102 Schools for Fi­nan­cial Plan­ning

Dis­tin­guish­ing fea­tures of un­der­grad­u­ate and grad­u­ate pro­grams for ad­vi­sors of­fered by lead­ing col­leges and uni­ver­si­ties.

Financial Planning - - Contents - BY MADDY PERKINS

We re­veal the dis­tin­guish­ing fea­tures of un­der­grad­u­ate and grad­u­ate pro­grams for fu­ture ad­vi­sors.

ALBERTUS MAG­NUS COL­LEGE New Haven, Con­necti­cut

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in per­sonal fi­nan­cial plan­ning En­roll­ment: N/A Fac­ulty: 2 full-time; 3 part-time Stu­dent-to-fac­ulty ra­tio: 13∶1 Tu­ition: $1,575 per course Clubs: N/A Over­view: Per­sonal fi­nan­cial plan­ning cour­ses are of­fered in evening ac­cel­er­ated pro­grams, which al­low stu­dents to fin­ish in a timely man­ner with sig­nif­i­cant flex­i­bil­ity, ac­cord­ing to pro­gram direc­tor and as­sis­tant pro­fes­sor Alan Delfavero.

AL­FRED STATE COL­LEGE, SUNY Al­fred, New York

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning En­roll­ment: 50 Fac­ulty: 3 full-time Stu­dent-to-fac­ulty ra­tio: 16∶1 Tu­ition: $6,670 per year for New York res­i­dents; $16,320 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: Stu­dents take nine fi­nan­cial plan­ning classes in ad­di­tion to a se­mes­ter-long in­tern­ship, ac­cord­ing to as­sis­tant pro­fes­sor Scott Du­mond. Stu­dents also reg­u­larly at­tend meet­ings and con­fer­ences through the FPA stu­dent chap­ter.

BALL STATE UNIVER­SITY Mun­cie, In­di­ana

CFP Board-reg­is­tered pro­grams: B.A. or B.S. with a mi­nor in fi­nan­cial plan­ning En­roll­ment: 63 Fac­ulty: 6 full-time; 1 part-time Stu­dent-to-fac­ulty ra­tio: 14∶1 Tu­ition: $7,890 per year for In­di­ana res­i­dents; $24,462 for out-of-state res­i­dents Clubs: Fi­nance So­ci­ety Over­view: In its sec­ond year, the pro­gram has grown sub­stan­tially, due in part to the flex­i­bil­ity of be­ing par­tially of­fered on­line, ac­cord­ing to an ad­min­is­tra­tive co­or­di­na­tor at the univer­sity, Lois Lar­gent.

BENT­LEY UNIVER­SITY Waltham, Mas­sachusetts

CFP Board-reg­is­tered pro­grams: M.S. in fi­nan­cial plan­ning, M.S. in tax­a­tion En­roll­ment: M.S. Fi­nan­cial Plan­ning: 30; M.S. Tax­a­tion: 140 Fac­ulty: M.S. Fi­nan­cial Plan­ning: 1 full-time, 9 ad­junct; M.S. Tax­a­tion: 6 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 14∶1 Tu­ition: $4,620 per grad­u­ate pro­gram course Clubs: Grad­u­ate Tax and Fi­nan­cial Plan­ning As­so­ci­a­tion Over­view: The pro­gram is taught by prac­ti­tion­ers in a for­mat that of­fers the flex­i­bil­ity to study on­line or in the class­room.

BERKE­LEY COL­LEGE New York

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial ser­vices En­roll­ment: 70 Fac­ulty: 2 full-time, 2 part-time Stu­dent-to-fac­ulty ra­tio: 8∶1 Tu­ition: $9,000 per se­mes­ter Clubs: Stu­dents are in­cluded in the FPA New York chap­ter and par­tic­i­pate in the CFP exam re­view class at no charge. 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.

BIOLA UNIVER­SITY La Mi­rada, Cal­i­for­nia

CFP Board-reg­is­tered pro­grams: B.S. in busi­ness with a con­cen­tra­tion in fi­nan­cial plan­ning; mi­nor in fi­nan­cial plan­ning En­roll­ment: 6 Fac­ulty: 1 full-time Stu­dent-to-fac­ulty ra­tio: 15:1 uni­ver­si­ty­wide Tu­ition: $51,286 per year Clubs: N/A Over­view: The pro­gram is in its first year and is housed in the Crow­ell School of Busi­ness. Stu­dents may opt to pair course­work with an ex­ist­ing coun­sel­ing class in the univer­sity’s Rose­mead School of Psy­chol­ogy and sit for the AFC exam as well as the CFP exam, ac­cord­ing to pro­gram direc­tor and as­sis­tant pro­fes­sor of fi­nance Shane Enete.

BRYANT UNIVER­SITY Smith­field, Rhode Is­land

CFP Board-reg­is­tered pro­grams: B.S.B.A. with con­cen­tra­tion in fi­nan­cial ser­vices En­roll­ment: 35 Fac­ulty: 14 Stu­dent-to-fac­ulty ra­tio: 13:1 Tu­ition: $43,000 per year Clubs: Fi­nance As­so­ci­a­tion; Smart Women in Fi­nance; Fi­nan­cial In­clu­sion Group. An FPA stu­dent chap­ter is be­ing formed. Over­view: The pro­gram part­ners with the FPA of Rhode Is­land, al­low­ing stu­dents to at­tend monthly meet­ings and an ethics event and to par­tic­i­pate in pro bono ac­tiv­i­ties, ac­cord­ing to pro­gram direc­tor Mara Derde­rian.

CAL­I­FOR­NIA LUTHERAN UNIVER­SITY Thou­sand Oaks, Cal­i­for­nia

CFP Board-reg­is­tered pro­grams: M.B.A. in fi­nan­cial plan­ning; M.S. in fi­nan­cial plan­ning En­roll­ment: 86 Fac­ulty: 4 full-time; 5 ad­junct Stu­dent-to-fac­ulty ra­tio: 4:1 Tu­ition: $820 per credit unit Clubs: N/A 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: 14 full-time; 11 ad­junct Stu­dent-to-fac­ulty ra­tio: 2:1 at the pro­gram level Tu­ition: $2,871 per se­mes­ter for Cal­i­for­nia res­i­dents; $8,811 for non­res­i­dents; most stu­dents qual­ify for schol­ar­ships through the Mi­haylo Col­lege of Busi­ness’ Cen­ter for In­sur­ance Stud­ies Clubs: FPA stu­dent chap­ter Over­view: The pro­gram is housed in the de­part­ment of fi­nance at the Mi­haylo Col­lege of Busi­ness, the largest Aacs­bac­cred­ited busi­ness school on the West Coast. Ex­tra­mu­ral fund­ing has given stu­dents the op­por­tu­nity to travel to fi­nan­cial plan­ning con­fer­ences and to learn from thought lead­ers who come to cam­pus to de­liver guest lec­tures, ac­cord­ing to pro­gram leader David Nani­gian.

CAL­I­FOR­NIA STATE UNIVER­SITY, NORTHRIDGE Northridge, Cal­i­for­nia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning op­tion En­roll­ment: 110 Fac­ulty: 9 full-time; 5 ad­junct Stu­dent-to-fac­ulty ra­tio: 8:1 Tu­ition: $3,291 per se­mes­ter for Cal­i­for­nia res­i­dents; $6,639 for non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: The pro­gram of­fers reg­u­lar net­work­ing op­por­tu­ni­ties for stu­dents and part­ners with the Vol­un­teer In­come Tax As­sis­tance 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 a con­cen­tra­tion in fi­nance, fi­nan­cial plan­ning track En­roll­ment: 60 Fac­ulty: 10 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 25:1 Tu­ition: $3,655 per se­mes­ter Clubs: FPA stu­dent chap­ter Over­view: The FPA stu­dent chap­ter par­tic­i­pates reg­u­larly in monthly meet­ings and events of the lo­cal FPA chap­ter, ac­cord­ing to pro­fes­sor of fi­nance Eric Lin.

CAMP­BELL UNIVER­SITY Buies Creek, North Carolina

CFP Board-reg­is­tered pro­grams: B.B.A. in trust and wealth man­age­ment, B.B.A. in trust and wealth man­age­ment with pre-law track; B.B.A. in trust and wealth man­age­ment 4/1 (re­cip­i­ents also re­ceive an MBA in this five-year pro­gram); B.B.A. in trust and wealth man­age­ment with pre-law track 4/1 (re­cip­i­ents also re­ceive an MBA in this five-year pro­gram); mi­nor in fi­nan­cial plan­ning; mas­ter’s of trust and wealth man­age­ment En­roll­ment: Ap­prox­i­mately 160-180 un­der­grad­u­ates; 15-20 in five-year un­der­grad­u­ate/mba pro­grams; 15-20 in mas­ter of trust and wealth man­age­ment pro­gram Fac­ulty: 4 full-time; 7 ad­junct Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $43,000 per year for un­der­grad­u­ate pro­grams; $32,000 for grad­u­ate pro­grams Clubs: Gil­bert T. Stephen­son Trust Club; In­vest­ment Club Over­view: Over 95% of stu­dents are placed within one month of grad­u­a­tion, ac­cord­ing to pro­gram direc­tor Jimmy Wither­spoon. Mul­ti­ple de­gree op­tions al­low stu­dents the op­tion of pur­su­ing their MBAS and law de­grees in ad­di­tion to CFP cer­ti­fi­ca­tion.

CEN­TRAL MICHI­GAN UNIVER­SITY Mount Pleas­ant, Michi­gan

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance En­roll­ment: 42 Fac­ulty: 4 full-time Stu­dent-to-fac­ulty ra­tio: 15:1 Tu­ition: $417 per credit hour Clubs: N/A Over­view: The pro­gram fo­cuses on help­ing stu­dents de­velop knowl­edge and skills to help guide clients in holis­tic plan­ning, ac­cord­ing to pro­gram direc­tor Mark A. Van­voorhees. Stu­dents get a chance to net­work with in­dus­try pro­fes­sion­als through men­tor­ships, in­tern­ships and ca­reer nights.

