Hey Transfer Students!

Are you looking for a career in a fast-growing occupation? Financial advising careers are expected to grow at the rate of 30 percent between 2010 and 2020, according to the Bureau of Labor Statistics. At the same time, a substantial number of baby boomers, who anticipate retirement, add a great demand for financial advice.

The B.B.A. in Financial Planning (FP) integrates the knowledge, skills, and experiences gained in the core business and economics disciplines, such as accounting, economics, finance, management, and marketing, as well as from the field of financial planning, into an understanding of the financial planning domains and business processes. Students will learn how to utilize new technologies to study and analyze investments, risks, retirement, insurance, and estate planning. The program provides students with a foundation for immediate integration into the practices in the financial planning industry.


Students pursuing Financial Planning as a major are well prepared for careers in financial planning in many different facets of the industry. Students can build a private practice or work with financial institutions, registered investment advisers, insurance companies, broker/dealers, or even non-profit entities. The program is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board) and is grounded with the core courses that will fulfill the educational requirements to take the CFP (Certified Financial Planner) exam. Visit the LSBE finance and management information sciences department for more information.


The Financial Planning Program provides you with the knowledge necessary to become a Certified Financial Planner™ (CFP®). The CFP®, Certified Financial Planner™, designation is the most distinguished certification that a Financial Planner can achieve. The program’s real world application and intensive curriculum prepare you for internships and, ultimately, a rewarding career as a Financial Planner.

Through the Financial Planning Program, you will have access to the state-of-the-art TD Ameritrade Institutional Learning Lab, which is funded by TD Ameritrade, JNBA Financial Advisors, Inc., and UMD, and not only be prepared for a career as a Financial Planner but also be provided with a foundation for many other financial services careers.