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.

Create a free account to find, finance and attend the college that's right for you.

Colleges

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...

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I am studying in the school of science. My classes are challenging, and I am definitely learning from my professors. There are plenty of resources to get extra help here as well such as free help rooms or study sessions with teaching assistants.

” – Erika from Indiana
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...

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Perhaps my favorite thing about Baylor is the opportunity I have had as an honor student to have the interdisciplinary major called University Scholars. If you have high enough SAT's and enough AP classes and a good application essay, you can be...

” – Meaghan from Keller, 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...

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Having only been at Central Michigan University for a year, I feel like I have learned so much. Not only are students taught so much in the classroom, they learn through volunteering and getting involved on campus.

” – Samantha from White Cloud, MI
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...

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Whether it is a boring topic or not the faculty at Temple University makes sure that you learn the information in a fun or interesting manner.

” – Brooke 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...

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CSU is a great university for students. It has great programs and classes. Not to mention that the campus is very beautiful!

” – Misti
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...

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The professors here at Georgia State are very supportive and understanding. they actually take time to meet with student before and after class sessions so we may get a better understanding.

” – Derrica from Doraville, 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...

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I have just recently transferred to DePaul University in June of this year. I have taken 3 summer classes and found I am able to graduate almost 6 months early due to the University's flexible and accomodating class requirements. In three months I...

” – Ashley 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...

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Pace University is a place where people go to get their degree for what they want to become in life, but in pursuit they also find out who they are as a person. The atmosphere of the school is very tight nit and comfortable to the point it makes you...

” – Javon from Dorchester, MA
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...

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Not only do you learn from the professors, but the city also acts as a teacher in any subject. You are interacting with your environment, and learning about life.

” – Genevieve from Apollo Beach, FL
University of Delaware

The University of Delaware is a 4-year public university in northern Delaware and one of the oldest institutions of higher learning in the country—noting signers of the Declaration of Independence and the U.S. Constitution in its first graduating...

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Professors are very eager to help you succeed. They are willing to work with you. You have to READ. Many students think going to class will be enough to pass, but most of the exam questions are answered through readings. Also, it reinforces what you...

” – Kalisha from Brooklyn, NY
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...

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Overall, the University of North Texas is a very accredited institution. However, every now and then you will find a blow off class or professor that might be alot easier/harder than others at the same level.

” – Laura from Kingwood, 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...

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Definitely upholds the work-hard play-hard mentality. Because of its large size, the campus offers over 800 activities, including Badger games (whoop!). Still an extremely rigorous school.

” – Elise from Milwaukee, 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...

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The classes are very in depth. With the size of the classes, there isn't much one one one time with the professor, if any, so how much you learn depends completely on you. You can choose to stay on top of things on your own or you can utilize the...

” – Lilia from Willington, CT
Texas Tech University

Texas Tech University is a 4-year public research university and the flagship campus of the TTU System. Texas Tech encompasses 12 colleges and schools and is the only Texas college to feature an undergraduate university, law school, and medical...

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The professors and the people are among the most helpful! They'll even appreciate the stupid questions, everyone has always been more than happy to help!

” – Kellie from Little Elm, TX
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...

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I am definitely learning a lot about myself and my major through my classes at K-State. I can't speak for all the different departments but the Apparel and Textiles program has professors who really know their stuff and I love how they are extremely...

” – Jen
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...

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I just finished my freshman year for a mechanical engineering degree. The course I took were pretty standard and nothing new, but looking forward, western offers some unique and exciting classes.

” – Michele from Troy, MI
Suffolk University

Located a short walk from the Massachusetts State House and Boston Common, Suffolk University is a private research institution in Boston. Suffolk confers undergraduate and graduate degrees in over 100 fields of study. For students interested in...

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Suffolk is the absolute best, in an amazing location (the heart of downton Boston). Suffolk has amazing professors who really care and give go good intuitive work but never seem to drown you in it. And the activities (everything from celebrity...

