Financial Planning and Services

Is it your goal to work in the finance industry, but you're unsure about working in traditional banking? A financial planning and services major is a dynamic program that will allow you to reach your goals in a variety of environments. This industry bridges the gap between businesses and individuals and allows you to think critically and make decisions in your clients' best interests. While in college, you'll study how to plan and manage the finances of an institution or individual, how to manage investments and portfolios, how to provide financial consulting services, and how to invest strategically. Because majoring in financial planning and services gives you a broad education, there are different career paths you can take. You could be an investment counselor, loan officer, or even start your own business as an independent financial planner for companies or individuals. While employment opportunities are plentiful, getting a master's degree could improve your chances of landing top clients or a spot at a respected firm.

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Colleges

Boston University

Boston University is a private, non-profit university with a heavy emphasis on research. BU’s main location is right in its name—Boston, MA—but the university has flagship locations around the world, including in London, Sydney, and Washington, DC,...

“…Boston University is an elite university that is constantly improving. It is a very expensive college but has a lot of resources for its students. Students who wish to attend should be somewhat independent and not afraid to take full advantage of the...” – Daniel from Staten Island, NY

Purdue University-Main Campus

Purdue University-West Lafayette is a public research university founded in 1869 and the main campus of the Purdue University System. Purdue is home to 11 colleges and schools including a nationally renowned School of Engineering conferring degrees...

“…Purdue is basically a land of opportunity; you get out of it what you put in, and much, much more. More majors and minors than you can imagine, even more clubs and organizations--something for everyone! I love this school and campus to the bottom of...” – Marie from Goose Creek, SC

Baylor University

Founded in 1845 by the Baptist General Convention of Texas, Baylor University is a 4-year Christian institution and the oldest continuously-operating university in Texas. Baylor offers bachelor’s degrees in 128 academic fields of study. As a...

“…Baylor is an excellent school! I love it and you really get everything and more for what you pay. ” – Alyx from Fort Worth, TX

Central Michigan University

Originally founded as a teachers college, Central Michigan University has grown to become a 4-year public research institution. CMU encompasses eight colleges offering bachelor’s degrees in over 200 academic programs. In addition, CMU is home to...

“…cmu is a great college to attend. i have been extremely happy with all of my classes and professors. the program i am enrolled in is exactly what i was looking for.” – Maxwell from Traverse City, MI

University of South Florida-Main Campus

The University of South Florida is a public research university located in Tampa, FL, that offers more than 180 majors and concentrations. Ranked on multiple lists for its research efforts, USF’s Office of Undergraduate Research allows all citizen...

“…It's great! Take a bike though cause they seem useful. Have fun.” – Edwin from Cape Coral, FL

Temple University

Temple University is a 4-year public research institution in Philadelphia. With its main campus set against the Philly skyline, Temple is home to 17 colleges and schools conferring degrees in over 400 academic programs. In addition, Temple features...

“…Exciting and diverse” – Thomas from Philadelphia, PA

Colorado State University-Fort Collins

Colorado State University is a land grant university located in Fort Collins at the base of the Rocky Mountains. Business Administration, Kinesiology, and Human Development are popular fields of study at this flagship university. A Student Recreation...

“…Colorado State University has given me the best college experience I could dream of. There are opportunities for anything you could imagine - and these opportunities are everywhere! Everyone is friendly, and all anyone wants is for each and every...” – Bailey

Georgia State University

Georgia State University is a 4-year public university with seven campuses throughout Atlanta and the largest university in the state by enrollment. GSU features 10 colleges and schools conferring degrees in over 100 areas of study. Additionally, the...

“…this school is very different because it gives you a new environment. you are surrounded with more opportunities in part time jobs or actual careers once you graduate. you will never be bored at this school because there are a lot of things to do.” – Katherine from Buford, GA

DePaul University

DePaul University is a private, non-profit institution located in the heart of Chicago, IL, featuring campuses both in the business district and Lincoln Park. DePaul is the nation’s largest Catholic university, founded by the Vincentians more than...

