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,...

“…The faculty is usually attentive and pretty entertaining. Most professors know exactly what they're talking about and provide insight into difficult fields with ease. I took the Core Curriculum and am learning much about history and philosophy. I...” – Alex from Waco, TX

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...

“…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...

“…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

University of South Florida-Main Campus

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

“…Pretty nice campus, really big so bring a bike or something to get too and from class but overall it's a nice and friendly environment. ” – Student, Tampa 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...

“…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...

“…I rated this an amazing 5 stars out of 5 because I am learning a lot in my prerequisite classes. Interesting things I would have never known about if I wasn't required to take those classes. These prerequisite classes make students very well-rounded...” – Gianna from Pueblo West, CO

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...

“…After attending Savannah State University. I want to attend Georgia State University because I believe this University will help me prepair myself for law school. I want to recieve my Masters Degree from Georgia State. Then I would like to proceed to...” – Shakari from Savannah, 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...

“…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...

“…Pace University has an amazing staff. Professors are dedicated to helping students during class and outside of the classroom setting. The class size is just right to be able to learn and focus. ” – Nichole from 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...

“…So far the Professors I've had have really made sure the students understand the subjects and offer many review session apart from class if you're still lost. The campus is easy to get around and everyone is really friendly. There are a few...” – Itzel from Fresno, CA

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...

“…Considering the fact that USF has different types of students from different areas, I feel strong to say that I will definitely learn a lot throughout ethnicity, religion, and culture.” – Laura from Tustin, 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...

“…Pulling an all nighter never seemed so exciting before. One computer science class, and I felt like I could tackle and computer programming question out there. Most classes are similar in the amount of learning that goes on. Everywhere you turn,...” – David from Fairfield, CT

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...

“…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,...

“…I have learned so much since I began my schooling at University of Wisconsin-Madison. There is such a variety of classes to choose from which makes it easy for you to find classes that you are interested in. The professors here challenge you to think...” – Hannah from Andover, MN

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 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

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...

“…There are large lectures and small group classes so everyone can learn in an environment right for them. The professors are smart and well educated. Lots of them take them time, if you come see them, to personally help you when you need it.” – Victoria from Topeka, 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...

“…The academics offered here at WMU are great. The school is not too big that it is hard to get individual help, but its big enough to teach you how to learn on your own and use the facilities the school provides as help. The student writing center and...” – Tim 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...

“…I've learned so much in all of my classes. Most of the classes after first semester are smaller so the teachers have more time to spend with each student and discussions ensue and are really helpful. ” – Margaret from Bozeman, 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...

“…Queens definitely does not get the rep for being an amazing school because it is part of the CUNY system... but believe me, you will not be disappointed in the quality of education here. Being a second generation Queens College student, I've only...” – Julie from Garden City, 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....

“…Bentley is a fantastic school that offers so many different opportunities if you know how to utilize them. Having only 4000 undergraduate students from all over the world you really get to meet all different kinds of people which is great for...” – Matthew from Derry, NH

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...

“…I am finding that most of what I am learning is everything I did NOT expect to be learning about. But, I suppose that's college for you! In the classroom, I'm learning more about staying engaged when I'm not challenged or indifferent to the subject...” – Ally from Dallas, 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...

“…Bryant is a tight-knit community with a great academic reputation. Most people here are athletes and partiers. If you don't fall into one of those two categories, it might not be the place for you. ” – Anonymous from NY

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 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...

“…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...

“…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...

“…I LOVE going to school here! The Professors are fantastic! Every class I have had thus far has been taught by highly respected individuals; everyone has at least one Master's and they have all had experience working in their field! The class room...” – Sarah from Pleasant Grove, 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...

“…Its a nice,friendly and clean campus. And living in the city is a plus! The staff in Roosevelt help a lot in answering questions! ” – Dulce from Glendale Heights, 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...

“…I have taken a lot of different courses from different departments and I have learned a ton. My teachers actually care about how I am doing in their classes which makes me want to attend their classes.” – Courteny from Saint Paul, 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...

“…The campus is absolutely beautiful and one of the major reasons I fell in love with this school, but because we are directly on the water, there is a lot of rain. The teachers are willing to help whenever and wherever possible and are actually...” – Rachel from Durham, 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 University is a small, catholic university that provides for everyone and tries to accommodate to each and every student. The community is close-knit and everybody is so nice. All professors want the best for their students and provide all...” – Christine from NJ

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 has been an amazing college to attend, and i should know because this is the third university i have attended. i finally feel comfortable at a school, and i feel like i am actually getting the education i am paying for. when i graduated...” – Caitlin from St. Charles, 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,...

“…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

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...

“…Amazing School. Amazing Faculty. Amazing Academic Programs.” – Lisa from Ballston Spa, 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...

“…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...

“…This University is a very open and friendly place to be. Everyone welcomes you with open arms and the teachers actually care about your well being. To them, you aren't just another number, you are an actual friend and are of importance to them. ”

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...

“…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...

“…This school is really focused on helping you 'Hit the ground running'. The school has an extreme scope on what you will be doing the moment you graduate with a degree. Not only that, but while you are there they prepare you for your future career and...” – Sage from Syracuse, 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...

“…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 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...

“…Mount Union is a beautiful, idealy small campus. It has amazing professors, great resources and the best cafeteria food I have ever had. The students are all friendly too.” – Kaitlyn from Massillon, 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....

“…Like all colleges, it has it's good and it's bad. This is a good college is you want to play sports. The professors and staff are very helpful and you will get a large financial break if you live close to the college. ” – John

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...

“…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...

“…this university is great, filled with diversity and tons of things to do. wpu offers great programs including the biology program, nursing, and teaching. i will be a sophomore soon and i do not regret my decision. ” – Student from Egg Harbor Township, 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

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...

“…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...

“…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...

“…The classes are generally small and the professors are fantastic. After you finish your electives, all the major-specific class are enticing and exciting. I'm glad I chose Akron over a smaller school. There are tons of opprotuniteis here for...” – Abby from Bellville, 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 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

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...

“…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....

“…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...

“…Small and active community. Lots of chances for success. Very helpful and caring professors ” – Sari from Thousand Oaks, 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...

“…Grace College's professors care about you as a person, not just about their class. Dorm life is fun and encouraging. The accelerated academic program is fantastic as I can receive my undergrad degree in 3 years. ” – BBCards

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...