Personal Financial Planning

Interested in helping people plan for their financial futures? Take a look at the personal financial planning major at Western Michigan University, where you’ll gain the knowledge of valuation of securities, insurance, estate and retirement planning, and employee benefits.

Nationally recognized by Financial Planning Magazine and certified by the Certified Financial Planner Board, this program will help you gain a strong foundation in financial planning. You will have the opportunity to apply to manage a portfolio of $1 million of real money in our Greenleaf Trust Trading Room, under the direction of an experienced money manager, in our Student Managed Investment Fund course, with additional opportunities to prepare for the Series 7 exam and earn Bloomberg certification.

As a personal financial planning major at Western Michigan University, you will learn interviewing and analytical skills to help you become financially savvy for your future career. You should be passionate about working with people and willing to fine tune and develop your communication skills to work with clients. Upon successful completion of the recommended coursework, you will be eligible to sit for the CFP exam.

You could be the person others rely on to help make their financial futures secure and successful. If that sounds good to you, then join our program at the Haworth College of Business.

Beyond the classroom

Several student and professional organizations are available through WMU to help you make the right contacts in the industry and learn about the latest trends. They include the Financial Services Club, Financial Management Association, Society of Financial Service Professionals, CPCU Society, Financial Planning Association and West Michigan CFA Society.

After you graduate

Recent WMU graduates with degrees in personal financial planning are working as:

  • Budget analysts
  • Credit analysts
  • Insurance agents
  • Loan counselors
  • Personal financial advisors

Among the companies they work for are:

  • Ameriprise Financial
  • Charles Schwab
  • Charles Zhang & Associates
  • Comerica
  • Edward Jones
  • Greenleaf Trust
  • Hantz Group
  • JP Morgan
  • LVM Capital Management
  • New York Life
  • Northwestern Mutual
  • Plante Moran
  • PNC Bank
  • Raymond James
  • Ron Wiser & Associates
  • Zhang Financial

Where is this program offered?

  • Kalamazoo

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