The Financial Planning curriculum is a CFP Board registered program, one of a select few housed in an AACSB accredited business school. The Financial Planning major is appropriate for individuals who wish to work in the broad area of financial services. Such organizations include:

  • Banks
  • Insurance Companies
  • Brokerage Companies
  • Broad based Financial Planning Organizations (e.g. Vanguard, American Express)

Students who want to gain fuller knowledge of their own financial affairs would find this major appealing as well.

Why Financial Planning?

The financial planning major helps students develop the skills to address the challenges facing investors while building an understanding of today’s financial markets. This major is designed for students who are interested in working for a financial planning organization, or as an independent financial planner.

Skills Acquired

Majors learn about personal financial planning, retirement planning, estate planning, individual taxation, and insurance. Students also gain a more complete knowledge of their own financial affairs, personal investments, and professional portfolios.

Additional Resources

CashCourse

Saint Joseph’s University is a participating University in National Endowment for Finance Education’s CashCourse website. The website has resources to help students with their money management skills.