” – Marcus from Bolton Landing, NY
University of North Florida

The University of North Florida is a 4-year public institution in Jacksonville and a member of the State University System of Florida. UNF is home to five colleges of Health, Business, Arts, Computing, and Education hosting degree-granting programs...

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UNF has everything you need in a 4-year education without the high price tag. You won't find a more diverse group of students anywhere else. Even the geese want to learn!

” – MissLeopard31
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...

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No doubt, I am learning a ton! The vacations are longer: Winter break is 17-Jan11 and summer starts May 5. Despite these relatively short semesters, the professors pile on the homework and I think that they truly care about theit students.

” – Amanda from Shoshone, ID
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...

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Queens College offers not only an amazing variety of academics, but a beautiful campus. The diversity is vast and well acknowledged by many. Professors here are very understanding and easy to talk to.

” – Ria from Hollis, 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...

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Bentley is a great place to study and interact with other equally serious students. The campus is awesome AND safe AND close to Boston. I have enjoyed great classes, fun activities and awesome athletic opportunities!

” – Lauren from West Hartford, CT
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...

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My experience at SMU has been very rewarding since it has open up for me many opportunities. After taking organic chemistry, I realized that I have a great passion for learning about how things happen at the atomic and molecular level. In addition, I...

” – Sarah from Richardson, TX
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...

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Professors at Bryant are extremely accommodating and present a great deal of real world experience to pass onto their students. The small class size is also helpful in allowing for students to get the attention they require. The blended curriculum of...

” – Meredith
Widener University
Chester Springs, PA
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...

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Widener University is a wonderful University Filled with wonderful and caring faculty. I am so excited to be apart of Widener's pride and I encourage anyone who is interested in enrolling to go ahead and take that extra step to apply. The programs...

” – Maya from Philadelphia, PA
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...

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niagara university has a great teaching staff; some of which work int the field they teach. they are very good about keeping you aware of current and up coming events. biggest criticism the current parking arrangement; be prepared to walk about 2-3...

” – Dawn from Niagara Falls, 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...

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Saint Josephs really does a good job of providing students with substantial learning resources within the classrooms. All of the professors that I had were really knowledgeable on the subject that they taught. This school also has many interesting...

” – Shanise from Philadelphia, PA
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...

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Utah Valley University has given me the confidence I needed in myself to stand out amongst the thousands of students around me. I moved from Utah just recently to go to school on the East Coast, and with the education that I received from UVU, I have...

” – Kalli from Arlington, VA
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...

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The fulltime staff members at Roosevelt University are incredible. Because of the small class sizes, courses are focused and driven. Plus, Roosevelt students are passionate about campus life, which really adds to the learning environment.

” – Emily from Chicago, 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...

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Beautiful view of the lake from different parts of campus. Great opputunities in the outdoors.

” – Sarah from Duluth, 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...

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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...

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As an art major, I was highly impressed by how amazing the art program was. My classes are jam packed with three hour art classes, and though that might seem a bit long, I enjoy every single minute I spend doing what I love. I enjoyed that I was...

” – Shannon from Philadelphia, 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...

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Lindenwood is a close knit campus and everyone is really friendly. It is very similar to a high school setting and easy to feel comfortable in classrooms.

” – Kelly from Ballwin, 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...

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At Molloy, you have to be try to not get involved in the campus life. There is always a ton of events going on and although it is a small school, the campus life is easily comparable to any larger school. I have been given opportunities here that I...

” – Robert from Smithtown, NY
Husson University

Originally founded as a school of teaching and telegraphy, Husson University is a 4-year private university in coastal Maine with a focus on the sciences and humanities. Husson is home to five colleges, of Health, Pharmacy, Business, Communications...

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housing is close to classes
food/ dining is great- just recently updated
new furniture is in the process. most rooms already have it

” – Jasmine from Bangor, ME
George Fox University

Founded in 1891, George Fox University is a private institution based in Newberg, Oregon. It is affiliated with the Religious Society of Friends and integrates the Christian faith into their curriculum. All students must sign an honor code that...

