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Business Administration
Personal Financial Planning Track
Become a financial leader with our CFP® Board Registered program.
Offered As:
Major
Credits Required:
120
Format
In-Person
What better place to start a career in finance than at a university that invests in your success. Kutztown University is the only state school in eastern Pennsylvania to offer a Certified Financial Planner (CFP®) Board Registered program.
This Bachelor of Business Administration not only prepares you for the CFP® exam but gives you real-world experience alongside CFP® professionals. Our graduates have interned at companies like Barclays and MassMutual and have worked at renowned businesses such as Vanguard and ADP.
Why Choose KU to Study Personal Financial Planning
If you’re looking to gain a CFP® certification, Kutztown University is the right choice for you. This CFP® Board Registered program meets the education requirements needed to take the CFP® exam. Once you complete your bachelor’s degree, you will be eligible to take the exam.
Along with job-related learning experiences on campus, many of our students choose KU for the following reasons:
- Affordable tuition
- Financial aid options
- Career success with this degree
- Close location to home and work
- Supportive faculty and program flexibility
Student Learning Outcomes
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Business Administration, Personal Financial Planning (BSBA)
- Demonstrate Understanding: Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the foundation of a financial plan.
- Communicate: Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
- Collect: Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan.
- Analyze and Evaluate: Analyze personal financial situations, evaluating clients' objectives, needs, and values to develop an appropriate strategy within the financial plan.
- Logic and Reasoning: Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
- Evaluate: Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
- Apply: Apply the CFP Board Financial Planning Practice Standards to the financial planning process.
- Analyze and Recommend: Analyze a client's risk propensity, attitudes, capacity, knowledge, and needs.
Kutztown prepared me both professionally and personally. I was one of the first students in the AIM program, which is the Applied Investment Management Group for business students at KU, and even though I'm not a prolific speaker, I learned how to present recommendations on where to invest $100,000 of university endowment to the trustees. I still pull from the financial knowledge and skills I learned at Kutztown to this day.
Manny Henson ’06, Founder & President, Gamma Wealth ManagementPersonal Financing Planning FAQ
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What is personal financial planning?
Personal financial planning is the process of helping individuals and small business owners assess their financial needs. Strategies include budgeting, investing and projecting into the future to achieve your client’s financial goals.
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What personal financial planning courses can I take at KU?
You can take a wide variety of financial courses, including Financial Accounting, Financial Management, Business Strategy and Policy as well as Principles of Marketing.
See the full course list here: Personal Financial Planning Checksheet
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What is the best degree to become a Certified Financial Planner (CFP®)?
To become a Certified Financial Planner (CFP®), you need a bachelor’s degree in a finance-related field through a CFP® Board Registered program.
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What can I do with a degree in financial planning?
The best part about pursuing a personal finance degree is that you have career options. Here are potential roles and national salaries, according to the U.S. Bureau of Labor Statistics (2022).
- Certified Financial Advisor: $95,390
- Risk Specialist: $116,140
- Credit Analyst: $92,180
- Tax Preparer: $55,840
- Financial and Investment Analyst: $108,790
- Accountant: $78,000
- Real Estate Broker: $52,030
- Actuary: $113,990
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Is an internship required for a degree in financial planning?
No, an internship is not required for personal financial planning majors at Kutztown. Although, students are recommended to complete one before graduation.