“…By far the most diverse private school I've ever encountered, I love it. Staff is always easily approachable! Extremely worth every cent I pay. ” – Cynthia from Chicago, IL

Pace University-New York

Originally founded as a one room accounting school, Pace University is a 4-year research institution in Manhattan. Pace is home to six colleges and schools conferring bachelor’s degrees in over 65 academic majors. In addition, the Manhattan campus...

“…Pace University is a great school that has afforded me so many fantastic opportunities I would not have received had I gone elsewhere. Pace has the most fantastic location in the heart of downtown Manhattan, making it ideal for anyone who wants to...” – Sarah in Brooklyn, NY

Iowa State University

Iowa State University is a public, land-grant university located in Ames, IA. The 1,813-acre campus features 6 undergraduate colleges offering 100+ majors, as well as residence hall, apartment-style, and Greek-life housing options for more than 35...

“…Iowa State is probably the best decision I could have made. It's an amazing school for engineering and agriculture. As well as it's in an extremely friendly town and it has a beautiful campus. N” – Student from Saint Louis,MO

University of San Francisco

Founded by Jesuits in the mid-nineteenth century, the University of San Francisco is a private Catholic university and the first university established in the city. The 55-acre urban campus located near Golden Gate Park is home to 49 academic majors...

“…this university is great for social service and catering to our community. the majors are designed to provide a liberal arts education, while preparing students for the real world. there is great diversity on campus, and opportunities to join clubs...” – nalini from Glendale, CA

University of Delaware

Originally founded as Newark College, the University of Delaware is a 4-year public school in northern Delaware and one of the oldest institutions of higher learning in the country. Delaware features seven colleges and schools offering over 300...

“…University of Delaware is amazing, it instantly became home to me. Residence living is fun and offers a lot, professors are approachable and easy to understand, and the campus is a perfect size. I love the look of the campus also, the long greens and...” – Tara from Mount Laurel, NJ

University of North Texas

The University of North Texas is a public institution featuring a main campus in Denton. Ranked as a Tier One research university, UNT is home to an Office of Research and Innovation, as well as the Institutes of Research Excellence, which include...

“…diverse student population, lots of nontraditional students and commuters. lots of options for food on campus. great teachers and class sizes.” – Mia from Dallas, TX

University of Wisconsin-Madison

From its main campus located atop a hilltop in Wisconsin’s state capital, the University of Wisconsin-Madison is a 4-year public institution and the flagship campus of the UW system. Founded in 1848 at the same time that Wisconsin achieved statehood,...

“…Madison is probably one of the most diverse colleges in the state of Wisconsin. Here, I have met a variety of people from all sorts of different backgrounds and have been introduced to a multitude of experiences. All in all, there's no place like...” – Amber from Greenleaf, WI

University of Connecticut

The University of Connecticut is a public research university that houses 14 schools and colleges, and more than 100 undergraduate majors. Centered around Horsebarn Hill, the university features a floriculture greenhouse, animal barns, and Dairy Bar,...

“…The University of Connecticut is a great university for students all around the world. It is very diverse and has become a second home for many students. It is great because it brings a lot of opportunities for students to make a difference in the...” – Jose from Naugatuck, CT

Kansas State University

Founded in 1858 as Bluemont Central College, Kansas State University is a 4-year public institution in northeast Kansas. K-State hosts 11 colleges and schools conferring bachelor’s degrees in over 250 academic majors. In addition, the Kansas State...

“…kansas state university is an all around great university weither it be their sports team or academics. this university has such a welcoming atmosphere. manhattan and kansas state have a small town feel but in a bigger college experience.” – Student from Manhattan, KS

Western Michigan University

Established in 1903, Western Michigan University is a 4-year public university in Kalamazoo. WMU is home to eight colleges and schools as well as Lee Honors College—the oldest honors college in the nation. Additionally, Western Michigan hosts the...

