: 12:1 Tu­ition: $19,400 per year for Penn­syl­va­nia res­i­dents; $33,000 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: Founded in the fall of 2015, the in­ter­dis­ci­pli­nary pro­gram is taught in the Fox Business School. A new M.S. in wealth man­age­ment pro­gram is slated to start in the fall of 2018 and par­tic­i­pants will sit for the CFP exam upon grad­u­a­tion.

TEXAS A&M UNIVER­SITY Col­lege Sta­tion, Texas

CFP Board-reg­is­tered pro­grams: Un­der­grad­u­ate mi­nor in fi­nan­cial plan­ning En­roll­ment: 110 Fac­ulty: 2 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $5,015 per se­mes­ter for Texas res­i­dents; $15,104 per se­mes­ter for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram cen­ters on holis­tic val­ues-based fi­nan­cial plan­ning, with a fo­cus on the in­te­gra­tion of dig­i­tal tech­nol­ogy. Cour­ses are taught by both aca­demic pro­fes­sors and plan­ning pro­fes­sion­als. Stu­dents com­pete in na­tional fi­nan­cial plan­ning com­pe­ti­tions and have ex­pe­ri­enced a 100% job place­ment rate, ac­cord­ing to pro­gram di­rec­tor Nathan Har­ness.

TEXAS TECH UNIVER­SITY Lub­bock, Texas

CFP Board-reg­is­tered pro­grams: Ten pro­grams, rang­ing from un­der­grad­u­ate to PH.D., in­clud­ing mi­nors and dual grad­u­ate de­grees in plan­ning and business or law. An ac­cel­er­ated bach­e­lor’s-to-mas­ter’s pro­gram al­lows stu­dents to earn both de­grees in five years. En­roll­ment: 341 to­tal stu­dents; 204 un­der­grad­u­ates; 95 grad­u­ate stu­dents and 42 doc­toral stu­dents Fac­ulty: 12 ten­ure/ten­ure-track fac­ulty, 1 pro­fes­sor of prac­tice, 1 in­struc­tor and 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 22:1 Tu­ition: $10,680 per year for Texas un­der­grad­u­ate res­i­dents, $22,920 per year for un­der­grad­u­ate non­res­i­dents; $7,792 per year for Texas grad­u­ate res­i­dents, $15,140 per year for grad­u­ate non­res­i­dents which is based on 15 hours/se­mes­ter for un­der­grad­u­ates and 9 hours/se­mes­ter for grad­u­ate stu­dents. FPA Stu­dent Chap­ter: Yes Over­view: Grad­u­ates have ex­pe­ri­enced a job place­ment rate ex­ceed­ing 90% over the past decade. Stu­dents travel to pro­fes­sional con­fer­ences, pur­sue in­tern­ships, vol­un­teer, and par­tic­i­pate in mul­ti­ple stu­dent or­ga­ni­za­tions to en­hance their ed­u­ca­tion and pro­fes­sional de­vel­op­ment.

TOW­SON UNIVER­SITY Tow­son, Mary­land

CFP Board-reg­is­tered pro­grams: B.S.B.A. with fi­nan­cial plan­ning track En­roll­ment: 15 Fac­ulty: 10 full-time and 3 ad­juncts Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $9,694 for Mary­land res­i­dents; $22,140 for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: Stu­dents get hands-on train­ing and ex­pe­ri­ence with Bloomberg ter­mi­nals in the school’s T.rowe Price Fi­nance Lab and com­plete the Bloomberg Mar­ket Con­cepts course, which pro­vides them a com­pet­i­tive ad­van­tage.