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: 21 Fac­ulty: 3 full-time; 2 part-time lec­tur­ers Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $6,170 per year for Wash­ing­ton res­i­dents; $21,151 for non­res­i­dents Clubs: N/A Over­view: The pro­gram ex­tends be­yond the key learn­ing ob­jec­tives out­lined by the CFP Board, in­clud­ing cour­ses in fi­nan­cial coun­sel­ing, fi­nan­cial plan­ning tech­nol­ogy. It is the only pro­gram in Wash­ing­ton state to of­fer board-rec­og­nized bac­calau­re­ate de­grees.

CLAR­ION UNIVER­SITY OF PENN­SYL­VA­NIA Clar­ion, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S.B.A. in busi­ness with a con­cen­tra­tion in per­sonal fi­nance En­roll­ment: 30 Fac­ulty: 2 full-time; 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 19:1 Tu­ition: $11,125 per year for Penn­syl­va­nia res­i­dents; $16,004 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter; Fi­nan­cial Man­age­ment As­so­ci­a­tion Over­view: The school of­fers con­cen­tra­tions in cor­po­rate fi­nance as well as per­sonal fi­nance, with many stu­dents choos­ing to pick up both con­cen­tra­tions, ac­cord­ing to fi­nance de­part­ment chair­man and pro­fes­sor Jeff Eicher.

CLARK AT­LANTA UNIVER­SITY At­lanta

CFP Board-reg­is­tered pro­grams: B.A. with a dual con­cen­tra­tion in fi­nance and fi­nan­cial plan­ning; fi­nan­cial plan­ning mi­nor En­roll­ment: Ap­prox­i­mately 50 Fac­ulty: 4 full-time; 1-2 ad­junct Stu­dent-to-fac­ulty ra­tio: 19:1 Tu­ition: $862 per credit hour (up to 11 hours) Clubs: FPA stu­dent chap­ter Over­view: The pro­gram is housed in a his­tor­i­cally black col­lege and univer­sity and is part of the At­lanta Univer­sity cen­ter. Spel­man and Morehouse stu­dents can ob­tain fi­nan­cial plan­ning mi­nors through the pro­gram, ac­cord­ing to pro­gram direc­tor Crys­tal Hud­son.

CLEM­SON UNIVER­SITY Clem­son, South Carolina

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial man­age­ment with an em­pha­sis in fi­nan­cial plan­ning En­roll­ment: 60 Fac­ulty: 5 full-time Stu­dent-to-fac­ulty ra­tio: 12:1 at the pro­gram level Tu­ition: $26,054 per year for South Carolina res­i­dents; $46,996 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter; Stu­dent In­vest­ment Club Over­view: The pro­gram fo­cuses on giv­ing stu­dents hands-on train­ing through in­ten­sive role play­ing in a cap­stone, ser­vice learn­ing re­quire­ments with VITA and the op­por­tu­nity to serve as on-cam­pus peer-to-peer fi­nan­cial coaches, ac­cord­ing to lec­turer Joshua Har­ris.

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: 25 Fac­ulty: 3 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 14:1 col­legewide Tu­ition: $30,546 per year for un­der­grad­u­ates; $799 per grad­u­ate credit Clubs: N/A 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. with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 48 Fac­ulty: 10 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $11,519 per year for Colorado res­i­dents; $29,027 per year for non­res­i­dents Clubs: N/A Over­view: The rel­a­tively small co­hort of fi­nan­cial plan­ning stu­dents ben­e­fit from the re­sources of a large, tra­di­tional fi­nance pro­gram at an A.A.C.S.B. ac­cred­ited school, ac­cord­ing to pro­gram direc­tor Chris Stein.

CREIGHTON UNIVER­SITY Omaha, Ne­braska

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance with fi­nan­cial plan­ning con­cen­tra­tion; M.B.A. with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: Ap­prox­i­mately 24 to 30 Fac­ulty: 6 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 15:1 Tu­ition: Ap­prox­i­mately $1,100 per se­mes­ter Clubs: FPA stu­dent chap­ter Over­view: The pro­gram fo­cuses on de­vel­op­ing stu­dents’ crit­i­cal think­ing and most pro­fes­sors are prac­ti­tion­ers, ac­cord­ing to direc­tor Ed­ward Hor­witz. A ro­bust in­tern­ship net­work al­lows stu­dents to gain prac­ti­cal hands-on ex­pe­ri­ence.

DELAWARE STATE UNIVER­SITY Dover, Delaware

CFP Board-reg­is­tered pro­grams: Fi­nan­cial plan­ning mi­nor En­roll­ment: 20 Fac­ulty: 3 full-time Stu­dent-to-fac­ulty ra­tio: 16:1 Tu­ition: $7,868 per year for Delaware res­i­dents; $16,904 for non­res­i­dents Clubs: FPA stu­dent chap­ter; In­vest­ment Club; Ac­count­ing Club Over­view: The pro­gram is housed in an HBCU and of­fers a mi­nor open to stu­dents from all fields of study, ac­cord­ing to pro­gram direc­tor Nan­dita Das.

EAST­ERN ILLI­NOIS UNIVER­SITY Charleston, Illi­nois

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 22 Fac­ulty: 4 full-time Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $296 per credit hour Clubs: N/A Over­view: Stu­dents are re­quired to take a se­quence of six fi­nan­cial plan­ning classes.

EAST­ERN NEW MEX­ICO UNIVER­SITY Por­tales, New Mex­ico

CFP Board-reg­is­tered pro­grams: B.S.B.A. with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 89 Fac­ulty: 2 full-time Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 15-20:1 Tu­ition: $1,830.48 per se­mes­ter for New Mex­ico res­i­dents; $4,717.92 per se­mes­ter for non­res­i­dents Clubs: Ac­count­ing and Fi­nance Club Over­view: All cour­ses are of­fered on­line and can be com­pleted in one aca­demic year.

EDINBORO UNIVER­SITY Edinboro, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S.B.A. with per­sonal fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: Ap­prox­i­mately 50 Fac­ulty: 3 full-time Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 16:1 Tu­ition: $3,746 per se­mes­ter for Penn­syl­va­nia res­i­dents; $5,619 per se­mes­ter for do­mes­tic non­res­i­dents; $6,368 per se­mes­ter for in­ter­na­tional stu­dents Clubs: Per­sonal Fi­nan­cial Plan­ning Club Over­view: The pro­gram fea­tures a re­quired course called Per­sonal Fi­nan­cial Plan­ning Pro­fes­sion, where stu­dents learn about the his­tory of the pro­fes­sion, lis­ten to pre­sen­ta­tions from prac­ti­tion­ers and other ex­perts in the field in ad­di­tion to re­ceiv­ing ca­reer guid­ance, ac­cord­ing to pro­gram direc­tor Michael Eng­dahl.

FAIRLEIGH DICK­IN­SON UNIVER­SITY Tea­neck, New Jer­sey

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with con­cen­tra­tion in fi­nan­cial plan­ning and wealth man­age­ment En­roll­ment: 5 Fac­ulty: 6 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio:: 12: 1 for fi­nan­cial plan­ning/wealth man­age­ment cour­ses; 21:1 av­er­age for Col­lege of Busi­ness cour­ses Tu­ition: $39,686 per year at Metro cam­pus; $42,096 per year at Florham cam­pus. Many stu­dents qual­ify for fi­nan­cial aid. Clubs: Beta Al­pha Psi, In­vest­ment Club Over­view: Stu­dents re­ceive a foun­da­tion built on the con­cep­tual, tech­ni­cal and eth­i­cal as­pects of fi­nan­cial plan­ning and wealth man­age­ment.

FORT HAYS STATE UNIVER­SITY Hays, Kansas

CFP Board-reg­is­tered pro­grams: B.B.A. in busi­ness with a ma­jor in fi­nance and fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: Ap­prox­i­mately 24 Fac­ulty: 4 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 17:1 Tu­ition: $5,132.70 per year for Kansas res­i­dents; $15,201.60 per year for non­res­i­dents Clubs: Eco­nom­ics and Fi­nance Club Over­view: Stu­dents have the op­por­tu­nity to pur­sue a dou­ble de­gree in ac­count­ing and fi­nan­cial plan­ning, sat­is­fy­ing the re­quire­ments for both the CPA and CFP des­ig­na­tions. A dou­ble de­gree in mar­ket­ing and fi­nan­cial plan­ning is an­other vi­able al­ter­na­tive for stu­dents, ac­cord­ing to pro­gram direc­tor Tom Jo­hansen.

FRAMINGHAM STATE UNIVER­SITY Framingham, Mas­sachusetts

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 10 Fac­ulty: 1 full-time Stu­dent-to-fac­ulty ra­tio: N/A Tu­ition: $5,168 per term for Mas­sachusetts res­i­dents; $5,412 per term for New Eng­land re­gional res­i­dents; $8,208 per term for non­res­i­dents Clubs: N/A 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: 76 Fac­ulty: 8 full-time Stu­dent-to-fac­ulty ra­tio: 15:1 Tu­ition: $509 per credit hour Clubs: FPA stu­dent chap­ter Over­view: On­line cour­ses pro­vide flex­i­bil­ity and con­ve­nience for work­ing adults. Stu­dents are well con­nected with fi­nan­cial ser­vice pro­fes­sion­als in the in­dus­try, ac­cord­ing to pro­gram chair­woman Martina Peng.

GARD­NER-WEBB UNIVER­SITY Boil­ing Springs, North Carolina

CFP Board-reg­is­tered pro­grams: Mas­ter’s of wealth and trust man­age­ment En­roll­ment: Ap­prox­i­mately 10-20 Fac­ulty: 5 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 4:1 Tu­ition: $705 per credit hour Clubs: Masters of Wealth and Trust Man­age­ment Club Over­view: In ad­di­tion to ful­fill­ing the re­quire­ments for the CFP cer­ti­fi­ca­tion, stu­dents com­plet­ing the pro­gram have an in-depth un­der­stand­ing of the fields of study rel­e­vant to the Se­ries 7 ex­am­i­na­tion, ac­cord­ing to pro­gram co­or­di­na­tor and pro­fes­sor of fi­nance Sung­jae Fran­cis Kim.