“…Everything about this university is amazing! Not only is transportation free to go around all the city, but it's affordable, great learning environment, friendly, interactive, and great dorms. The distances between the buildings are perfect and so...” – Patricia from Kalamazoo, MI

Montana State University

Established in 1893, Montana State University is situated in Bozeman, Montana. MSU is the state’s land-grant university and is the primary campus for the Montana State University System. Considered by the Carnegie Foundation as an institution with a...

“…Montana State University has a very inspiring feel to it. Not only am I surrounded by motivated learners on a daily basis, I am also surrounded by intriguing landscapes that constantly reward my efforts. I've found my niche in the Earth Sciences...” – Erika from Polson, MT

CUNY Queens College

Queens College, City University of New York is a 4-year liberal arts college in New York City and part of the CUNY system. Queens College hosts four academic divisions of Arts & Humanities, Mathematics, Social Sciences, and Education conferring...

“…This college is a great choice to consider while looking into colleges. The campus is absolutely beautiful and peaceful to study during breaks! The administration and faculty is really helpful with all students! ” – Dhandavie from Far Rockaway, NY

Bentley University

Bentley University is a private institution in the Boston area with a focus on combining business education with arts and sciences. Bentley confers undergraduate degrees in 25 academic fields of study and also enables students to customize a major....

“…The perfect school if you want to do business. The curriculum is tough, but it teaches you a lot about the business world. The people are awesome, everyone is really welcoming and the faculty is outstanding, and we live off of Microsoft Outlook and...” – Arjun from Cambridge, MA

Southern Methodist University

The Southern Methodist University is a private research institution in Texas featuring a liberal arts curriculum. The Dallas campus provides more than 200 areas of study to choose from, along with the Locomotor Lab to address scientific questions on...

“…Southern Methodist University is a top notch school for students interested in business. The business program is excellent at placing students in internships and jobs. The school offers phenomenal scholarships, numerous extracurricular activities,...” – Katherine from Renton, WA

Bryant University

Originally founded as a business college for Civil War veterans, Bryant University is a 4-year private school in northern Rhode Island. Bryant is home to the College of Business and the College of Arts and Sciences offering 168 academic major/minor...

“…It is a small school that cares about your success and your well being. There is a global perspective to everything that you do because they want you to look at the big picture ” – kid from out of state

Widener University

Originally founded in 1821 as a Quaker boarding school, Widener University is a 4-year private institution in the Philadelphia metro area. Widener confers undergraduate degrees in over 60 academic majors and minors. In addition, many of Widener’s...

“…Widener University is a great school. I made friends easily and the teaching was great. Track and field kept me on top of my grades because i wanted to stay on the team.” – Jihad from Newark, DE

Niagara University
Niagara University, NY
Niagara University

Founded by the Vincentian Community in 1856, Niagara University is a Catholic liberal arts college in northwestern New York State. Niagara is home to colleges of Arts & Sciences, Business Administration, Education, and Hospitality granting degrees in...

“…Niagara University is a very exciting and diverse school. The school challenges your mind and helps you to excel in any career field. I plan to complete my bachelors and masters degree here.” – Kyle from Wilson, NY

Saint Joseph's University

Founded in 1851 by the Society of Jesus, Saint Joseph’s University is a Jesuit Catholic school in Philadelphia. SJU is home to colleges and schools of Arts & Sciences, Business, and Health Studies offering bachelor’s degrees with a core curriculum...

“…Saint Joseph's is a very fun college, but also very good academically. There is always something to do on and off campus. The staff is also helpful when you need them!”

Utah Valley University

With campus a short distance from Utah Lake, Utah Valley University is a public school in northern Utah and the largest public university in the state. UVU is a dual mission institution combining a teaching university and community college to confer...

“…uvu is a great place for gaining a higher education. it is very challenging to the mind. the school is very supportive of its students. ” – Stephanie from Orem, UT

Roosevelt University

Named after President Franklin D. Roosevelt and First Lady Eleanor, Roosevelt University is a 4-year private school in Chicago with a dedication to social justice. Roosevelt grants undergraduate degrees in 60 academic majors at both its downtown and...