UNIVER­SITY OF AKRON Akron, Ohio

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with a fi­nan­cial plan­ning track, du­alde­gree pro­gram with B.B.A. in fi­nan­cial plan­ning and B.S. in ac­count­ing, mi­nor in fi­nan­cial plan­ning En­roll­ment: 74 ma­jors and 8 mi­nors in fi­nan­cial plan­ning pro­grams Fac­ulty: 8 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 21:1 in un­der­grad­u­ate pro­grams Tu­ition: Varies based on credit hours FPA Stu­dent Chap­ter: Yes Over­view: The fi­nan­cial plan­ning de­gree pro­gram con­sists of seven cour­ses and cap­stone course. A team rep­re­sent­ing the school won the fi­nan­cial plan­ning chal­lenge at the 2014 an­nual FPA BE Con­fer­ence in Seattle, placed sec­ond over­all at the 2015 con­fer­ence in Bos­ton, and placed sec­ond over­all at the 2016 con­fer­ence in Bal­ti­more. Univer­sity of Akron teams also won the 2016 NAGDCA Re­tire­ment Quiz Bowl and placed third in the 2017 So­ci­ety of Fi­nan­cial Ser­vices Pro­fes­sional In­dus­try Is­sues Com­pe­ti­tion.

UNIVER­SITY OF ALABAMA Tuscaloosa, Alabama

CFP Board-reg­is­tered pro­grams: B.S. in com­merce and business ad­min­is­tra­tion with con­cen­tra­tion in wealth man­age­ment and M.S. in hu­man en­vi­ron­men­tal sciences with con­cen­tra­tion in fam­ily fi­nan­cial plan­ning and coun­sel­ing of­fered through Col­lege of Hu­man En­vi­ron­men­tal Sciences; B.S.B.A. with ma­jor in fi­nance and con­cen­tra­tion in per­sonal fi­nan­cial man­age­ment of­fered through the Cul­ver­house Col­lege of Com­merce and Business Ad­min­is­tra­tion En­roll­ment: 88 un­der­grad­u­ate and 35 grad­u­ate stu­dents in fi­nan­cial plan­ning pro­grams Fac­ulty: 9 full-time, 5 ad­junct in the Col­lege of Hu­man En­vi­ron­men­tal Sciences; 14 full-time, 1 ad­junct in the Cul­ver­house Col­lege of Com­merce and Business Ad­min­is­tra­tion Stu­dent-to-fac­ulty ra­tio: Classes are capped at 35 stu­dents in both schools Tu­ition: $5,085 per year for Alabama res­i­dents, un­der­grad­u­ate and grad­u­ate; $12,975 for non­res­i­dents, un­der­grad­u­ate and grad­u­ate. Spe­cial pric­ing of $339 per un­der­grad­u­ate credit hour and $360 per grad­u­ate credit hour for dis­tance stu­dents. Full-time un­der­grad­u­ate stu­dents take a min­i­mum of 12 cred­its per se­mes­ter, while full-time grad­u­ate stu­dents take a min­i­mum of 9 cred­its. FPA Stu­dent Chap­ter: Yes, through the Col­lege of Hu­man En­vi­ron­men­tal Sciences. Stu­dents at the business school par­tic­i­pate in the Alabama Fi­nance As­so­ci­a­tion or the Alabama In­sur­ance So­ci­ety. Over­view: The fi­nan­cial plan­ning pro­gram in the Col­lege of Hu­man En­vi­ron­men­tal Sciences has a ca­reer place­ment rate of over 90%, with many stu­dents re­ceiv­ing of­fers be­fore grad­u­a­tion.

UNIVER­SITY OF CHARLESTON Charleston, West Vir­ginia

CFP Board-reg­is­tered pro­grams: B.A. in business with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 24 have of­fi­cially de­clared with the fi­nan­cial plan­ning con­cen­tra­tion Fac­ulty: 2 full-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 17:1 uni­ver­si­ty­wide with an av­er­age class size of 27 for the four sec­tions of fi­nan­cial plan­ning cour­ses of­fered to date Tu­ition: $14,700 per se­mes­ter FPA Stu­dent Chap­ter: None Over­view: Stu­dents in­ter­act with fi­nan­cial plan­ning or­ga­ni­za­tions and pro­fes­sion­als through their course­work and in­tern­ship op­por­tu­ni­ties.

