Financial Planning

Major  Minor  Institutional Endorsement 

Become a Servant-Minded Financial Planner through Hands-On Learning and Expert Guidance

Study Financial Planning at SAU to become a servant-minded leader dedicated to helping others achieve their financial goals. Engage in hands-on, interactive learning in the TRUE Community Credit Union Trading Center, tackling real-world projects and scenarios. With guidance from expert professors, you'll prepare for the Certified Financial Planner (CFP) exam and be equipped to pursue a career in financial planning, whether by joining an established firm or starting your own business.

53 Financial Planning Major Credit Hours
120 Total Credit Hours

Key Courses

The Financial Planning major will help students demonstrate competency in all aspects of financial planning and will be prepared to take the CFP Examination. Students in the program will be prepared for employment in the field of financial planning or for entering a graduate program upon graduation.

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What our students say about the Financial Planning Program

“Through this program at SAU, I have learned how relational Financial Planning really is. I will be able to have meaningful conversations with people and understand how to meet their needs and am excited to pursue a field of work where I can build personal relationships with my clients. My professors, notably Christie Myers and Randy Lewis, have been influential because as much as they help us grow in the classroom, they also talk about and help their students navigate through real life.” 

Baron Davis, Class of 2025

Career Pathways

Where Our Alumni Work

Our alumni have vast connections and are spread out throughout the country. These are some of the notable companies where our alumni work.

 

 

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