GOLDEN GATE UNIVER­SITY San Fran­cisco

CFP Board-reg­is­tered pro­grams: M.S. in fi­nan­cial plan­ning En­roll­ment: 48 Fac­ulty: 10 ad­junct Stu­dent-to-fac­ulty ra­tio: 9:1 Tu­ition: $3,150 per 3-unit course Clubs: Stu­dents are in­te­grated into the FPA of San Fran­cisco chap­ter, which holds many of its monthly meet­ings on cam­pus. Over­view: The school also of­fers an M.S. in ad­vanced fi­nal plan­ning for stu­dents who have al­ready passed the CFP exam. Stu­dents can sat­isfy elec­tive re­quire­ments by tak­ing cour­ses in­clud­ing

In­tro­duc­tion to Fi­nan­cial Life Plan­ning, Fa­cil­i­tat­ing Fi­nan­cial Health and Coach­ing Skills for Fi­nan­cial Plan­ners, ac­cord­ing to pro­gram direc­tor Dave Yeske.

GRANTHAM UNIVER­SITY Lenexa, Kansas

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning En­roll­ment: 21 Fac­ulty: 5 full-time Stu­dent-to-fac­ulty ra­tio: 22:1 Tu­ition: $265 per credit hour with spe­cial rates for ac­tive duty mil­i­tary and vet­er­ans Clubs: N/A Over­view: The pro­gram pro­vides a real-world fi­nan­cial ad­vis­ing ed­u­ca­tion, fo­cus­ing on an­a­lyz­ing client sta­tus and set­ting pro­grams to achieve their goals, ac­cord­ing to Danielle Gib­son, direc­tor of in­sti­tu­tional re­search.

HUSSON UNIVER­SITY Ban­gor, Maine

CFP Board-reg­is­tered pro­grams: B.S.B.A. with con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 8 Fac­ulty: 2 full-time Stu­dent-to-fac­ulty ra­tio: 15:1 Tu­ition: $570 per credit hour Clubs: FPA stu­dent chap­ter Over­view: The new con­cen­tra­tion in fi­nan­cial plan­ning com­ple­ments stu­dent work on the Husson Stock In­dex, a mea­sure­ment that tracks and an­a­lyzes 27 com­pa­nies that are con­sid­ered to have an ef­fect on the Maine econ­omy, and the James and Carol Carlisle Fund, a stu­dent­man­aged in­vest­ment fund de­signed to pro­vide real life in­vest­ment man­age­ment ex­pe­ri­ence, ac­cord­ing to as­so­ciate pro­fes­sor J. Dou­glas Welling­ton.

ILLI­NOIS STATE UNIVER­SITY Nor­mal, Illi­nois

CFP Board-reg­is­tered pro­grams: Mi­nor in fi­nan­cial plan­ning En­roll­ment: 118 Fac­ulty: 10 full-time; 1 part-time Stu­dent-to-fac­ulty ra­tio: 17:1 Tu­ition: $14,516 per year for Illi­nois res­i­dents; $26,040 for non­res­i­dents. Un­der­grad­u­ate tu­ition is frozen for all four years. Clubs: FPA stu­dent chap­ter Over­view: The pro­gram of­fers Fi­nan­cial Fu­tures, a lunch-and-learn se­ries where stu­dents can learn in­for­mally about in­dus­try top­ics and ca­reer op­tions, ac­cord­ing to Edgar Nor­ton, pro­fes­sor of fi­nance and direc­tor of the school’s In­sti­tute for Fi­nan­cial Plan­ning and Anal­y­sis.

IN­DI­ANA WESLEYAN UNIVER­SITY Mar­ion, In­di­ana

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nan­cial plan­ning; M.B.A. in per­sonal fi­nan­cial plan­ning En­roll­ment: 35 Fac­ulty: 2 full-time; 5 ad­junct Stu­dent-to-fac­ulty ra­tio: 15:1 Tu­ition: $432 per credit hour for B.S.B.A. stu­dents; $562 per credit hour for M.A. stu­dents Clubs: N/A Over­view: Both pro­grams im­ple­ment a bi­b­li­cal frame­work that guides in­ter­ac­tions and plan­ning within the fi­nan­cial plan­ning process, ac­cord­ing to pro­gram direc­tor Duane Kilty.

IOWA STATE UNIVER­SITY Ames, Iowa

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial con­sult­ing and plan­ning; M.S. in fam­ily and con­sumer sci­ence with a fi­nan­cial plan­ning em­pha­sis En­roll­ment: 37 un­der­grad­u­ate; 32 grad­u­ate Fac­ulty: 5 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 6:1 at the pro­gram level Tu­ition: $3,870 per se­mes­ter for un­der­grad­u­ate Iowa res­i­dents; $11,072 per se­mes­ter for non­res­i­dent un­der­grad­u­ates; $11,850 per se­mes­ter for in­ter­na­tional grad­u­ates; $580 per credit hour for grad­u­ate pro­grams Clubs: FPA stu­dent chap­ter Over­view: The pro­grams are hosted in the De­part­ment of Hu­man De­vel­op­ment and Fam­ily Stud­ies in the Col­lege of Hu­man Sciences. The pro­grams equally em­pha­size the hu­man and tech­ni­cal sides of fi­nan­cial plan­ning, ac­cord­ing to Iowa State pro­fes­sor Jonathan Fox.

KANSAS STATE UNIVER­SITY Ames, Iowa

CFP Board-reg­is­tered pro­grams: B.S. in per­sonal fi­nan­cial plan­ning; M.S. in per­sonal fi­nan­cial plan­ning; PH.D. in per­sonal fi­nan­cial plan­ning En­roll­ment: 80 un­der­grad­u­ate; 45 grad­u­ate; 47 doc­toral Fac­ulty: 9 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 19:1 un­der­grad­u­ate; 9:1 grad­u­ate; 6:1 doc­toral Tu­ition: $349.10 per credit for Kansas res­i­dents; $860.20 per credit hour for non­res­i­dents Clubs: FPA stu­dent chap­ter; PFP Peer Men­tors; Pow­er­cat Fi­nan­cial Coun­sel­ing Over­view: Un­der­grad­u­ate stu­dents have a place­ment rate of over 95% af­ter grad­u­a­tion, with the most re­cent class earn­ing a me­dian salary of $45,000, ac­cord­ing to pro­gram direc­tor and as­so­ciate pro­fes­sor Martin Seay. Stu­dents are ac­tive in their FPA chap­ter and serve as peer fi­nan­cial coun­selors through Pow­er­cat Fi­nan­cial. A new men­tor­ship pro­gram for per­sonal fi­nan­cial plan­ning stu­dents al­lows stu­dents within the pro­gram to men­tor one an­other.

KUTZTOWN UNIVER­SITY OF PENN­SYL­VA­NIA Kutztown, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S.B.A. with per­sonal fi­nan­cial plan­ning track En­roll­ment: 25 Fac­ulty: 3 full-time; 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $5,400.80 in tu­ition and fees for Penn­syl­va­nia res­i­dents; $11,312.80 for non­res­i­dents. Re­duc­tions may ap­ply for qual­i­fy­ing non-penn­syl­va­nia res­i­dents. Clubs: Per­sonal Fi­nan­cial Plan­ning Club Over­view: The pro­gram track has an ac­tive ad­vi­sory board con­sist­ing of suc­cess­ful in­di­vid­u­als in the fi­nan­cial ser­vices sec­tor who pro­vide valu­able in­sights to stu­dents, ac­cord­ing to pro­fes­sor Jonathan Kramer.

LIB­ERTY UNIVER­SITY Lynch­burg, Vir­ginia

CFP Board-reg­is­tered pro­grams: B.S.B.A. in busi­ness with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 223 Fac­ulty: 3 full-time; 11 part-time Stu­dent-to-fac­ulty ra­tio: 16:1 Tu­ition: $90 per credit hour for full-time on­line stu­dents; $455 per credit hour

for part-time on­line stu­dents; $660 per credit hour for full-time res­i­den­tial stu­dents; $815 per credit for part-time res­i­den­tial stu­dents Clubs: N/A Over­view: All re­cent grad­u­ates who de­sire to have po­si­tions in fi­nan­cial ser­vices are em­ployed and most re­ceive job of­fers be­fore grad­u­a­tion, ac­cord­ing to pro­gram direc­tor Gene Sul­li­van. Some stu­dents also com­plete the King­dom Ad­vi­sor Core Train­ing (bi­b­li­cal un­der­stand­ing of money and fi­nances), which al­lows them to purse the Cer­ti­fied King­dom Ad­vi­sor des­ig­na­tion af­ter suc­cess­fully com­plet­ing the re­quire­ments to be­come a CFP.

MIN­NESOTA STATE UNIVER­SITY, MANKATO Mankato, Min­nesota

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning, fi­nan­cial plan­ning mi­nor En­roll­ment: 63 in de­gree pro­gram; 13 mi­nor Fac­ulty: 2 full-time; 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 25:1 Tu­ition: $7,858 per year for Min­nesota res­i­dents; $15,602 per year for non­res­i­dents Clubs: Fi­nan­cial Plan­ning Club Over­view: The pro­gram fo­cuses on qual­i­ta­tive skills as well as tech­ni­cal con­cepts, process de­vel­op­ment and tech­nol­ogy, ac­cord­ing to pro­fes­sor Dan Hiebert.