UNIVER­SITY OF COLORADO – BOUL­DER Boul­der, Colorado

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance with per­sonal fi­nan­cial plan­ning track En­roll­ment: 65 Fac­ulty: 7 Stu­dent-to-fac­ulty ra­tio: 9:3 within the per­sonal fi­nan­cial plan­ning pro­gram Tu­ition: $32,948 for two semesters for Colorado res­i­dents with the Colorado Op­por­tu­nity Stipend ap­plied; $55,214 for two semesters for non­res­i­dents FPA Stu­dent Chap­ter: In process Over­view: The per­sonal fi­nan­cial plan­ning pro­gram is housed in the Leeds School of Business. The school lever­ages its re­la­tion­ship with com­pa­nies in the area to foster re­la­tion­ships with both in­di­vid­ual plan­ners and plan­ner or­ga­ni­za­tions, of­fer­ing stu­dents over­sight and ad­vice, sup­port, men­tor­ing, in­tern­ship and ca­reer op­por­tu­ni­ties.

UNIVER­SITY OF DELAWARE Ne­wark, Delaware

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning En­roll­ment: 71 Fac­ulty: 10 full-time, 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 34:1 in the Lerner Col­lege of Business. Av­er­age class size in fi­nan­cial plan­ning core cour­ses is 20. Tu­ition: $11,540 per year for Delaware res­i­dents; $30,960 per year for non­res­i­dents FPA Stu­dent Chap­ter: In process Over­view: The pro­gram is housed in the de­part­ment of fi­nance of the Aacsb-ac­cred­ited Lerner Col­lege of Business. Stu­dents can choose to mi­nor in trust man­age­ment for an in-depth un­der­stand­ing of es­tate plan­ning and fidu­ciary re­spon­si­bil­i­ties.

UNIVER­SITY OF GE­OR­GIA Athens, Ge­or­gia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning, M.S. in fi­nan­cial plan­ning (on­line or in-per­son), PH.D. fi­nan­cial plan­ning En­roll­ment: 125 un­der­grad­u­ate; 65 mas­ter’s; 22 PH.D can­di­dates Fac­ulty: 7 full-time, 1 in­struc­tor, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: Un­der­grad­u­ate: 13:1; grad­u­ate: 9:1 Tu­ition: $11,800 for un­der­grad­u­ate Ge­or­gia res­i­dents; $30,400 for non­res­i­dents; $19,200 for grad­u­ate stu­dents FPA Stu­dent Chap­ter: Yes Over­view: Each of the fi­nan­cial plan­ning de­gree op­tions are fo­cused on pro­vid­ing stu­dents with ex­pe­ri­en­tial learn­ing op­por­tu­ni­ties where stu­dents gain real world ex­pe­ri­ence work­ing with pro­fes­sion­als and adults from the lo­cal com­mu­nity.

UNIVER­SITY OF HOUS­TON Hous­ton

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with per­sonal fi­nan­cial plan­ning track En­roll­ment: 54 Fac­ulty: 5 full-time, 5 ad­junct Stu­dent-to-fac­ulty ra­tio: 5:1 Tu­ition: $10,886 per year for Texas res­i­dents; $26,126 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: Stu­dents are given the op­por­tu­nity to vol­un­teer to pro­vide fi­nan­cial lit­er­acy on cam­pus and in the greater Hous­ton com­mu­nity. As one of the most di­verse cam­puses in the coun­try and a His­panic-serv­ing In­sti­tu­tion, stu­dents are fre­quently tar­geted by com­pa­nies in the fi­nan­cial plan­ning and ad­vis­ing in­dus­try, ac­cord­ing to pro­gram di­rec­tor John C. Lopez.

UNIVER­SITY OF ILLI­NOIS AT URBANA-CHAMPAIGN Urbana, Illi­nois

CFP Board-reg­is­tered pro­grams: B.S. in agri­cul­tural and con­sumer eco­nomics En­roll­ment: 97 Fac­ulty: 35 in the de­part­ment of agri­cul­tural and con­sumer eco­nomics Stu­dent-to-fac­ulty ra­tio: 18:1 de­part­men­twide Tu­ition: $15,868-$20,872 per year FPA Stu­dent Chap­ter: Yes Over­view: A stu­dent club pro­vides pro­fes­sional in­ter­ac­tions be­tween stu­dents and pro­fes­sion­als. Stu­dents at­tend a con­fer­ence in Chicago each fall, a spring hir­ing con­fer­ence on cam­pus and spe­cialty pro­grams fo­cus­ing on such top­ics as women in fi­nan­cial plan­ning.

