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...

“…

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...

“…

Baylor will keep you busy. You will be learning from the best and the brightest. These professors are not like your High School teachers. They will push you to think critically (even though the subject that you are learning about may not be in...

” – Megan from Allen, 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...

“…

Even though CSU doesn't receive as much national recognition as most public universities, the quality of the facilities and professors is undeniably equal if not exceeding the national standard. Even in the large general elective classes that every...

” – Sean from Boise, ID
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...

“…

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...

“…

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
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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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...

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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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The best thing about a large research university like Wisconsin is the extraordinary wealth of academic and extracurricular choices. I've never been bored-there is always something I can learn or somewhere I can go. It really feels like home.

” – Hannah
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...

“…

I am definitely learning more than I could have imagined. The classes are challenging yet rewarding, confirming the idea that UConn will provide me with an adequate education. As a major in physiology and neurobiology, I am thrust into the sciences...

” – Jamie from Milford, 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 that teach here are wonderful! They are understanding, compassionate and encouraging. They are always open to questions and outside-class time you may need to fully understand the concept.

” – Samantha from Katy, 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...

“…

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
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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The professors are really great. They tell personal experiences that you can learn from and relate to and are always available for extra help or a question. They really help you learn and care about your success.

” – Ashley from Everett, MA
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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Take advantage of professor's office hours!! They are more than willing to sit down with you!

” – Carly from Florida
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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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...

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I love Queens College. The atmosphere is so friendly and there's so much diversity. Most of the professors are really interesting and they know what they're doing.

” – Jessica from Jackson Heights, 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 offers some of the best business professors out there and many have worked in a high-level positions for companies and the government and have a lot to share from those experiences.

” – Emily
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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Like many other students, I came to Bryant for a career in business and I already feel like I'm immersed in the business culture after only one semester. My first semester I took Business 101, Microeconomics, Math, a Literary and Cultural Studies...

” – Lauren
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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When I went to college, I expected classes to be bigger and professors less connected with students. With Widener this wasn’t true. Class sizes are small, so professors get to know students and generally care about them. Most of the professors I have...

” – Stephanie from Tucson, AZ
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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Ultimately the learning is all up to the individual so it depends on the students dedication that they have. The teachers are very intelligent and they are willing to help with any problem. There are many different options for the student if he or...

” – Tina from Scranton, 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 is a fantastic university. This is a school I'd highly recommend to any one who wants a good education as well as have fun. The school diversity is wonderful and the staff and student body are all great.

” – Rebecca from Sagamore Beach, MA
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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Roosevelt University is challenging.

” – Willie 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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umd is a fantastic but underrated school. not many people know about it outside of minnesota and wisconsin, and even fewer consider it during their college search, but it is a wonderful school nonetheless. it has miles of trails, a great city down...

” – Jill from Grayslake, IL
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...

“…

Great school with a beautiful campus, helpful and caring faculty and staff, and so much to offer to students!
Great financial aid and scholarship options, plus locked tuition rates to help make college affordable!
Excellent for academics and...

” – Anonymous
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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The professors here are amazing. They are friendly and well-versed in the subjects that they teach. When they say you can come to them if you have any problems or need any extra help, they sincerely mean it.

” – Suzanne from Meshoppen, 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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The five stars are not a joke. I am currently a freshman at Lindenwood University and I have learned so much within my first semester. Already I have learned with hands on experiences and in the classroom with terrific teachers. Those who are...

” – Candice from Eagleville, TN
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
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...

“…

I visited this school during an open house and I fell in love with it immediately. I can't wait to attend this fall, and I am really looking forward to all of the different things I will learn and do while I am there.

” – Rachel from Anson, 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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I'm not just learning facts, I am learning more about how to have my faith be an integral part of of my career.

” – Kelsie from Bremerton, WA
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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I have learned alot about myself and the path I want to take in the future. I think that being able to change your major with such ease is a major part of my success. There are so many different classes to choose from that it is easy to explore...

” – Rochelle from esperance, 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...

“…

Classes are small which provides you with one on one time with your professors which is great, because being a full time college student sometimes you may be busy during tutoring hours. So if you can talk to your professor and get help in class, you...

” – Shyla from Tulsa, 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...

“…

The starting points for classes are well tailored to your high school work. I was placed onto the Analysis track based on my AP scores, but the new information I was acquiring was similar to my sociology class. I have never taken sociology before...

” – Nick from Lexington, 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 professors here really make sure that you learn the material they are teaching. Classes are small so you really can have one on one time with your teacher if you are not understanding something. They will give you their office ours as well as set...

” – Shamika 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...

“…

If you put yourself out there there is a limitless amount of knowledge to learn in Alfred. its a small town so its quite but there is so much to do and learn. professors are Very helpful if you put yourself in the position to bother them for...

” – Elvis from Alfred, 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 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...

“…

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...

“…

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...

“…

William Paterson University offers an education of tremendous value in a learning community that is committed to providing academic excellence.

” – Deziree from Paterson, 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...

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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...

“…

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

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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How could you NOT learn here, there are so few students per class and the professors know you!!I was taking an easy class in my major and the professor found out I was bored, so he offered me a chance to audit an upper level class in something I was...

” – Austin from El Cajon, 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 is a great place for a student to grow with god and in academic excellence. whatever your major is there are classes that you will take to strengthen and grow you relationship with god. the faculty are very diligent in helping students...

” – Ty from Cedar Rapids, IA
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...