Chart your
course in
financial planning
course in
financial planning
Majors & Degrees
A Business Degree Where You Work with People
If you've always been intrigued by the world of business but aren't sure which career path to pursue, a degree in Personal and Family Financial Planning could be the perfect fit for you.
In this major, you will delve into crucial topics such as purchasing a house, navigating tax management, saving for college expenses, obtaining insurance coverage, and preparing for retirement. You will gain essential skills in investing and saving and learn how to effectively manage wealth.
As a student in the financial planning program, you'll have the opportunity to explore fundamental courses in financial planning and wealth management.
CFP Certification
The University of Arizona Personal and Family Financial Planning curriculum is approved by the Certified Financial Planner Board of Standards. By successfully completing either the major or the minor, you will meet the requirements to take the Certified Financial Planning licensing exam.
Sample Courses
Through a diverse range of courses, you will delve into the essential aspects of financial decision-making, exploring core concepts and honing your skills. From fulfilling general education requirements to advanced electives, this comprehensive program will equip you with a deep understanding of the financial challenges that individuals and families encounter. Below are just a few of the topics you will explore as a student in Personal and Family Financial Planning:
Fundamentals of Personal and Family Financial Planning
Gain valuable insights into the financial planning process, as well as various strategies for optimizing savings and managing cash flow. Explore the world of insurance, investments, taxes, and credit, recognizing their profound impact on personal finance.
Applied Personal and Family Income Tax Planning
Dive into the important topic of federal income taxation and the pivotal role of the tax code in financial planning for individuals, families, businesses, and business owners awaits you.
Personal and Family Estate Planning: Concepts and Applications
Learn the principles and fundamentals of the estate planning process, as well as explore the myriad of strategies and techniques available to create an effective estate plan.
Retirement Savings and Family Income Strategies
A dive into the world of retirement plans, both public and private, along with the pivotal role that employee benefits play when guiding others in their retirement and benefit choices.