Bookmark and Share

Personal Financial Planning

With the advent of self-directed retirement accounts, the complexities of the tax code, and the proliferation of sophisticated risk management products, individuals are increasingly turning to personal financial planners to help them manage their finances. Students completing this program will be prepared to enter the personal financial planning profession in many different areas. One option is to work for firms that offer comprehensive financial planning services to their clients.  On the other hand, they could choose to specialize in an area such as insurance and risk management, retirement planning, estate planning, mutual funds, or employee benefits. Kutztown University's Personal Financial Planning program is registered with the Certified Financial Planning (CFP®) Board in Washington, D.C. This means that upon successful completion of our program, students will have satisfied the CFP Board's education coursework requirement.