MIS­SOURI STATE UNIVER­SITY Spring­field, Mis­souri

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning op­tion En­roll­ment: 50 Fac­ulty: 11 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 26:1 Tu­ition: $212 per credit hour, plus mis­cel­la­neous fees Clubs: N/A Over­view: The pro­gram is built around tra­di­tional un­der­grad­u­ate stu­dents who seek fi­nan­cial plan­ning as their first ca­reer choice, ac­cord­ing to as­so­ciate pro­fes­sor James Philpot. The May 2018 grad­u­at­ing class was 100% placed by April.

MOLLOY COL­LEGE Rockville Cen­tre, New York

CFP Board-reg­is­tered pro­grams: M.B.A. in fi­nan­cial plan­ning (on-site and on­line); per­sonal fi­nan­cial plan­ning mi­nor En­roll­ment: 50 Fac­ulty: 1 full-time; 6 ad­junct Stu­dent-to-fac­ulty ra­tio: 16:1 Tu­ition: $900 per credit for un­der­grad­u­ate pro­gram; $1,100 for grad­u­ate pro­gram Clubs: Fi­nance Club, Busi­ness and Ac­count­ing Club Over­view: All pro­fes­sors are all cur­rently prac­tic­ing CFPS, CPAS or at­tor­neys, pro­vid­ing stu­dents with sev­eral net­work­ing op­por­tu­ni­ties, ac­cord­ing to Bruce L. Haller, as­so­ciate dean and direc­tor of grad­u­ate busi­ness pro­grams.

MOUNT VER­NON NAZARENE UNIVER­SITY Mount Ver­non, Ohio

CFP Board-reg­is­tered pro­grams: Fi­nan­cial plan­ning mi­nor En­roll­ment: 20 Fac­ulty: 2 full-time Stu­dent-to-fac­ulty ra­tio: 15:1 Tu­ition: $28,994 per year Clubs: Stu­dents are heav­ily en­gaged with King­dom Ad­vi­sors Over­view: All stu­dents com­plete train­ing in Bi­b­li­cal stew­ard­ship which is heav­ily in­flu­enced by the train­ing of­fered by King­dom Ad­vi­sors, the largest pro­fes­sional as­so­ci­a­tion of Chris­tian fi­nan­cial ad­vi­sors in the U.S., ac­cord­ing to pro­gram co­or­di­na­tor and as­so­ciate pro­fes­sor Kelly Rush. The pro­gram’s close prox­im­ity to Colum­bus, Ohio, al­lows many stu­dents to en­joy in­tern­ship op­por­tu­ni­ties through­out the school year as well as dur­ing the sum­mer.

MUR­RAY STATE UNIVER­SITY Mur­ray, Ken­tucky

CFP Board-reg­is­tered pro­grams: B.S. in busi­ness with fi­nan­cial plan­ning track En­roll­ment: Ap­prox­i­mately 15 to 20 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 12-15 credit hours Clubs: N/A Over­view: The pro­gram is of­fered in the univer­sity’s Arthur J. 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 in­vest­ment man­age­ment chair­man David Durr.

NORTH DAKOTA STATE UNIVER­SITY Fargo, North Dakota

CFP Board-reg­is­tered pro­grams: M.S. in hu­man de­vel­op­ment and fam­ily sci­ence with an em­pha­sis in fam­ily fi­nan­cial plan­ning En­roll­ment: 15 Fac­ulty: 13 full-time Stu­dent-to-fac­ulty ra­tio: N/A Tu­ition: $545 per credit Clubs: N/A Over­view: The pro­gram is of­fered 100% on­line so stu­dents can choose to com­plete course­work when it’s con­ve­nient to them. In ad­di­tion to the tra­di­tional CFP topic ar­eas, the pro­gram helps stu­dents de­velop skills to help fam­i­lies with fi­nan­cial man­age­ment, ac­cord­ing to pro­gram direc­tor Jim Deal.

OHIO STATE UNIVER­SITY Colum­bus, Ohio

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning En­roll­ment: 90 Fac­ulty: 8 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 8:1 Tu­ition: $10,726 per year for Ohio res­i­dents; $30,742 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter, Stu­dent Fi­nan­cial Plan­ning Club Over­view: The fi­nan­cial plan­ning track, part of a con­sumer and fam­ily fi­nan­cial ser­vices ma­jor, has an em­pha­sis on fam­ily fi­nan­cial man­age­ment. Sub­jects in­clude gen­eral fi­nan­cial plan­ning, in­sur­ance, credit, sav­ings, in­vest­ment in­stru­ments to reach fi­nan­cial goals, and re­tire­ment and es­tate plan­ning. Cour­ses are taught mostly by full-time fac­ulty, ac­cord­ing to pro­gram chair­man Sher­man Hanna.

OLD DO­MIN­ION UNIVER­SITY Nor­folk, Vir­ginia

CFP Board-reg­is­tered pro­grams: B.S.B.A. in per­sonal fi­nan­cial plan­ning En­roll­ment: 21 Fac­ulty: 10 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $10,872 per year for Vir­ginia res­i­dents; $29,772 per year for non­res­i­dents Clubs: The stu­dent mem­ber­ship fee for the lo­cal FPA chap­ter is paid for by the pro­gram. Over­view: The pro­gram co­or­di­nates sev­eral ac­tiv­i­ties with the lo­cal chap­ter of the FPA and the So­ci­ety of Fi­nan­cial Ser­vice Pro­fes­sion­als. These in­clude on­cam­pus pre­sen­ta­tions, chap­ter pre­sen­ta­tions and meet­ings and co­or­di­nat­ing in­tern­ships, ac­cord­ing to Bruce Ru­bin, as­so­ciate pro­fes­sor of fi­nance.

OLIVET NAZARENE UNIVER­SITY Bour­bon­nais, Illi­nois

CFP Board-reg­is­tered pro­grams: B.S. in eco­nom­ics and fi­nance with a con­cen­tra­tion in cer­ti­fied fi­nan­cial plan­ning En­roll­ment: 31 Fac­ulty: 4 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $42,840 per year for tu­ition, fees, room and board Clubs: In­vest­ment Club; the fi­nance de­part­ment is also a mem­ber of the Stu­dent Man­aged In­vest­ment Fund Con­sor­tium Over­view: The pro­gram has a 71% CFP exam pass-rate, which is higher than the na­tional av­er­age, ac­cord­ing to Dou­glas Nielsen, as­so­ciate pro­fes­sor of fi­nance. Through stu­dent-led lead­er­ship, the In­vest­ment Club has cre­ated a stu­dent man­aged in­vest­ment fund that en­ables stu­dents to ac­tively man­age a port­fo­lio.

OUR LADY OF THE ELMS COL­LEGE Chicopee, Mas­sachusetts

CFP Board-reg­is­tered pro­grams: M.S. in ac­count­ing and fi­nan­cial plan­ning, M.B.A. in fi­nan­cial plan­ning En­roll­ment: 7 Fac­ulty: 1 full-time; 6 ad­junct Stu­dent-to-fac­ulty ra­tio: 7:1 at the pro­gram level Tu­ition: $700 per credit with a $250 com­pre­hen­sive free. $100 reg­is­tra­tion/ tech fee per se­mes­ter Clubs: N/A Over­view: Stu­dents learn about emo­tional in­tel­li­gence, ac­tive lis­ten­ing and prac­tice pre­sent­ing in­for­ma­tion in a man­ner that clients can un­der­stand. The pro­gram fo­cuses on three main ar­eas of tech­ni­cal com­pe­tency, em­pa­thy and sales, ac­cord­ing to Amanda Gar­cia, direc­tor of the school’s cen­ter for en­tre­pre­neur­ial lead­er­ship.

PENN STATE ERIE — THE BEHREND COL­LEGE Erie, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a cer­tifi­cate in fi­nan­cial plan­ning En­roll­ment: 63 Fac­ulty: 4 full-time; 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 30:1 Tu­ition: $6,934 for Penn­syl­va­nia stu­dents; $10,937 for non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: The pro­gram is of­fered both on-cam­pus and on­line through Penn State World Cam­pus. 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 full-time; 4 con­tin­u­ing lec­tur­ers Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $20,022 per year for In­di­ana res­i­dents; $38,824 per year for non­res­i­dents; $40,984 for in­ter­na­tional stu­dents. All fig­ures in­clude room and board. Clubs: FPA stu­dent chap­ter Over­view: The pro­gram claims 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.

PRAIRIE VIEW A&M UNIVER­SITY Prairie View, Texas

CFP Board-reg­is­tered pro­grams: Fi­nan­cial plan­ning mi­nor En­roll­ment: 5 Fac­ulty: 2 full-time; 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $2,658.25 per se­mes­ter for Texas res­i­dents; $6,235.82 for non­res­i­dents Clubs: Prairie View Fi­nance As­so­ci­a­tion Over­view: The mi­nor is housed in the Aacsb-ac­cred­ited col­lege of busi­ness and is open to stu­dents from all fields of study. The pro­gram is cen­tered on holis­tic val­ues-based fi­nan­cial plan­ning and is com­mit­ted to adding di­ver­sity to the in­dus­try, ac­cord­ing to pro­gram direc­tor Danny Har­vey.

RE­GENT UNIVER­SITY Vir­ginia Beach, Vir­ginia

CFP Board-reg­is­tered pro­grams: M.A. in fi­nan­cial plan­ning and law for stu­dents start­ing in the fall 2018; M.A. in law and wealth man­age­ment with a fi­nan­cial plan­ning con­cen­tra­tion for stu­dents en­ter­ing be­fore the fall of 2018 En­roll­ment: Ap­prox­i­mately 35 to 40 Fac­ulty: 2 full-time; 5 ad­junct Stu­dent-to-fac­ulty ra­tio: 6:1 Tu­ition: $650 per credit; $19,500 for com­plete tu­ition for 30-credit de­gree Clubs: The lo­cal FPA chap­ter wel­comes stu­dent par­tic­i­pa­tion in its Nex­tgen pro­gram. Over­view: The pro­gram is housed in Re­gent’s School of Law, pro­vid­ing ac­cess to the law pro­gram’s es­tate plan­ning and tax ex­perts, ac­cord­ing to pro­gram direc­tor Ja­nis Kirk­land. The cur­ricu­lum fo­cuses on le­gal thought, writ­ing and crit­i­cal think­ing and is taught from a “Judeochris­tian per­spec­tive.”