“…Roosevelt has an amazing environment. Roosevelt is a top-notch school with many opportunities. The performing arts part is the best school here.” – Amanda from Oak Lawn, IL

University of Minnesota Duluth

The University of Minnesota Duluth is a research institution located in Minnesota’s fourth largest city. Founded in 1895 as the Duluth Normal School, this medium-sized campus for a large university has grown since its humble beginnings as a teacher’s...

“…This school is incredibly welcoming, with tons of student activities. I love how often there is free food in the commons. Also I personally think the building is fun to explore with its maze-like qualities.” – Daniel from Proctor, MN

Roger Williams University

Roger Williams University is a private institution located in Bristol, RI, that was named for a 17th century visionary who advocated for religious liberty, equality, and a government free of religion. What began as a junior college back in 1956 is...

“…RWU is a university that has it all with its perfect balance of educational and social opportunities. With a variety of clubs, sports, and intramural activities, not to mention its geographical surroundings, there is surely something for everyone....” – Gabriella from Middletown, CT

University of New South Wales (UNSW-Sydney)

The University of New South Wales is an Australian public university in the Sydney metro area. UNSW is home to nine academic faculties conferring undergraduate degrees and is a member of the Australian coalition of research universities known as...

Marywood University

Marywood University is a liberal arts institution affiliated with the Roman Catholic church that’s located in Scranton, Pennsylvania. Marywood University’s 115-acre campus houses three colleges, the College of Arts & Sciences, the College of...

“…Marywood is a Catholic IHM-run University, so it's not cheap, but it's well worth the money. The campus is beautiful and semi-secluded, the teaching staff is courteous and knowledgeable, and there is something for everybody there. And even though the...” – Karrie from MOOSIC, PA

Lindenwood University

Lindenwood University is a private liberal arts university based in Saint Charles, MO, and is affiliated with the Presbyterian Church. Lindenwood’s eight academic schools offer more than 120 programs, which can be completed traditionally, online,...

“…lindenwood is challenging. lindenwood is enjoyable. lindenwood is rewarding.” – Erich from Foristell, MO

Molloy College
Rockville Centre, NY
Molloy College

Molloy College is a coeducational Catholic institution on Long Island. Molloy confers degrees in over 50 undergrad and graduate programs and the college is home to one of the largest nursing programs in the United States. As a Catholic college,...

“…Molloy is a fun welcoming place, where everyone gets to know you. Deciding to attend Molloy College is one of the best decisions of my life! It is my home away from home!” – Thomas from Holbrook, NY

The College of Saint Rose

Located in Albany, the capital of New York, the College of Saint Rose is a liberal arts institution sponsored by the Sisters of Saint Joseph of Carondelet. This 4-year institution is located in the Pine Hill neighborhood, which is noted for its...

“…Many doctorate level professors. The college offers small class sizes. Great technology on-campus.” – Jennifer from Fort Plain, NY

Langston University

Langston University is a public institution and historically black college. LU operates a main campus in Langston, Oklahoma as well as University Centers in Oklahoma City and Tulsa. It is a land-grant institution best known for its E de la Garza...

“…langston university is an excellent school for students who aren't exposed to their african american culture. it's a smaller school, which allows students to feel more connected to their professors and peers. really great institution for students who...” – Andria from Rancho Cucamonga, CA

Illinois Wesleyan University

Established in 1850, Illinois Wesleyan University is a 4-year liberal arts university in Bloomington, IL. IWU offers bachelor’s degrees in over 80 academic fields of study, as well as an optional May Term, a month-long experiential learning option...

“…Illinois Wesleyan is an amazing small liberal arts university focused on giving the students a great well rounded education through classes and activities. The community is incredibly welcoming and supportive. ” – Tess from LA Grange, IL

Lubbock Christian University

Lubbock Christian University is a private institution closely affiliated with the Churches of Christ. It is based in Lubbock, Texas, and offers a Christ-centered professional curriculum. Popular majors include nursing, business, and design and visual...