UNIVER­SITY OF MIN­NESOTA, DULUTH Duluth, Min­nesota

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning, fi­nan­cial plan­ning mi­nor En­roll­ment: 18 Fac­ulty: 4 full-time, 3 part-time Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $457.54 per credit for Min­nesota res­i­dents; $609,47 per credit for non­res­i­dents. Tu­ition band­ing is avail­able above 13 cred­its. FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram is housed in the Labovitz School of Business and Eco­nomics, pro­vid­ing a solid business foun­da­tion for stu­dents en­rolled in the fi­nan­cial plan­ning pro­gram, ac­cord­ing to pro­gram di­rec­tor Hugo Hi­etapelto.

UNIVER­SITY OF MISSOURI Columbia, Missouri

CFP Board-reg­is­tered pro­grams: B.S. in per­sonal fi­nan­cial plan­ning, M.S. in fi­nan­cial plan­ning (res­i­dent and on­line), res­i­dent PH.D. En­roll­ment: 220 un­der­grad­u­ate ma­jors, 38 mas­ter’s stu­dents, 9 doc­toral stu­dents Fac­ulty: 5 full-time, 1 part-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 40:1 for un­der­grad­u­ate ma­jors Tu­ition: $282.00 per credit hour for Missouri un­der­grad­u­ate res­i­dents, $557.30 per credit hour for un­der­grad­u­ate non­res­i­dents; $360.00 per credit hour for Missouri grad­u­ate res­i­dents, $625.80 per credit hour for grad­u­ate non­res­i­dents; $565 per credit hour on­line FPA Stu­dent Chap­ter: Yes Over­view: After a se­lec­tive and com­pet­i­tive process, peer men­tors are given the op­por­tu­nity to pro­vide fi­nan­cial ed­u­ca­tion and work one-on-one with clients in the school’s Of­fice for Fi­nan­cial Suc­cess on cam­pus, and in the com­mu­nity through the Fam­ily Im­pact Cen­ter. Ev­ery spring se­mes­ter, res­i­dent un­der­grad­u­ate stu­dents help com­plete tax re­turns for in­di­vid­u­als and fam­i­lies on cam­pus and in the com­mu­nity. The de­part­ment places a strong em­pha­sis on ac­tive, ex­pe­ri­en­tial learn­ing, ac­cord­ing to pro­fes­sor and de­part­ment chair Frances Lawrence.

UNIVER­SITY OF MISSOURI - ST. LOUIS St. Louis

CFP Board-reg­is­tered pro­grams: B.S.B.A. in per­sonal fi­nan­cial plan­ning En­roll­ment: 67 Fac­ulty: 4 full-time, 3 ad­junct Stu­dent-to-fac­ulty ra­tio: Av­er­age class size of 21 Tu­ition: $335.50 per credit hour for Missouri res­i­dents, $875.90 per credit hour for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: UM St. Louis’ per­sonal fi­nan­cial plan­ning pro­gram is housed in the school’s Aacsb-ac­cred­ited col­lege of business. In 2016, a team of stu­dents rep­re­sent­ing the school took first place in the In­dus­try Is­sues Com­pe­ti­tion held by the So­ci­ety of Fi­nan­cial Ser­vices Pro­fes­sion­als, ac­cord­ing to pro­gram di­rec­tor Thomas Eys­sell.

UNIVER­SITY OF NE­BRASKA LIN­COLN Lin­coln, Ne­braska

CFP Board-reg­is­tered pro­grams: On­line M.S. in child, youth and fam­ily stud­ies with a spe­cial­iza­tion in fam­ily fi­nan­cial plan­ning En­roll­ment: 25 Fac­ulty: 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $545 per credit hour FPA Stu­dent Chap­ter: None Over­view: The on­line pro­gram is taught through a con­sor­tium of Great Plains uni­ver­si­ties. Stu­dents work with aca­demic ad­vi­sors and cam­pus co­or­di­na­tors who as­sist with course reg­is­tra­tion and deadlines.

