UVU’s top 3, nationally ranked Financial Planning & Wealth Management program equips students with the knowledge and real-world skills to become trusted financial advisors, wealth managers, and CFP® professionals. If you're interested in helping individuals and families plan for retirement, grow their investments, and build generational wealth, this program is your next step. Whether you're looking to earn a bachelor's degree, master's degree, or graduate certificate, 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 profession.
This degree also fulfills the educational requirements for the CERTIFIED FINANCIAL PLANNER® certification.
Financial Planning & Wealth Management at UVU: Where Classroom Knowledge Meets National
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 clearly demonstrated by students regularly placing in national competitions like the FPA Student Financial Planning Challenge. In addition, high success rates in passing the CFP® exam, close faculty guidance, and national conference participation further strengthen the program’s professional reputation, providing students with invaluable real-world experience and recognition.
UVU students have placed in the top three in the following competitions over the years, including:
AFCPE® Financial Counseling Knowledge Bowl – 2025, 2024, 2023, 2022, 2021, 2019, 2016, 2015
IARFC® National Financial Plan Competition – 2026, 2025, 2023, 2022, 2021, 2020, 2019
FSP Career Exploration Competition (CEC) - 2022, 2020, 2019
T3 Student FinTech Competition – 2020, 2019, 2018
Utah Financial Planning Collegiate Challenge – 2026, 2023
NAGDCA Arthur N. Caple (ANC) Foundation Retirement Knowledge Quiz Bowl – 2017, 2014, 2013
Students interested in attending conferences, competing, and gaining recognition for their financial planning skills in competitions should speak with their professors or contact Dr. Luke Dean at [email protected].
If you are currently a UVU Financial Planning student, you have additional resources available in your Sharepoint hub.
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.
The following degrees and certificates are registered with CFP Board and fulfill the educational requirement for the CERTIFIED FINANCIAL PLANNER® certification.
What can you do with a Financial Planning degree? Check out some potential positions below.
Drive firm growth by providing vital back-office support, managing compliance, and optimizing client onboarding and servicing processes.
Guide clients and their portfolios through market volatility with tailored asset allocation and data-driven investment advice.
Help affluent donorsand their families maximize their charitable impact by aligning their financial resources with their cherished values and desired impact.
Deliver white-glove banking, investment management, and concierge financial services to affluent families and business owners.
Empower individuals and families to build strong financial foundations by mastering budgeting, reducing debt, and developing healthy money habits.
Coordinate the seamless preservation and transfer of family wealth and family values across generations.
Bridge the gap between finance and technology by implementing cutting-edge digital wealth platforms and automated planning tools.
Top Employers: Fidelity, Vanguard, Diversify, and RIA firms
Job placement after graduation
*based on data collected from Financial Planning alumni
Median Income in Utah: $65,540
for 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 portfolio management. It’s the perfect way to apply what you learn in class to real-world scenarios.
You’ll also connect with venture capitalists, executives of startups, and finance professionals, allowing you to expand your network and prepare for a career in investment management.
Our degrees is designed to set students up for success in their career as a financial professional, including their efforts to pursue the CFP 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? FPSA 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, FPSA offers a supportive, hands-on way to get involved.
Take the next step toward your future in financial planning—join FPSA 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.
