Bookmark and Share
Bachelor of Science in:

Business Administration - 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.  The Personal Financial Planning program at Kutztown University prepares students to assist these individuals in realizing their lifelong goals.  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.

Career Opportunities
Students completing this track will be prepared to enter the personal financial planning profession in many different areas.  They could 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, private banking, mutual funds, or employee benefits.  

Required courses for the Personal Financial Planning major
In addition to the thirteen core business classes at KU, Personal Financial Planning track students experience a wide variety of courses particular to their area of study. These inlcude, but are not limited to:

  • Personal Financial Planning
  • Insurance Planning
  • Investments
  • Tax Accounting I
  • Retirement and Estate Planning
  • Financial Planning Capstone  

Link to: Personal Financial Planning Check Sheet

Personal Financial Planning is under the Department of Business Administration.