Personal Financial Planning

The Bachelor of Science in Personal Financial Planning (PFP) provides students with a unique opportunity to prepare for careers as fee-for-service financial professionals. In which they will address the specific needs of individuals, families, and businesses managing wealth and working to accomplish financial goals.

Woodbury’s PFP program implements a curriculum registered through the Certified Financial Planner (CFP®) Board of Standards. This provides students with the necessary knowledge to complete a CFP® certification as well as many other industry credentials.  The program is one of only a limited number of dedicated, AACSB accredited bachelor programs in Personal Financial Planning.

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

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Web based professional and executive education


 

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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 esteemed professionals. The following are a few competitions in which PFP students placed:

  • 2nd Place - 2017 SFSP Industry Issues Competition
  • 1st Place - 2016 Financial Counseling Knowledge Quiz Bowl
  • 3rd Place 2016 NAGDCA Retirement Quiz Bowl
  • 1st Place - 2016 SFSP Industry Issues Competition
  • 1st Place - 2016 FPA/CFP® Board Financial Planning Challenge, Best Presentation
  • 4th Place - 2016 FPA/CFP® Board Financial Planning Challenge, Overall
  • 1st Place- 2015 AFCPE Knowledge Quiz Bowl
  • 3rd Place2015 FPA/CFP® Board National Financial Planning Challenge
  • 3rd Place 2015 NAGDCA Retirement Quiz Bowl
  • 3rd Place- 2014 T3 FasTECH Cup
  • 2nd Place - 2014 T3 FasTECH Cup Quiz Bowl
  • 1st Place- 2014 NAGDCA Retirement Quiz Bowl
  • 1st Place- 2014 iOme Retirement Video Challenge
  • 2nd Place- 2014 FPA/CFP® Board National Financial Planning Challenge
  • 1st Place - 2013 NAGDCA Retirement Quiz Bowl (Louisville, KY)
  • 1st Place- 2013 IARFC Retirement Competition

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