RHODE IS­LAND COL­LEGE Prov­i­dence, Rhode Is­land

CFP Board-reg­is­tered pro­grams: Masters of pro­fes­sional ac­coun­tancy En­roll­ment: 20 Fac­ulty: 6 full-time; 6 part-time Stu­dent-to-fac­ulty ra­tio: 6:1 Tu­ition: Av­er­age of $500 per credit; 30-credit pro­gram Clubs: Ac­count­ing Club Over­view: Small classes max­i­mize stu­dent learn­ing. Stu­dents can re­ceive a mas­ter’s de­gree for less than $16,000, ac­cord­ing to pro­gram direc­tor Sean Cote.

RUT­GERS UNIVER­SITY Ne­wark, New Jer­sey

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning En­roll­ment: 6 Fac­ulty: 5 full-time; 5 part-time Stu­dent-to-fac­ulty ra­tio: 13:1 Tu­ition: $14,085 per year for New Jer­sey res­i­dents; $40,026 for non­res­i­dents Clubs: N/A 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: 28 un­der­grad­u­ate; 87 grad­u­ate Fac­ulty: 13 full-time; 6 part-time Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $44,794 per year for un­der­grad­u­ates; $1,043 per credit for mas­ter’s stu­dents Clubs: N/A Over­view: Stu­dents can uti­lize the school’s Wall Street Trad­ing Room in or­der to ac­cess elec­tronic sources of fi­nan­cial and in­vest­ment data, an­a­lyt­i­cal tools and trad­ing sim­u­la­tions, pro­vid­ing hands-on learn­ing and real-life sce­nar­ios that en­hance the stu­dent ex­pe­ri­ence, ac­cord­ing to pro­gram direc­tor Jean­nine La­je­unesse.

SAL­IS­BURY UNIVER­SITY Sal­is­bury, Mary­land

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with fi­nan­cial plan­ning track En­roll­ment: 104 Fac­ulty: 6 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 11:1 Tu­ition: $9,824 per year for Mary­land res­i­dents; $19,526 for non­res­i­dents Clubs: Fi­nan­cial Man­age­ment As­so­ci­a­tion Over­view: Stu­dents who have had an in­tern­ship with a fi­nan­cial plan­ning firm dur­ing their course of study have of­ten been hired by that firm, ac­cord­ing to ad­min­is­tra­tive as­sis­tant Jodie Gal­lons. SAN DIEGO STATE UNIVER­SITY San Diego CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nan­cial ser­vices with a cer­tifi­cate in fi­nan­cial plan­ning; M.S.B.A. with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 140 Fac­ulty: 10 full-time; 7 ad­junct Stu­dent-to-fac­ulty ra­tio: 34:1 Tu­ition: $5,940 per se­mes­ter for un­der­grad­u­ate Cal­i­for­nia res­i­dents; $9,684 per se­mes­ter for un­der­grad­u­ate non­res­i­dents; $7,701 per se­mes­ter for grad­u­ate Cal­i­for­nia res­i­dents; $12,396 for grad­u­ate non­res­i­dents Clubs: FPA stu­dent chap­ter; Nex­tgen chap­ter; NAPFA af­fil­i­a­tion; Fi­nance and In­vest­ment So­ci­ety Over­view: The pro­gram in­te­grates ap­plied, the­o­retic and con­cep­tual ap­proaches. Fac­ulty are ac­tive in in­vest­ments, fi­nan­cial plan­ning and tax­a­tion re­search, ac­cord­ing to pro­gram direc­tor Tom Warschauer. The pro­gram stresses pro­fes­sional and fidu­ciary ap­proaches to plan­ning and the 3M com­mu­ni­ca­tions lab al­lows stu­dents to ex­pe­ri­ence coun­sel­ing first­hand.

SHEP­HERD UNIVER­SITY

Shep­herd­stown, West Vir­ginia CFP Board-reg­is­tered pro­grams: B.S.B.A. with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 15 Fac­ulty: 4 Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $308 per credit hour for West Vir­ginia res­i­dents; $745 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 Clubs: FPA stu­dent chap­ter 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 through a schol­ar­ship pro­gram seek­ing stu­dent who wish to study fi­nan­cial plan­ning and re­turn to their com­mu­ni­ties in fu­ture. The school has es­tab­lished a new Col­lege of Busi­ness, pro­vid­ing ad­di­tional re­sources from the univer­sity and com­mu­nity for fi­nan­cial ed­u­ca­tion.

SHIPPENSBURG UNIVER­SITY Shippensburg, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S.B.A. with per­sonal fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 40 Fac­ulty: 3 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $300 per credit

Clubs: The school main­tains a re­la­tion­ship with the FPA of Cen­tral PA. Over­view: The univer­sity has a wellestab­lished busi­ness in­tern­ship pro­gram that pro­vides op­por­tu­ni­ties for on-the-job ex­pe­ri­ence while earn­ing col­lege cred­its.

SOUTH DAKOTA STATE UNIVER­SITY Brook­ings, South Dakota

CFP Board-reg­is­tered pro­grams: M.S. in fam­ily fi­nan­cial plan­ning En­roll­ment: 8 Fac­ulty: 1 full-time Stu­dent-to-fac­ulty ra­tio: 8:1 Tu­ition: $1,590 per three-credit course Clubs: N/A Over­view: The on­line mas­ter’s pro­gram is of­fered col­lab­o­ra­tively through the Great Plain In­ter­ac­tive Dis­tance Ed­u­ca­tion Al­liance.

SOUTH­ERN NEW HAMP­SHIRE STATE UNIVER­SITY Man­ches­ter, New Hamp­shire

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 145 Fac­ulty: To­tal 75 Stu­dent-to-fac­ulty ra­tio: 10:1 Tu­ition: $320 per credit and $960 per course; $225 per credit and $675 per course for full-time and part-time ac­tive mil­i­tary ser­vice mem­bers and spouses of ac­tive duty ser­vice mem­bers Clubs: FPA stu­dent chap­ter be­ing cre­ated 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. An em­bed­ded grad­ing rubric al­lows in­struc­tors to eas­ily col­lect stu­dent learn­ing data, en­sur­ing stu­dents are achiev­ing the course out­comes.

STATE UNIVER­SITY OF NEW YORK COBLESKILL Cobleskill, New York

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial ser­vices with a con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 20 Fac­ulty: 2 full-time Stu­dent-to-fac­ulty ra­tio: 11:1 Tu­ition: $6,670 per year for New York res­i­dents; $16,320 per year for non­res­i­dents Clubs: Busi­ness Ca­reers Club Over­view: Both fac­ulty mem­bers are tenured full-time pro­fes­sors with over 35 years of prac­tice ex­pe­ri­ence. The pro­gram in­cludes a re­quired in­tern­ship.

STEPHEN F. AUSTIN STATE UNIVER­SITY Nacog­doches, Texas

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with spe­cial em­pha­sis in fi­nan­cial plan­ning; fi­nan­cial plan­ning mi­nor avail­able to busi­ness ma­jors En­roll­ment: 15 Fac­ulty: 4 full-time Stu­dent-to-fac­ulty ra­tio: Ap­prox­i­mately 12:1 at the pro­gram level Tu­ition: $4,158 in tu­ition and fees per se­mes­ter for Texas res­i­dents; $9,138 in tu­ition and fees per se­mes­ter for non­res­i­dents Clubs: N/A Over­view: The direc­tor of the pro­gram has prac­ticed in the field of fi­nan­cial plan­ning, as well as es­tate plan­ning and tax, for 53 years. All teach­ers in the pro­gram are full-time and have ter­mi­nal de­grees.

SUF­FOLK UNIVER­SITY Bos­ton

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance with fi­nan­cial plan­ning con­cen­tra­tion; B.S.B.A. in wealth man­age­ment En­roll­ment: 30 Fac­ulty: 13 full-time; 6 ad­junct Stu­dent-to-fac­ulty ra­tio: 13:1 Tu­ition: $19,210 per se­mes­ter Clubs: N/A Over­view: The school is near the fi­nan­cial district. Some stu­dents al­ready work in the fi­nan­cial ser­vices in­dus­try, ac­cord­ing to pro­fes­sor of fi­nance Kashif A. Ahmed.

TEM­PLE UNIVER­SITY Phil­a­del­phia

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning En­roll­ment: 100 Fac­ulty: 4 full-time; 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $20,208 per year for Penn­syl­va­nia res­i­dents; $35,712 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter; Tem­ple Univer­sity In­vest­ment As­so­ci­a­tion; Fi­nan­cial Man­age­ment As­so­ci­a­tion Over­view: Stu­dents cus­tom­ize their learn­ing path with cour­ses from a wide va­ri­ety of de­part­ments and ar­eas of stud­ies at the Fox School of Busi­ness, ac­cord­ing to pro­gram direc­tor Cyn­thia Ax­el­rod. Stu­dents have the op­por­tu­nity to con­nect to in­dus­try prac­ti­tion­ers each se­mes­ter through a pro­fes­sional speak­ers se­ries.

TEXAS A&M UNIVER­SITY Col­lege Sta­tion, Texas

CFP Board-reg­is­tered pro­grams: Fi­nan­cial plan­ning mi­nor En­roll­ment: 125 Fac­ulty: 2 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $5,992.40 per se­mes­ter for Texas res­i­dents; $19,041.41 per se­mes­ter for non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: The pro­gram cen­ters on holis­tic val­ues-based fi­nan­cial plan­ning with a fo­cus on the in­te­gra­tion of dig­i­tal tech­nol­ogy. Cour­ses are taught on­line and face-to-face by aca­demic pro­fes­sors and fi­nan­cial plan­ning pro­fes­sion­als, ac­cord­ing to pro­gram direc­tor Nathan Har­ness. In ad­di­tion to com­pet­ing in na­tional fi­nan­cial plan­ning com­pe­ti­tions, stu­dents have the op­por­tu­nity to net­work with in­dus­try pro­fes­sion­als at the an­nual Fi­nan­cial Plan­ning Con­fer­ence hosted by Texas A&M Univer­sity. Stu­dents also part­ner with the Money Ed­u­ca­tion Cen­ter where they gain hands-on ex­pe­ri­ence with men­tor­ing peers on fi­nan­cial top­ics.