UNIVER­SITY OF NORTH FLORIDA Jack­sonville, Florida

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial ser­vices En­roll­ment: 94 Fac­ulty: 5 full-time/ten­ure track, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: For the 2015-2016 aca­demic year: $6,394 per se­mes­ter for Florida res­i­dents; $20,112 per se­mes­ter for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram hosts a Fi­nan­cial Ser­vices Ca­reer Day each fall se­mes­ter. Stu­dents are ac­tively in­volved with the fi­nan­cial plan­ning com­mu­nity, ac­cord­ing to pro­fes­sor Oliver Sch­nusen­berg. The pro­gram also in­cludes a men­tor­ship ex­pe­ri­ence. Typ­i­cally, sev­eral stu­dents are given the op­por­tu­nity to at­tend the FPA-BE con­fer­ence.

UNIVER­SITY OF NORTH TEXAS Den­ton, Texas

CFP Board-reg­is­tered pro­grams: B.B.A. in risk in­sur­ance and fi­nan­cial ser­vices, fi­nan­cial plan­ning track En­roll­ment: Ap­prox­i­mately 15 to 20 each year Fac­ulty: 2 full-time, 2 ad­junct Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 20:1 Tu­ition: $5,452 for 15 credit hours for Texas res­i­dents; $11,677 for 15 credit hours for non­res­i­dents; $6,202 for 15 credit hours for Ok­la­homa res­i­dents FPA Stu­dent Chap­ter: None Over­view: The pro­gram has re­cently part­nered with the lo­cal FPA chap­ter and has forged strong ties with TD Amer­i­trade, re­ceiv­ing the $50,000 TD Amer­i­trade Nex­tgen grant in 2015. A part­ner­ship with the univer­sity’s Stu­dent Money Man­age­ment Cen­ter pro­vides stu­dents with in­tern­ship and other ex­pe­ri­en­tial learn­ing op­por­tu­ni­ties. In 2016, the Lee and Brenda Richard­son Schol­ar­ship Fund was es­tab­lished in the amount of $26,000 to pro­vide schol­ar­ships for UNT business stu­dents who in­tend to ob­tain CFP or CFA cer­ti­fi­ca­tion.

UNIVER­SITY OF TEXAS AT DAL­LAS Dal­las

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance En­roll­ment: There are 859 un­der­grad­u­ate fi­nance ma­jors in to­tal. Stu­dents are not re­quired to de­clare their in­tent to com­plete the course re­quire­ments for the CFP exam. Fac­ulty: 44 full-time, 5 ad­junct in the fi­nance and man­age­rial eco­nomics area Stu­dent-to-fac­ulty ra­tio: 23:1 uni­ver­si­ty­wide Tu­ition: $6,864 per se­mes­ter for 15 credit hours. Tu­ition is fixed for four years of en­roll­ment. FPA Stu­dent Chap­ter: None Over­view: The fi­nance pro­gram is housed in the School of Man­age­ment. Stu­dents have the op­tion of spe­cial­iz­ing in fi­nan­cial plan-

ning by tak­ing all the cour­ses in the CFP Board-ap­proved cur­ricu­lum, ac­cord­ing to pro­gram di­rec­tor David Cordell.

UNIVER­SITY OF THE IN­CAR­NATE WORD

San An­to­nio CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with a fi­nan­cial plan­ning track En­roll­ment: 80 Fac­ulty: 3 full-time, 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 22:1 Tu­ition: $27,900 per year FPA Stu­dent Chap­ter: None Over­view: Stu­dents are drawn to the pro­gram’s small class sizes, state-of-the-art fi­nance lab and a stu­dent-man­aged fund, ac­cord­ing to pro­gram di­rec­tor Ali­cia Ro­dríguez de Ru­bio. Ad­di­tion­ally, stu­dents are ac­tively in­volved in the univer­sity’s business club, and are en­cour­aged to par­tic­i­pate in an an­nual FPA Sym­po­sium held on cam­pus. There are net­work­ing op­por­tu­ni­ties with lo­cal fi­nan­cial ad­vi­sors.