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george fox university is truly one of the last of it's kind within the christian liberal arts categories for universities. best known for it's connected community, strong academic programs, and faith-based living, george fox is raising the bar for...

” – Isabella from Newberg, OR
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...

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Classroom settings are ideal for having a average to good relationship with your professor. Most classrooms have about 20 to 30 people in average. The professors I have had so far seem to enjoy their topics, which means that students have to work...

” – Anonymous from Brooklyn, 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...

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Langston University is the Passport to the World. It provides vast opportunities for students to succeed.

” – Jennifer from Langston, OK
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...

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I am learning an incredible amount as a music education major. I will be one of the most prepared people I know, no matter what the situation I encounter when I graduate and go out into the world. My education outside of the music department has been...

” – Holly from Peoria, 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...

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Lubbock Christian University is a perfect place to grow your walk with the Lord. It also has a wonderful programs that will help you with your walk into your profession. It is a perfect place to find yourself and plan your future.

” – Lauren from Lubbock, 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...

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I am learning a lot at baker

” – Elizabeth 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...

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I didn't think i could learn so much at one time! this is crazy!

” – Kathryn from Corfu, NY
Franklin University

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...

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The professors did a great job teaching the material and adapting the curriculum to reflect upcoming changes to the various career fields (e.g., health care reform laws and their impact on management in healthcare).

” – Hanna from Superior, WI
University of the Virgin Islands

The University of the Virgin Islands is a public, historically black institution established on the scenic islands of St. Croix, St. Thomas, and St. John. The college offers over 45 undergraduate and graduate degree programs in variety of areas of...

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The learning experience here is quite interesting because the professors know their stuff and very knowledgeable in their fields. You can learn a good bit just by attending the classes but to get the most out of the college you would have to take...

” – Tyriq from St. Thomas, VI

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...

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I think the campus is great. All the staff members are open to see you whenever you need. The dorms are a perfect size.

” – Megan from Trenton, 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...

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Norwalk Community College is a wonderful school with awsome programs. The teachers are outstanding.

” – Waltecia from Bridgeport, 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...

“…

it is an exquisite business school which provided me with great opportunities for my future. the teachers are very helpful if you are a serious student. they have professional enrichment classes which will help you prepare for the real world.

” – Jagoda from Germany

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...

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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
University of Jamestown

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...

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All of my classes are engaging. My professors encourage me to study and work hard in order for me to grow as a person and in knowledge.

” – Kelsey from Minot, 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...

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I took a class here as part of their GED/Career Gateway program through the adult education department. What you're going to learn based on what I took away from that class and what I can see from my current curriculum is the basics. So, while you...

” – Shawn 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...

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...

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I really like Akron a LOT! I couldn't have asked for a better first semester here. I have incredible teachers and friends. There is also SO MUCH to do!!

” – Jennifer from North Canton, 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...

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The faculty and staff of Maryville University provide a great opportunity to learn and achieve more. They want you to do great in the path that you have chosen. Even if you struggle with a subject there are student aides there to provide help along...

” – Rebecca from Warrenton, MO

The Community College of Rhode Island stands out as the only 2-year community college in The Ocean State. It also maintains its standing as the largest community college in New England. CCRI offers majors in 24 academic departments. Over the years...

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I am currently a full time student, enrolled in 4 classes; (12 credits.) 
Marketing Communications, Introduction to College Mathematics,
Social Problems, and Lighting and Sound Production. 
Each class has it's ups and downs, just like any class...

” – Dylan from Smithfield, RI

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...

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I am attending the Midwest Culinary Institute at Cincinnati State and love the program. I am learning more than I ever hoped to.

” – Tessie from Ft Wright, 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...

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All faculty staff have been very courteous and helpful. I had many questions and they helped me make the right decision in furthering my education. They had a program that was perfect for going back to school later in my career.

” – Vickie from Swartz Creek, 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...

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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...

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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...

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...