UVU’s Financial Planning and Wealth Management program equips students with the knowledge and real-world skills to become trusted financial advisors, wealth managers, and Certified Financial Planner™ (CFP®) professionals. If you're interested in helping individuals and families plan for retirement, grow their investments, and build generational wealth, this degree is your next step. You’ll learn how to develop personalized financial plans, manage assets, and guide clients through key life decisions—all while preparing for a rewarding career in a fast-growing, client-focused industry.
UVU Financial Planning: Where Classroom Knowledge Meets CompetitionUVU's Financial Planning students consistently excel in national competitions, reinforcing the program’s top-10 ranking. Recently ranked #3 by Wealth Management Magazine, UVU’s success is driven by student achievements in conferences and competitions like the FPA Student Financial Planning Challenge. Working in tandem, high success rates in passing the CFP® exam, close faculty guidance, and national conference participation further strengthen the program’s industry reputation, providing students with invaluable real-world experience and recognition. Notable high-ranking placements in student competitions and conferences include:
Ameriprise Financial/FPA®/CFP® Board National Financial Planning Student Challenge – 2024, 2022, 2020, 2019, 2018
AFCPE® Financial Counseling Knowledge Bowl – 2024, 2023, 2022, 2021, 2019
IARFC® National Financial Plan Competition – 2023, 2022, 2021, 2020, 2019
FSP Career Exploration Competition (CEC) - 2022, 2020, 2019
T3 Student FinTech Competition – 2020, 2019, 2018
Financial Planning Collegiate Challenge – 2023
NAGDCA Arthur N. Caple (ANC) Foundation Retirement Knowledge Quiz Bowl – 2017, 2014, 2013
Students interested in competing and gaining recognition for their skills in PFP conferences and competitions should speak with their professors or contact Dr. Luke Dean at [email protected].
Your faculty in the Woodbury School of Business Financial Planning and Wealth Management
program are here to help you feel confident about your financial future—and how to
help others with theirs. Our mission? Create a learning environment where investments,
retirement, and tax strategies feel approachable, practical, and even exciting. Unsure
about a concept or career path? We’ve got your back. Click below to connect with a
professor.
Mauren Dodson
Getting Involved in the UVU Financial Planning Program and AbroadWhat can you do with a Financial Planning degree?
Top Employers: Fidelity, Vanguard, Diversify, and RIA firms
Job placement
Median Income in Utah: $65,540
for Personal Financial Advisors
Utah’s FinTech industry is growing fast—and so is the demand for skilled professionals in this exciting field. Whether you're interested in tech, business, or finance, FinTech opens the door to careers like software development, data analysis, financial planning, product management, and more.
Located near Silicon Slopes, UVU’s FinTech Center connects students with real-world industry projects, specialized FinTech certificates, guest lectures, and conferences. You'll gain hands-on experience in areas like financial technology, artificial intelligence, blockchain, data science, and global finance—all guided by expert faculty.
As a Financial Planning student at UVU's Woodbury School of Business, you'll build a strong foundation in wealth management, investing, and financial strategy—before you graduate.
The Wolverine Fund is a student-run venture capital group where selected full-time students, called Wolverine Associates, gain hands-on experience with investment research, risk management, and financial planning. It’s the perfect way to apply what you learn in class to real-world scenarios.
You’ll also connect with venture capitalists, startups, and finance professionals—expanding your network and preparing for careers as Certified Financial Planners (CFP®), advisors, and beyond.
If you're ready to stand out in the financial planning world, the Wolverine Fund is your chance to invest in your future.
Our bachelor's degree is designed to set students up for success in their career as a financial professional, including their efforts to pursue the CFP(R) certification.
We also have classes that can help students pursue other professional certifications and licensing exams, including the Accredited Financial Counselor (AFC) certification, Chartered Financial Analyst (CFA) certification, the Securities Industry Essentials (SIE) exam, and the Series 7 exam.
Want to make the most of your time in UVU’s Financial Planning program? PFPSA is here to help you do just that.
This student-led group connects you with peers, professors, and finance professionals while helping you build real-world skills through events, service projects, and leadership opportunities. Whether you're looking to grow your network, explore career paths in finance and economics, or gain experience that looks great on a resume, PFPSA offers a supportive, hands-on way to get involved.
Take the next step toward your future in financial planning—join PFPSA today!
The Money Success Center (MSC) is for Financial Planning majors who want hands-on experience while helping others.
As a volunteer financial coach, you’ll guide fellow students and community members on budgeting, credit, loans, and money goals. It’s a chance to sharpen your skills, earn hours toward professional licensing, and make a real difference.
MSC volunteers also lead workshops and presentations across campus, promoting financial literacy and helping others take control of their finances.
If you're ready to build confidence, boost your resume, and give back—the Money Success Center is the place to start.
