Personal & Family Financial Planning

EMPOWERING PROFESSIONALS TO TAKE CONTROL OF THEIR FINANCIAL FUTURE

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PERSONAL AND FAMILY FINANCIAL PLANNING

Grow financial knowledge that goes beyond dollars and cents. The Personal & Family Financial Planning program gives students a solid foundation in financial planning and wealth management, broadens their understanding of ethical and fiduciary responsibilities and fine-tunes their interpersonal skills to ensure fulfilling, long-term relationships with future clients.

Programs at a glance

Grow financial knowledge that goes beyond dollars and cents. The Personal & Family Financial Planning program gives students a solid foundation in financial planning and wealth management, broadens their understanding of ethical and fiduciary responsibilities and fine-tunes their interpersonal skills to ensure fulfilling, long-term relationships with future clients.

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Internships

These supervised, practical experiences give students hands-on opportunities to work in a professional setting within the financial services industry, offering the advanced training necessary for a fulfilling career.

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Career Planning

Companies around the country actively recruit our program's well-prepared graduates for jobs such as estate planner, wealth manager, financial analyst, bank trust officer, financial planner, client services specialist and more. Get helpful information from the Student Engagement and Career Development Center.

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Certified Financial Planner Board of Standards

The University of Arizona Personal & Family Financial Planning curriculum is approved by the Certified Financial Planner Board of Standards. Completing either the major or the minor fulfills the requirements to take the Certified Financial Planning licensing exam.

Access To Financial Technology Applications and Programs

The PFFP program has the opportunity for students to learn and use such platforms as eMoney, Money Guide Pro, Morningstar and Right Capital, the integrated financial planning program used by Charles Schwab.

 

 

Connect with an advisor

The fast-growing financial planning industry needs passionate graduates to help people achieve their personal and family financial goals and plan for the future. Does this sound like you? Talk with a Personal & Family Financial Planning advisor to get started on this rewarding path.

Tiffany

Tiffany Ortega, Academic Advisor
PFFP Majors/Minors

 

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