Personal & Family Financial Planning Undergraduate Major

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B.S. in Personal and Family Financial Planning

If you have a head for numbers and a heart for helping families and individuals secure their financial futures, consider majoring in Personal & Family Financial Planning. The Bachelor of Science curriculum suits those students interested in deepening their understanding of money and finance while also fostering interpersonal client relationships.

Why Major in Personal and Family Financial Planning?

You've always had an interest in business and are excited for the range of opportunities that a degree in business provides but not sure which path you want to travel through. With a degree in Personal and Family Financial Planning, you will be able to learn fundamental skills such as investing and saving in order to enhance your wealth management capabilities. Through this major, you'll be able to understand in depth details about buying a house, managing taxes, saving for college funds, purchasing insurance, and preparing for retirement. 

What Can You Do with a Degree in Personal and Family Financial Planning?

There are a variety of career opportunities available to students who complete a bachelor of Personal and Family Financial Planning, including:

  • Financial Planner
  • Wealth Manager
  • Estate Planner
  • Tax Advisor
  • Retirement Planner
  • Investment Manager
  • Securities Trader
  • Financial Analyst
  • Financial Services Consultant
  • Loan Consultant
  • Client Service Specialist
  • Bank Trust Officer
  • Entrepreneur

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Personal and Family Financial Planning Requirements

As a financial planning student at the University of Arizona, you'll take fundamental courses in financial planning and wealth management that will not only help you advise others on their best financial options, but show you how to best optimize your personal finances as well. These classes include Intro to Managerial Accounting, Personal and Family Risk Management, and The Money Class. 

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Tiffany Ortega

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