UNIVER­SITY OF UTAH

Salt Lake City CFP Board-reg­is­tered pro­grams: B.S. in con­sumer and com­mu­nity stud­ies, em­pha­sis in fi­nan­cial plan­ning En­roll­ment: Ap­prox­i­mately 70 Fac­ulty: 8 Stu­dent-to-fac­ulty ra­tio: 9:1 Tu­ition: For-credit tu­ition for 18 cred­its (res­i­dent, un­der­grad­u­ate and up­per-di­vi­sion) is be­tween $6,500 and $7,200 based on a three- or four-se­mes­ter pro­gram of study. FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram of­fers a blend of on­line and in-per­son cour­ses to max­i­mize flex­i­bil­ity. Stu­dents are not only pre­pared for fi­nan­cial plan­ning but are also given a solid foun­da­tion should they plan to go on to pro­fes­sional schools such as law or business, ac­cord­ing to pro­gram di­rec­tor Zhou Yu.

UNIVER­SITY OF WIS­CON­SIN – MADI­SON

Madi­son, Wis­con­sin CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with a wealth man­age­ment and fi­nan­cial plan­ning track through the Wis­con­sin School of Business; B.S. in per­sonal fi­nance of­fered through the School of Hu­man Ecol­ogy En­roll­ment: Ap­prox­i­mately 60 in the School of Business; 220 in School of Hu­man Ecol­ogy Fac­ulty: 126 full-time, ap­prox­i­mately 83 lec­tur­ers in the Wis­con­sin School of Business; 10 full-time, 3 part-time in the School of Hu­man Ecol­ogy Stu­dent-to-fac­ulty ra­tio: 17:1 in both schools Tu­ition: $11,416 per year for Wis­con­sin res­i­dents at the School of Business; $30,666 per year for non­res­i­dents. $10,488 per year for Wis­con­sin res­i­dents at the School of Hu­man Ecol­ogy; $32,738 per year for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: Through the business school’s pro­gram, stu­dents par­tic­i­pate in a se­quence of cour­ses that pre­pares them to take the CFP exam dur­ing their se­nior year of study. Stu­dents in the School of Hu­man Ecol­ogy sit for the CFP exam upon grad­u­a­tion. A 150-hour in­tern­ship is re­quired in ad­di­tion to two ca­reer de­vel­op­ment cour­ses in­tended to hone in­ter­per­sonal and tech­ni­cal skills.

UTAH VAL­LEY UNIVER­SITY

Orem, Utah CFP Board-reg­is­tered pro­grams: B.S. in per­sonal fi­nan­cial plan­ning En­roll­ment: 459 Fac­ulty: 7 full-time, 2 pro­fes­sional in res­i­dence Stu­dent-to-fac­ulty ra­tio: 40:1. Av­er­age class size is 29 Tu­ition: $5,652 per year for Utah res­i­dents; $16,066 per year for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram is the largest un­der­grad­u­ate fi­nan­cial plan­ning pro­gram in the coun­try, ac­cord­ing to as­so­ciate pro­fes­sor Luke Dean. The cur­ricu­lum in­cludes train­ing in in­dus­try tech­nol­ogy and soft­ware, fi­nan­cial coun­sel­ing and pro­fes­sional sales. Stu­dents have the op­por­tu­nity to take sup­ple­men­tary course­work in ac­count­ing, sales and en­trepreneur­ship and to work to­ward ob­tain­ing their CFA cer­ti­fi­ca­tion. In 2016, fi­nan­cial plan­ning stu­dents placed first in two na­tional com­pe­ti­tions.