“…The campus is very compact, with every class I'll need in only one or two buildings. The people are extremely friendly and ready to help you as necessary. Campus life seems fun and there apparently is never a dull moment.” – Zoe from Ransom Canyon, TX

Baker College

Formed by the consolidation of Baker Business University and Muskegon College, Baker College is a career and vocational school with several campus locations throughout Michigan. Baker confers bachelor’s degrees in over 40 academic majors and students...

“…baker offers great programs and they will guide you throughout your schooling. the teachers and academic advisers will help you through your schooling. they offer a good variety of programs and they will help you after you graduate to get employed.” – Katelinn from Flint, MI

Alfred State College of Technology SUNY

Located in the hills of western New York, Alfred State College is a 4-year SUNY College of Technology institution offering more than 70 degrees. Alfred State maintains three colleges as well as an honors program and fully online degrees in areas such...

“…I love the small campus. I feel like I belong here!” – Rachel from Arkport, NY

Franklin University is a private, 4-year institution established in Columbus, Ohio. Along with its main campus, the college also maintains regional locations in Pennsylvania, Wisconsin, Illinois, and Indiana. The vast majority of students attending...

“…i am an online franklin student, and i love it. i love the support - i have an academic adviser, a student adviser and a peer adviser. i feel like i have all the tools i need to be successful and supported.” – Elizabeth from Worthington, OH

University of Mount Union

Founded in 1846, the University of Mount Union is a private institution based in Alliance, Ohio. It is affiliated with the United Methodist Church. The university campus is home to a bird observatory, learning center, and hiking trails. All students...

“…it is a great place if you want to be part of a smaller size college that values your input to the university as a student. the campus is beautiful and you get the longest walk to one of your classes of 5 minutes. class sizes are small and professors...” – Joshua from Kidron, OH

Established in 1944, Olivet College is a private, 4-year institution local in Michigan. The college offers over 50 major and minor undergraduate programs, as well as an MBA program, a Criminal Justice professional program, and an RN-BSN program....

“…olivet has a beautiful campus, along with incredible faculty. individual attention is their main focus, as well as the student's success. there isn't a better place to be.” – Emily from New Baltimore, MI

Norwalk Community College is a 2-year community college in southwest Connecticut. NCC awards degrees and certificates in over 80 fields of study and many classes are available online. The NCC enrollment is very diverse and includes students from 87...

“…Whether you're trying to work out what you want to eventually get a Bachelors in, or are just trying to shore up some of your skills, NCC is a great choice. The facilities are appealing and accessible, the registration process straightforward, and...” – Greenwich, CT

William Paterson University of New Jersey

Founded in 1855, William Paterson University of New Jersey is 4-year public school in northern New Jersey. Set on a 370-acre wooded campus, William Paterson is home to colleges of Arts & Communication, Business, Education, Science, and Humanities...

“…wpunj is probably the best bang for your buck. it truly is the university in your backyard. a great place to start your college career.” – Ligi from NJ

The University of Maine at Augusta is the flagship campus of UM and is located in the state capital. All of UMA’s academic buildings are centered around the campus green, a large circular open space for students to congregate when the weather allows...

“…i really enjoy attending school here. its small enough that getting to know people throughout the year is easy. also, the opportunities available here are great! ” – anonymous

The University of Jamestown is a private, 4-year institution located in the state of North Dakota. The college offers a number of undergraduate and graduate degree programs, with its highest-level program a Doctor of Physical Therapy degree. The UJ...

“…jamestown college is an affordable private school where faculty and staff are dedicated to christian ethics and student success.” – Amanda from Jamestown, ND

Lackawanna College

Lackawanna College is a private, 4-year institution located in Scranton, Pennsylvania. Along with the college’s main campus, it also maintains satellite facilities in Towanda, Sunbury, Hazleton, New Milford, Hawley, and Covington Township. Lackawanna...

“…Lackawanna College has given a experience that i though t i would never be interested in. I have had the opportunity of meeting new people and enjoying the education that they have to offer. it has also given me the responsibility of being and...” – Charles from Scranton, PA

Capital Community College is a 2-year institution in Hartford, the only one in Connecticut’s capital city. With over 45 countries represented in its student body, CCC is home to the Center for Language and Culture, which hosts diverse events as well...