EXAS A&M UNIVER­SITY — COM­MERCE Com­merce, Texas

CFP Board-reg­is­tered pro­grams: Fi­nan­cial plan­ning un­der­grad­u­ate and grad­u­ate mi­nor En­roll­ment: 50 Fac­ulty: 3 full-time; 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 10:1 Tu­ition: $8,723 per year

Clubs: Eco­nom­ics/fi­nance So­ci­ety Over­view: The pro­gram cen­ters on help­ing un­der­served clients in the United States as the school boasts one of the most di­ver­si­fied stu­dent pop­u­la­tions in the state of Texas, ac­cord­ing to pro­gram direc­tor Jared Pick­ens. The pro­gram fo­cuses on train­ing bilin­gual fi­nan­cial plan­ners. It is of­fered both in 100% on­line and hy­brid for­mats.

TEXAS TECH UNIVER­SITY Lub­bock, Texas

CFP Board-reg­is­tered pro­grams: Un­der­grad­u­ate to PH.D., in­clud­ing mi­nors and dual grad­u­ate de­grees in fi­nan­cial plan­ning and busi­ness or law. An ac­cel­er­ated bach­e­lor’s-to-mas­ter’s pro­gram al­lows stu­dents to earn both de­grees in five years, and a hy­brid M.S. de­gree pro­gram is taught on-site for work­ing pro­fes­sion­als. En­roll­ment: 210 un­der­grad­u­ates; 148 grad­u­ate stu­dents; 50 doc­toral stu­dents Fac­ulty: 13 ten­ure or ten­ure-track fac­ulty; 1 pro­fes­sor of prac­tice; 1 in­struc­tor; 5 ad­junct Stu­dent-to-fac­ulty ra­tio: 22:1 Tu­ition: $11,046 per year for Texas un­der­grad­u­ate res­i­dents, $23,496 per year for un­der­grad­u­ate non­res­i­dents; $8,770 per year for Texas grad­u­ate res­i­dents, $17,070 per year for grad­u­ate non­res­i­dents based on 15 hours/se­mes­ter for un­der­grad­u­ates and 10 hours/ se­mes­ter for stu­dents tak­ing classes on cam­pus. Clubs: FPA stu­dent chap­ter Over­view: Grad­u­ates have had a job place­ment rate ex­ceed­ing 90% over the past decade. Stu­dents have ac­cess to 25 un­der­grad­u­ate and 40 grad­u­ate level classes taught by per­sonal fi­nan­cial plan­ning fac­ulty. They travel to pro­fes­sional con­fer­ences, pur­sue in­tern­ships, vol­un­teer in the com­mu­nity, and par­tic­i­pate in mul­ti­ple stu­dent or­ga­ni­za­tions to en­hance their ed­u­ca­tion and pro­fes­sional de­vel­op­ment, ac­cord­ing to de­part­ment chair­per­son Vickie Hamp­ton.

THOMAS JEF­FER­SON UNIVER­SITY Phil­a­del­phia

CFP Board-reg­is­tered pro­grams: M.S. in tax­a­tion with fi­nan­cial plan­ning track En­roll­ment: 30 Fac­ulty: 2 full-time, 4 part-time Stu­dent-to-fac­ulty ra­tio: 8:1 in un­der­grad­u­ate pro­grams Tu­ition: $1,170 per credit Clubs: Fi­nan­cial Plan­ning So­ci­ety Over­view: The pro­gram’s cur­ricu­lum is flex­i­ble with full- and part-time op­tions, mul­ti­ple start dates, and a “term-off” op­tion for tax pro­fes­sion­als. Cour­ses are of­fered on cam­pus, on­line or in a hy­brid for­mat. An ad­vi­sor board con­sist­ing of fi­nan­cial plan­ning, tax and le­gal pro­fes­sion­als over­sees the pro­gram and cri­tiques the com­pre­hen­sive fi­nan­cial plans of cap­stone course stu­dents.

TOW­SON UNIVER­SITY Tow­son, Mary­land

CFP Board-reg­is­tered pro­grams: B.S.B.A. with fi­nan­cial plan­ning track En­roll­ment: 32 Fac­ulty: 3 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 17:1 Tu­ition: $4,847 per se­mes­ter for Mary­land res­i­dents; $11,070 per se­mes­ter for non­res­i­dents Clubs: Fi­nan­cial Man­age­ment As­so­ci­a­tion; Tow­son Univer­sity In­vest­ment Group Over­view: As a de­gree re­quire­ment, stu­dents must com­plete an in­tern­ship. Through strong, ro­bust re­la­tion­ships with lo­cal com­pa­nies and wealth man­age­ment firms, the school’s Col­lege of Busi­ness and Eco­nom­ics helps con­nect stu­dents to ex­pe­ri­en­tial op­por­tu­ni­ties. Stu­dents also gain a com­pet­i­tive edge through rec­og­nized cre­den­tials built into the pro­gram, in­clud­ing Bloomberg Es­sen­tials Cer­ti­fi­ca­tion for Eq­ui­ties and Mi­crosoft Ex­cel Spe­cial­ist Cer­ti­fi­ca­tion, ac­cord­ing to fi­nance chair­man Babu Barad­waj.

UNIVER­SITY OF AKRON Akron, Ohio

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning; dual-de­gree pro­gram with B.B.A. in fi­nan­cial plan­ning and B.S. in ac­count­ing; mi­nor in fi­nan­cial plan­ning En­roll­ment: 126 ma­jors; 3 mi­nors Fac­ulty: 8 full-time, 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 22:1 in un­der­grad­u­ate pro­grams Tu­ition: Varies based on credit hours and res­i­den­tial sta­tus Clubs: The Fi­nan­cial Plan­ning Stu­dent As­so­ci­a­tion is af­fil­i­ated with both the FPA and the So­ci­ety of Fi­nan­cial Ser­vice Pro­fes­sion­als. Over­view: The pro­gram holds an an­nual Fi­nan­cial Plan­ning Women & Di­ver­sity Sym­po­sium ad­dress­ing the need for more di­ver­sity in the fi­nan­cial ser­vices in­dus­try. Stu­dents are also in­volved with fi­nan­cial lit­er­acy pro­grams for high school ju­niors in the com­mu­nity and with the lo­cal FPA chap­ter.

UNIVER­SITY OF ALABAMA Tuscaloosa, Alabama

CFP Board-reg­is­tered pro­grams: B.S. in com­merce and busi­ness ad­min­is­tra­tion with mi­nor in per­sonal wealth man­age­ment of­fered through the Cul­ver­house Col­lege of Com­merce and Busi­ness Ad­min­is­tra­tion; B.S. in con­sumer sciences with con­cen­tra­tion in fi­nan­cial plan­ning, M.S. in con­sumer sciences with con­cen­tra­tion in fi­nan­cial plan­ning of­fered through the Col­lege of Hu­man En­vi­ron­men­tal Sciences En­roll­ment: 30 in Col­lege of Com­merce and Busi­ness pro­gram; 65 un­der­grad­u­ates and 77 grad­u­ates in Col­lege of Hu­man En­vi­ron­men­tal Sciences pro­grams Fac­ulty: 19 full-time, 2 ad­junct in the Cul­ver­house Col­lege of Com­merce and Busi­ness Ad­min­is­tra­tion; 12 full-time in the Col­lege of Hu­man En­vi­ron­men­tal Sciences Stu­dent-to-fac­ulty ra­tio: Classes are capped at 35 stu­dents in both schools Tu­ition: $5,235 per year for Alabama res­i­dents, un­der­grad­u­ate and grad­u­ate; $12,975 for non­res­i­dents, un­der­grad­u­ate and grad­u­ate. Spe­cial pric­ing of $346 per un­der­grad­u­ate credit hour and $367 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. Clubs: FPA stu­dent chap­ter; Alabama Fi­nance As­so­ci­a­tion, Alabama In­sur­ance So­ci­ety Over­view: The pro­gram in the Cul­ver­house Col­lege of Com­merce and Busi­ness Ad­min­is­tra­tion of­fers the com­bi­na­tion of a busi­ness de­gree and plan­ning mi­nor, al­low­ing stu­dents to hone skills nec­es­sary to run their own busi­nesses or work at larger or­ga­ni­za­tions within the

fi­nan­cial ser­vices in­dus­try. 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.S.B.A. with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 18 Fac­ulty: 2 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 14:1; av­er­age class size of 27 in fi­nan­cial plan­ning cour­ses Tu­ition: $14,950 per se­mes­ter Clubs: N/A 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: 74 Fac­ulty: 6 full-time Stu­dent-to-fac­ulty ra­tio: 12:3 Tu­ition: $8,016 per se­mes­ter for Colorado res­i­dents with the Colorado Op­por­tu­nity Stipend ap­plied; $19,390 per se­mes­ter for non­res­i­dents Clubs: FPA stu­dent chap­ter be­ing cre­ated 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 and wealth man­age­ment; B.S. in fi­nan­cial plan­ning and wealth man­age­ment with a mi­nor in trust man­age­ment En­roll­ment: 96 Fac­ulty: 4 full-time; 3 ad­juncts Stu­dent-to-fac­ulty ra­tio: Av­er­age class size in fi­nan­cial plan­ning pro­gram is 22 stu­dents Tu­ition: $5,935 per se­mes­ter for Delaware res­i­dents (up to 17 cred­its); $15,930 per se­mes­ter for non­res­i­dents (up to 17 cred­its) Clubs: FPA stu­dent chap­ter be­ing cre­ated Over­view: Fi­nan­cial plan­ning stu­dents have mul­ti­ple op­por­tu­ni­ties to hear from in­dus­try pro­fes­sion­als in a speaker se­ries. Stu­dents are each paired with a mem­ber of the pro­gram’s ad­vi­sory board dur­ing the cap­stone course to work on a re­al­life client case.