VIR­GINIA COM­MON­WEALTH UNIVER­SITY

Rich­mond, Vir­ginia CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 4 Fac­ulty: 6 full-time Stu­dent-to-fac­ulty ra­tio: 17:1 for un­der­grad­u­ates Tu­ition: $13,130 per year for Vir­ginia res­i­dents; $32,837 per year for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: A peer-to-peer fi­nan­cial ed­u­ca­tion and coun­sel­ing pro­gram called the Money Spot at VCU be­gan in 2016.

VIR­GINIA TECH

Blacksburg, Vir­ginia CFP Board-reg­is­tered pro­grams: B.S. in business, ma­jor in fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 160 Fac­ulty: 2 full-time, 2 ad­juncts Stu­dent-to-fac­ulty ra­tio: 53:1 Tu­ition: $13,280 per year for Vir­ginia res­i­dents; $31,014 per year for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram boasts strong place­ment due to a rig­or­ous cur­ricu­lum and op­por­tu­ni­ties for pro­fes­sional en­gage­ment, ac­cord­ing to pro­gram di­rec­tor Ruth Lyt­ton. A high per­cent­age of grad­u­ates seek fi­nan­cial plan­ning ca­reers and sit for the CFP exam soon after grad­u­a­tion.

WEST­ERN KEN­TUCKY UNIVER­SITY

Bowl­ing Green, Ken­tucky CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning track

En­roll­ment: Ap­prox­i­mately 120 stu­dents in fi­nan­cial plan­ning pro­grams Fac­ulty: 7 full-time Stu­dent-to-fac­ulty ra­tio: 17:1 Tu­ition: $9,912 per year for Ken­tucky res­i­dents; $24,792 per year for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: The pro­gram pro­vides ap­prox­i­mately 30 out­stand­ing grad­u­ates to fi­nan­cial plan­ning firms each year. In ad­di­tion to core cour­ses, stu­dents take ad­di­tional cour­ses in fi­nance, in­vest­ments and gen­eral business cour­ses. Stu­dents have an op­por­tu­nity to re­ceive hands-on train­ing by pre­sent­ing on fi­nan­cial suc­cess, bud­get­ing and debt coun­sel­ing to stu­dent peers through the WKU Cen­ter for Fi­nan­cial Suc­cess, ac­cord­ing to pro­gram di­rec­tor Ron Rhoades.

WEST­ERN MICHI­GAN UNIVER­SITY

Kala­ma­zoo, Michi­gan CFP Board-reg­is­tered pro­grams: B.B.A. with a ma­jor in per­sonal fi­nan­cial plan­ning En­roll­ment: 28 en­rolled in ma­jor group Fac­ulty: 15 full-time, 10 part-time Stu­dent-to-fac­ulty ra­tio: 16:1 Tu­ition: Un­der­grad­u­ate flat rate (12 to 15 cred­its) tu­ition of $5,285 for lower level cour­ses and $6,513 for up­per level cour­ses for Michi­gan res­i­dents; un­der­grad­u­ate flat rate (12 to 15 cred­its) tu­ition of $12,964 for lower level cour­ses and $15,111 for up­per level cour­ses for non­res­i­dents FPA Stu­dent Chap­ter: None Over­view: As an elec­tive, stu­dents man­age a port­fo­lio of $1 mil­lion un­der the di­rec­tion of an ex­pe­ri­enced money man­ager. The Fi­nan­cial Ser­vices Club or­ga­nizes trips to fi­nan­cial in­sti­tu­tions and com­pa­nies in Chicago, and in­vites speak­ers from var­i­ous sec­tors of the in­dus­try. The CFP pass rate of stu­dents is 89%, ac­cord­ing to pro­fes­sor of fi­nance Onur Aru­gaslan.

