Finance and Commercial Law

Bachelor's in Personal Financial Planning

 

Interested in helping people plan for their financial futures? In Western Michigan University’s personal financial planning program, you’ll gain knowledge of securities valuation, insurance, estate and retirement planning, and employee benefits.

Nationally recognized by Financial Planning Magazine and certified by the Certified Financial Planner Board, this top undergraduate program will help you gain a strong foundation in financial planning.

With a B.B.A. in personal financial planning, you could be the professional others rely on to help make their financial futures secure and successful.

Department of Finance and Commercial Law
Western Michigan University
Kalamazoo MI 49008-5420 USA
(269) 387-5720 

Planning for your future career

At the Haworth College of Business, the personal financial planning major is more than just stocks and bonds. It's a degree that means helping people make good financial decisions for their futures. You'll be versed in technical knowledge of wealth management and interpersonal skills, like active listening and communication, that will make you a trusted resource among clients.

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

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

Students have been placed in a variety of professional positions in financial institutions and brokerage, insurance, personal financial planning and accounting firms, including:

  • Advia Credit Union
  • Comerica Bank
  • Greenleaf Trust
  • PNC
  • State Farm
Explore career resources
Review degree requirements

Secure your career with a personal financial planning degree!

Personal financial planners guide people in planning for their financial future by assisting them with investments, tax planning, and insurance decisions. Working toward your bachelor’s degree in personal financial planning, you'll gain knowledge of valuation of securities, insurance, estate planning, retirement planning and employee benefits.

You will have many career opportunities in this growing field in areas such as commercial banking, personal financial planning, insurance and money management. Students may also sit for the CFP® certification exam, where WMU students pass at a rate 27.5% higher than the national average.

Learn about investments while managing $3 million of real money, with additional opportunities to prepare for the Series 7 exam and earn Bloomberg Certification.

 

Are scholarships available?

Yes. We offer a variety of scholarships for personal financial planning students based on merit and financial need.
Review scholarship information
I got a personal financial planning internship, and I loved it. I am excited for my future career and the opportunity to build relationships with clients. The reason WMU Haworth stands out to me is all the experiences provided to students that get them where they want to go.
—Makenna Grezlik, intern at OsbourneKlein of Ameriprise Financial