UNIVER­SITY OF GE­OR­GIA Athens, Ge­or­gia

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning, M.S. in fi­nan­cial plan­ning (on­line or on-site), PH.D. in fi­nan­cial plan­ning En­roll­ment: 128 un­der­grad­u­ate; 70 grad­u­ate; 12 doc­toral Fac­ulty: 10 full-time; 3 ad­juncts Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $2,838 for up to 6 hours/$4,776 for 6 hours or more for un­der­grad­u­ate Ge­or­gia res­i­dents; $8,346 for up to 6 hours/$14,063 for 6 hours or more for un­der­grad­u­ate non­res­i­dents; $365 per credit hour for 1-11 hours/$4,325 for 12 or more hours for grad­u­ate Ge­or­gia res­i­dents; $1,029 per credit hour for 1-11 hours/$12,346 for 12 or more hours for grad­u­ate non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: Each of the fi­nan­cial plan­ning de­gree op­tions is 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: 73 Fac­ulty: 8 full-time; 3 ad­juncts Stu­dent-to-fac­ulty ra­tio: 22:1 Tu­ition: $11,104 per year for Texas res­i­dents; $26,554 per year for non­res­i­dents Clubs: N/A Over­view: Stu­dents are given the op­por­tu­nity to vol­un­teer to pro­vide fi­nan­cial lit­er­acy on cam­pus and in the greater Hous­ton com­mu­nity. Stu­dents are fre­quently tar­geted by com­pa­nies in the fi­nan­cial plan­ning and ad­vis­ing in­dus­try, ac­cord­ing to pro­gram direc­tor John C. Lopez.

UNIVER­SITY OF ILLI­NOIS AT URBANACHAMPAIGN Ur­bana, Illi­nois

CFP Board-reg­is­tered pro­grams: B.S. in agri­cul­tural and con­sumer eco­nom­ics with con­cen­tra­tion in fi­nan­cial plan­ning En­roll­ment: 82 Fac­ulty: 6 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $47,800 per year Clubs: Fi­nan­cial Plan­ning Club Over­view: A stu­dent club pro­vides pro­fes­sional in­ter­ac­tions be­tween stu­dents and pro­fes­sion­als. Ad­di­tion­ally, stu­dents are el­i­gi­ble to ap­ply to acad­e­mies housed in the Col­lege of Busi­ness that fo­cus on spe­cific top­ics such as risk man­age­ment.

UNIVER­SITY OF MARY­LAND UNIVER­SITY COL­LEGE Adel­phi, Mary­land

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with mi­nor in fi­nan­cial plan­ning En­roll­ment: 132 Fac­ulty: 12 fac­ulty Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $289 per credit hour for Mary­land res­i­dents; $499 per credit hour for non­res­i­dents; $250 per credit hour for mil­i­tary stu­dents Clubs: FPA stu­dent chap­ter Over­view: The school is a Mi­nor­ity Serv­ing In­sti­tu­tion and about 50% of its study body is eth­ni­cally di­verse, ac­cord­ing to Peter Munger, chair­man of fi­nance and eco­nom­ics.

UNIVER­SITY OF MIN­NESOTA, DULUTH Duluth, Min­nesota

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial plan­ning, fi­nan­cial plan­ning mi­nor En­roll­ment: 20 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 and the costs vary based on ac­tual stu­dent spend­ing. Clubs: FPA stu­dent chap­ter 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 per­sonal fi­nan­cial plan­ning (res­i­dent and on­line), PH.D. in per­sonal fi­nan­cial plan­ning En­roll­ment: 162 un­der­grad­u­ate ma­jors; 39 grad­u­ates; 10 doc­toral Fac­ulty: 10 full-time, 1 part-time, 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 40:1 for un­der­grad­u­ate ma­jors Tu­ition: $11,245 per year for Mis­souri res­i­dents; $27,090 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter 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 chair­woman Frances Lawrence.

UNIVER­SITY OF MIS­SOURI - ST. LOUIS St. Louis

CFP Board-reg­is­tered pro­grams: B.S.B.A. with fi­nance em­pha­sis, fi­nan­cial plan­ning track En­roll­ment: 65 Fac­ulty: 3 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $345.90 per credit Clubs: Fi­nance Club; Stu­dent In­vest­ment Trust; Beta Al­pha Psi Over­view: The UMSL Col­lege of Busi­ness main­tains the largest in­tern­ship pro­gram in the re­gion, ac­cord­ing to pro­gram direc­tor Thomas Eye­sell.

UNIVER­SITY OF NE­BRASKA - LIN­COLN Lin­coln, Ne­braska

CFP Board-reg­is­tered pro­grams: M.S. in child, youth and fam­ily stud­ies with a spe­cial­iza­tion in fam­ily fi­nan­cial plan­ning En­roll­ment: 40 Fac­ulty: 5 fac­ulty Stu­dent-to-fac­ulty ra­tio: 20:1 Tu­ition: $580 per credit hour Clubs: N/A Over­view: The pro­gram is taught 100% on­line to of­fer flex­i­bil­ity for stu­dent sched­ules.

UNIVER­SITY OF NORTH FLOR­IDA Jack­sonville, Flor­ida

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nan­cial ser­vices En­roll­ment: 119 Fac­ulty: 3 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 19:1 Tu­ition: $6,394 per year for Flor­ida res­i­dents; $20,798 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: The pro­gram’s FPA chap­ter fea­tures four speak­ers and var­i­ous events ev­ery se­mes­ter. The pro­gram’s ad­vi­sory coun­cil is ac­tively in­volved with stu­dents, pro­vid­ing them with men­tor­ing ex­pe­ri­ences and shad­ow­ing op­por­tu­ni­ties.

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 Fac­ulty: 2 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 26:1 Tu­ition: $6,098.13 for 15 credit hours for Texas res­i­dents; $6,843.13 for 15 credit hours for Ok­la­homa res­i­dents; $12,323.13 for 15 credit hours for non­res­i­dents; Clubs: Fi­nan­cial Man­age­ment As­so­ci­a­tion; UNT Stu­dent In­vest­ment Group Over­view: The pro­gram has forged strong ties with TD Amer­i­trade, re­ceiv­ing the $50,000 TD Amer­i­trade Nex­tgen grant in 2015. Strong pro­gram sup­port from alumni and em­ploy­ers pro­vides jobs and in­tern­ship op­por­tu­ni­ties, schol­ar­ship funds, and travel op­por­tu­ni­ties for stu­dents.

UNIVER­SITY OF NORTH­ERN IOWA Cedar Falls, Iowa

CFP Board-reg­is­tered pro­grams: B.A. in fi­nance with em­pha­sis on per­sonal wealth man­age­ment En­roll­ment: 43 Fac­ulty: 8 full-time; 1 ad­junct Stu­dent-to-fac­ulty ra­tio: 17:1 Tu­ition: $8,938 per year for Iowa res­i­dents; $19,480 per year for non­res­i­dents Clubs: Fi­nan­cial Man­age­ment As­so­ci­a­tion Over­view: Mo­ti­vated stu­dents are pro­vided with ex­pe­ri­en­tial learn­ing and en­tre­pre­neur­ial op­por­tu­ni­ties through in­tern­ships with fi­nan­cial plan­ning firms.

UNIVER­SITY OF SOUTH FLOR­IDA Tampa, Flor­ida

CFP Board-reg­is­tered pro­grams: B.S. in per­sonal fi­nan­cial plan­ning En­roll­ment: 50 Fac­ulty: 1 full-time; 2 part-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 21:1 Tu­ition: $6,410 per year for Flor­ida res­i­dents; $17,324 per year for non­res­i­dents

Clubs: FPA stu­dent chap­ter Over­view: The pro­gram has part­nered with the lo­cal FPA chap­ter to cre­ate a new stu­dent chap­ter. Stu­dents have been given the op­por­tu­nity to at­tend sev­eral con­fer­ences and in­dus­try meet­ings and have ex­po­sure to pro­grams that aid them in find­ing men­tor­ship, in­tern­ships and jobs.

UNIVER­SITY OF TEXAS AT DAL­LAS Richard­son, Texas

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance En­roll­ment: 50 Fac­ulty: 12 Stu­dent-to-fac­ulty ra­tio: 23:1 Tu­ition: $6,517 per se­mes­ter for Texas res­i­dents; $18,438 per se­mes­ter for non­res­i­dents Clubs: Fi­nan­cial Lead­er­ship As­so­ci­a­tion Over­view: Stu­dents com­plet­ing the pro­gram get a de­gree in fi­nance, which gives greater flex­i­bil­ity for changes in ca­reer path, ac­cord­ing to David Cordell, as­so­ciate area co­or­di­na­tor of fi­nance and man­age­rial eco­nom­ics.

UNIVER­SITY OF THE IN­CAR­NATE WORD San An­to­nio, Texas

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 90 Fac­ulty: 3 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 22:1 Tu­ition: $29,000 per year Clubs: Busi­ness Club Over­view: Stu­dents in the fi­nan­cial plan­ning pro­gram in­ter­act with in­dus­try guest speak­ers ev­ery se­mes­ter. There are net­work­ing op­por­tu­ni­ties and ca­reer fairs for busi­ness stu­dents, ac­cord­ing to pro­gram direc­tor Ali­cia Ru­bio.

