Personal & Family Financial Planning

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Personal & 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.

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Undergraduate Major

Students in the B.S. program complete core financial planning classes and electives designed to increase their understanding of the issues individuals and families face when making important personal and family financial decisions. Additionally, a required financial services industry internship cultivates on-the-job skills.

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Undergraduate Minor

The minor in Personal & Family Financial Planning prepares students for a variety of careers that promote financial success for individuals and families. Coursework includes such classes as Applied Family Investment Planning & Savings Strategies and Personal & Family Estate Planning.

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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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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.

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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New partnership brings financial planning software opportunities for PFFP majors

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.

 

A Step in the Right Direction

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

Sarah Kleinfeld

Sarah Kleinfeld, Academic Advisor
General Education Advising

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