“…Capital is a great college for those who want to further their education in any way. The teachers have a great relationship with the students and they push us to do our best. There are also additional options for those interested in joining groups...” – Shakari from Hartford, CT

University of Akron Main Campus

University of Akron is a public land-grant institution and research university located in Akron, OH. Akron is home to seven colleges conferring bachelor’s and associate degrees, as well as a Student Recreaction and Wellness Center that features a...

“…The university of Akron is a great place to be with its friendly campus. There are alot of places to get help with any of your question. Everything you want and need is very close by.” – De'Angelo from Willoughby, OH

Maryville University of Saint Louis

Founded in 1872, Maryville University of Saint Louis is a 4-year private school in the St. Louis metro area. Maryville grants undergraduate degrees in over 65 academic majors featuring a comprehensive liberal arts and professional curriculum. In...

“…The school is very welcoming and professional. They really care about you graduating and getting a job and help you look for internships while attending.” – Robert from CA

Cincinnati State Technical and Community College is a public, 2-year institution established in southern Ohio, with satellite facilities located in Harrison and Middletown. CSTCC offers over 100 degree and certificate programs, many of which feature...

“…the professors are outstanding. they really care about their students and make their selfs avalible for extra help. the college is an amazing place to be.” – Athena from Alexandria, KY

Cleary University is a private business school in southeastern Michigan and the only 4-year degree-granting institution in its county. Cleary awards bachelor’s degrees in 14 fields relating to business and management and also features an MBA program....

“…Cleary University is great and they offer guaranteed tuition with books included. There is no tuition rate difference for any county, state, etc., which is also a bonus. They have small class sizes, both lecture and online, and all the instructors I...” – Ashley from Gregory, MI

California Lutheran University

California Lutheran University is a private, liberal arts institution in the town of Thousand Oaks, California. With students hailing from more than 49 countries, Cal Lutheran features a diverse enrollment and is a federally designated Hispanic...

“…I absolutely love Cal Lu! I have been familiar with the campus for the past three years since my brother attended before me, and now that I am living here it as even more enjoyable! Cal Lu feels like home; lots of amazing people. dedicated professors...” – Stephanie from Burbank, CA

Grace College and Theological Seminary

Grace College and Theological Seminary is a private, Christ-centered institution established in Winona Lake, Indiana. Students enrolled at Grace College are required to attend chapel three days each week. The college features a unique core curriculum...

“…I had never heard of Grace before, but kept getting things sent to me in the mail. While I was on campus during my visit I felt God calling me to come to Grace. The campus is very small and in town, which I enjoy. ” – Mychala from Richmond, IN

Pennsylvania State University-World Campus

Pennsylvania State University-World Campus is the internet hub for all Penn State online classes. Penn State World confers degrees and certificates in over 150 academic programs entirely online. In addition, Penn State World does not require students...

“…What are the pros of this school? Do employers accept the degree as if you received one from a brick and mortar school?” – Jeffrey from Oklahoma City, OK

Golden Gate University is a 4-year private university in San Francisco. GGU’s 13 departments of academic programs are focused on business and management, with many programs available entirely online. GGU provides tutors with master’s degrees in their...

Pennsylvania State University-Penn State Great Valley

Penn State Great Valley is a school of graduate and professional studies in the Philadelphia metro area and a campus of the Pennsylvania State University system. Penn State Great Valley confers master’s degrees in 10 fields of study and features...

The American College of Financial Services is a financial advisor-training academy in the Philadelphia metro area. ACFS offers master’s degree programs in Management and Financial Services and a PhD in Financial and Retirement Planning as well as 10...

Featuring 15 satellite locations throughout Indiana, Kentucky, and Ohio, Indiana Wesleyan University-National and Global is the hub for all non-residential IWU campuses. IWU National and Global is home to schools of Business, Nursing, Health Sciences...