UNIVER­SITY OF UTAH Salt Lake City

CFP Board-reg­is­tered pro­grams: B.S. in con­sumer and com­mu­nity stud­ies with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 60 Fac­ulty: 4 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 26:1 Tu­ition: $8,824 per year for Utah res­i­dents; $28,067 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: A spe­cial blend­ing of on­line and face-to-face in­struc­tion pro­vides stu­dents with great flex­i­bil­ity and rig­or­ous train­ing. The pro­gram is dis­tin­guished by its in­ter­dis­ci­plinary ap­proach to teach­ing and schol­ar­ship, draw­ing schol­ars from sociology, de­mog­ra­phy, fam­ily eco­nom­ics and psy­chol­ogy, ac­cord­ing to pro­gram direc­tor Zhou Yu.

UNIVER­SITY OF WIS­CON­SIN - MADI­SON Madi­son, Wis­con­sin

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance, in­vest­ment and bank­ing with fi­nan­cial plan­ning and wealth man­age­ment track En­roll­ment: 33 Fac­ulty: 85 fac­ulty in the busi­ness school Stu­dent-to-fac­ulty ra­tio: 17:1 Tu­ition: Tu­ition varies based on res­i­den­tial sta­tus and credit hours Clubs: Wealth Man­age­ment Group Over­view: The cur­ricu­lum com­bines the lat­est re­search with prac­ti­cal hand­son learn­ing op­por­tu­ni­ties with in­dus­try lead­ers to give stu­dents spe­cial­ized knowl­edge to be ca­reer-ready in the wealth man­age­ment and fi­nan­cial plan­ning field.

UNIVER­SITY OF WIS­CON­SIN - WHITEWATER Whitewater, Wis­con­sin

CFP Board-reg­is­tered pro­grams: B.B.A. in fi­nance with em­pha­sis in fi­nan­cial plan­ning En­roll­ment: 101 Fac­ulty: 7 full-time Stu­dent-to-fac­ulty ra­tio: 21:1 Tu­ition: Ap­prox­i­mately $3,831 per se­mes­ter for full-time un­der­grad­u­ates (12-18 cred­its) Clubs: Fi­nance As­so­ci­a­tion Over­view: The mis­sion of the pro­gram is not only to pre­pare stu­dents for the exam, but also to in­crease ex­po­sure of fi­nan­cial plan­ning as a re­ward­ing ca­reer, ac­cord­ing to pro­gram direc­tor Gene M. Toboyek.

UTAH VAL­LEY UNIVER­SITY Orem, Utah

CFP Board-reg­is­tered pro­grams: B.S. in per­sonal fi­nan­cial plan­ning En­roll­ment: 500 to­tal, with some stu­dents tak­ing time off for mis­sions Fac­ulty: 5 full-time; 3 pro­fes­sion­als in res­i­dence Stu­dent-to-fac­ulty ra­tio: 23:1 Tu­ition: $2,863 per se­mes­ter/$5,726 per year for Utah res­i­dents; $8,148 per se­mes­ter/$16,296 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter 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 have the op­tion of work­ing to­ward other cre­den­tials, in­clud­ing the CFA.

VIR­GINIA POLYTECH­NIC IN­STI­TUTE & STATE UNIVER­SITY Blacks­burg, Vir­ginia

CFP Board-reg­is­tered pro­grams: B.S. in busi­ness with a fi­nance ma­jor, fi­nan­cial plan­ning op­tion En­roll­ment: 185 Fac­ulty: 1 full-time; 2 ad­junct Stu­dent-to-fac­ulty ra­tio: 16:1 Tu­ition: $13,620 per year for Vir­ginia res­i­dents; $31,908 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: The pro­gram boasts strong place­ment be­cause of 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. Firms en­gage with the pro­gram on cam­pus to help de­velop a pipe­line for fu­ture in­terns, res­i­dents and new hires.

WEST VIR­GINIA UNIVER­SITY Mor­gan­town, West Vir­ginia

CFP Board-reg­is­tered pro­grams: B.S.B.A. in busi­ness with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: Ap­prox­i­mately 30 Fac­ulty: 1 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 19:1 Tu­ition: $4,428 per se­mes­ter for West Vir­ginia res­i­dents; $12,480 per se­mes­ter for non­res­i­dents Clubs: N/A Over­view: The fi­nan­cial plan­ning em­pha­sis cov­ers top­ics in life and health in­sur­ance, em­ployee ben­e­fits plans, es­tate plan­ning, prop­erty and li­a­bil­ity in­sur­ance and risk man­age­ment.

WESTERN CAROLINA UNIVER­SITY Cul­lowhee, North Carolina

CFP Board-reg­is­tered pro­grams: B.S.B.A. in fi­nance with fi­nan­cial plan­ning con­cen­tra­tion En­roll­ment: 110 Fac­ulty: 3 full-time; 3 ad­junct Stu­dent-to-fac­ulty ra­tio: 30:1 Tu­ition: $3,403.88 per se­mes­ter for North Carolina res­i­dents; $5,403.88 per se­mes­ter for non­res­i­dents Clubs: FPA stu­dent chap­ter Over­view: Stu­dents are able to com­plete dual ma­jors in re­lated fields such as ac­count­ing, eco­nom­ics, mar­ket­ing and man­age­ment. Stu­dents are given the op­por­tu­nity to at­tend nu­mer­ous lo­cal and na­tional pro­fes­sional con­fer­ences each year, par­tic­i­pate in fi­nan­cial plan­ning chal­lenge com­pe­ti­tions and re­ceive help with re­sume build­ing, in­ter­view­ing skills, net­work­ing and other pro­fes­sional de­vel­op­ment, ac­cord­ing to as­sis­tant pro­fes­sor of fi­nance Pa­trick Payne.

WESTERN KEN­TUCKY UNIVER­SITY Bowl­ing Green, Ken­tucky

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with per­sonal fi­nan­cial plan­ning track En­roll­ment: Ap­prox­i­mately 120 Fac­ulty: 7 full-time Stu­dent-to-fac­ulty ra­tio: 18:1 Tu­ition: $10,602 per year for Ken­tucky res­i­dents; $26,496 per year for non­res­i­dents Clubs: FPA stu­dent chap­ter 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 per­sonal fi­nan­cial plan­ning ma­jor En­roll­ment: 26 Fac­ulty: 14 full-time; 10 ad­junct Stu­dent-to-fac­ulty ra­tio: 17:1 Tu­ition: Un­der­grad­u­ate flat-rate $5,780 for lower level cour­ses/$7,115 for up­per level cour­ses for Michi­gan res­i­dents; un­der­grad­u­ate flat-rate $7,225 for lower level cour­ses/$8,710.25 for up­per level cour­ses for non­res­i­dents Clubs: Fi­nan­cial Ser­vices Club Over­view: The school’s state-of-the-art San­ford Cen­ter for Fi­nan­cial Plan­ning and Well­ness is set to open in Jan­uary, when the pro­gram plans on pro­vid­ing pro bono plan­ning to stu­dents and the com­mu­nity in ad­di­tion to other ac­tiv­i­ties, ac­cord­ing to pro­gram direc­tor Onur Aru­gaslan.

WIDENER UNIVER­SITY Ch­ester, Penn­syl­va­nia

CFP Board-reg­is­tered pro­grams: B.S. in eco­nom­ics with per­sonal fi­nan­cial plan­ning track; B.S. in fi­nance; M.S. in tax­a­tion and fi­nan­cial plan­ning En­roll­ment: 40 Fac­ulty: 4 full-time; 10 ad­junct Stu­dent-to-fac­ulty ra­tio: 12:1 Tu­ition: $45,000 per year for un­der­grad­u­ate pro­grams; $1,050 per credit hour for mas­ter’s pro­gram Clubs: Money Club Over­view: Bach­e­lor’s pro­grams re­quire in­tern­ship ex­pe­ri­ence and all stu­dents be­come cer­ti­fied in the school’s Bloomberg ter­mi­nal lab.

WIL­LIAM PATER­SON UNIVER­SITY Wayne, New Jer­sey

CFP Board-reg­is­tered pro­grams: B.S. in fi­nan­cial plan­ning En­roll­ment: 70 Fac­ulty: 2 full-time; 4 ad­junct Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $12,804 per year for New Jer­sey res­i­dents; $20,842 for non­res­i­dents Clubs: FPA stu­dent chap­ter; In­vest­ment Club Over­view: Stu­dents have the op­por­tu­nity to com­pete in na­tional com­pe­ti­tions, in­clud­ing the FPA Fi­nan­cial Plan­ning Chal­lenge, and at­tend lo­cal and na­tional pro­fes­sional con­fer­ences.

WIN­STON-SALEM STATE UNIVER­SITY Win­ston-salem, North Carolina

CFP Board-reg­is­tered pro­grams: B.S. in fi­nance with a fo­cus on per­sonal fi­nan­cial plan­ning En­roll­ment: 25 Fac­ulty: 3 full-time Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $5,904.16 per year for North Carolina res­i­dents; $16,151.76 for non­res­i­dents Clubs: In­vest­ments Club Over­view: Stu­dents have the op­por­tu­nity to par­tic­i­pate in the stu­dent-man­aged in­vest­ment fund to learn how to man­age in­vest­ment port­fo­lios, ac­cord­ing to Alexan­der G. Kon­deas, de­part­ment chair­man of ac­count­ing, eco­nom­ics and fi­nance.

WINTHROP UNIVER­SITY Rock Hill, South Carolina

CFP Board-reg­is­tered pro­grams: B.S.B.A. in busi­ness with fi­nance con­cen­tra­tion, fi­nan­cial plan­ning track En­roll­ment: 40 Fac­ulty: 2 full-time; 1 part-time Stu­dent-to-fac­ulty ra­tio: 14:1 Tu­ition: $510 per credit hour Clubs: Fi­nan­cial Plan­ning and In­vest­ment Club Over­view: The pro­gram is sup­ported by alumni and the lo­cal fi­nan­cial ser­vices com­mu­nity, who pro­vide stu­dents with in­tern­ships, schol­ar­ships, men­tors and per­ma­nent jobs, ac­cord­ing to pro­gram direc­tor Philip Gib­son. FP

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