WIDENER UNIVER­SITY

Ch­ester, Penn­syl­va­nia CFP Board-reg­is­tered pro­grams: B.A. in eco­nomics with fi­nan­cial plan­ning track, B.S. in fi­nance with fi­nan­cial plan­ning track, mas­ter’s in tax­a­tion and fi­nan­cial plan­ning En­roll­ment: 75 Fac­ulty: 5 full-time, 10 ad­junct Stu­dent-to-fac­ulty ra­tio: 12:1 Tu­ition: $42,034 per year FPA Stu­dent Chap­ter: None Over­view: Both the B.A. in eco­nomics and the B.S. in fi­nance qual­i­fies stu­dents to sit for the CFP exam at the end of the pro­gram and all stu­dents are re­quired to do an in­tern­ship. Fi­nance ma­jors can gain real world ex­pe­ri­ence by join­ing the on-cam­pus Money Club and by run­ning the stu­dent-man­aged in­vest­ment fund. Widener has suc­cess­fully placed 100% of its fi­nance grad­u­ates in jobs after grad­u­a­tion, ac­cord­ing to tax­a­tion and fi­nan­cial plan­ning pro­fes­sor Kenn Tacchino.

WILLIAM PATER­SON UNIVER­SITY

Wayne, New Jersey CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning En­roll­ment: 90 Fac­ulty: 2 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $12,573 per year for New Jersey res­i­dents; $20,466 per year for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: Most classes are small, with about half con­tain­ing 20 stu­dents or fewer. Dual de­gree op­tions are avail­able, with many stu­dents opt­ing to ma­jor in fi­nan­cial plan­ning and ac­count­ing, ac­cord­ing to eco­nomics de­part­ment chair Alex Panayides. Stu­dents from the pro­gram took first place in the 2016 FPA Fi­nan­cial Plan­ning Chal­lenge.

WIN­STON-SALEM STATE UNIVER­SITY

Win­ston-salem, CFP Board-reg­is­tered North Carolina pro­grams: B.S. in fi­nance with a fo­cus in per­sonal fi­nan­cial plan­ning En­roll­ment: 25 ma­jors Fac­ulty: 3 full-time Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 10-12:1 Tu­ition: $8,026.16 per year for North Carolina res­i­dents; $18,137.16 per year for non­res­i­dents. An ad­di­tional health in­sur­ance fee of $2,222 can be waived with proof of health in­sur­ance FPA Stu­dent Chap­ter: None Over­view: Stu­dents are given the op­por­tu­nity to pre­pare com­pre­hen­sive fi­nan­cial plans us­ing Moneyguide­pro. Stu­dents par­tic­i­pate in weekly In­vest­ment Club meet­ings, where they are re­spon­si­ble for manag­ing the Ram As­set Man­age­ment Fund, the univer­sity’s stu­dent-man­aged fund. Start­ing this year, stu­dents will be com­plet­ing the gen­eral se­cu­ri­ties course through the Se­cu­ri­ties Train­ing Cor­po­ra­tion in prepa­ra­tion for the FINRA Se­ries 7 exam.

WINTHROP UNIVER­SITY

Rock Hill, South Carolina CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance with a fi­nan­cial plan­ning track En­roll­ment: 40 Fac­ulty: 3 full-time; 2 ad­juncts Stu­dent-to-fac­ulty ra­tio: 13:1 Tu­ition: $605 per credit hour for South Carolina res­i­dents; $1,170 per credit hour for non­res­i­dents FPA Stu­dent Chap­ter: Yes Over­view: Stu­dents have ac­cess to a state-of-the-art trad­ing lab with Bloomberg ter­mi­nals and are taught how to build fi­nan­cial plans and port­fo­lios us­ing Ex­cel, Moneyguide­pro, Morn­ingstar Di­rect and Bloomberg. Grad­u­ates have ex­pe­ri­enced a job place­ment rate of 90%.

WRIGHT STATE UNIVER­SITY

Day­ton, Ohio CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial ser­vices En­roll­ment: 44 Fac­ulty: 6 Stu­dent-to-fac­ulty ra­tio: 20:1 on av­er­age for core cour­ses Tu­ition: $4,365 per se­mes­ter FPA Stu­dent Chap­ter: None Over­view: The pro­gram hosts a re­gional sym­po­sium for fi­nan­cial ser­vices pro­fes­sion­als that in­cludes a stu­dent com­pe­ti­tion and an ac­tive net­work­ing ses­sion. The pro­gram has a CFP exam pass rate of 66.67%, ac­cord­ing to co­or­di­na­tor and lec­turer William Ross Wood.

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