Personal Financial Planning

Personal Financial Planning addresses the specific needs of individuals, families, and businesses managing wealth and working to accomplish financial goals.

Top 10 nationally ranked program
100% job placement
Paid internships
Become CFP certified
Travel nationwide for conferences
Help families and businesses meet goals

Web based professional and executive education



As part of the Personal Financial Planning program, you'll have many opportunities to demonstrate your ability in national competitions, win scholarships, and cultivate rapport with many esteemed professionals. The following a few recent competitions in which PFP students placed:

  • 1st overall - 2016 SFSP Industry Issues Competition (Tempe, AZ)
  • 1st overall - 2015 AFCPE Knowledge Quiz Bowl (Jacksonville, FL)
  • 3rd overall2015 FPA/CFP Board National Financial Planning Challenge (Boston, MA)
  • 3rd overall - 2015 NAGDCA Retirement Quiz Bowl (Indianapolis, IN)
  • 3rd overall - 2014 T3 FasTECH Cup (Dallas, TX)
  • 2nd overall - 2014 T3 FasTECH Cup Quiz Bowl (Dallas, TX)
  • 1st overall - 2014 NAGDCA Retirement Quiz Bowl (San Antonio, TX)
  • 1st overall - 2014 iOme Retirement Video Challenge (Washington, DC)
  • 2nd overall - 2014 FPA/CFP Board National Financial Planning Challenge (Seattle, WA)
  • 1st overall - 2013 NAGDCA Retirement Quiz Bowl (Louisville, KY)
  • 1st overall - 2013 IARFC Retirement Competition

Upcoming Events

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