Department of Finance

Embark on a career in finance and reap the rewards of a fulfilling, flexible profession. A career as a financial analyst, international investment banker, real estate executive, or wealth manager starts with a strong foundation in place-the kind at Temple University’s Fox School of Business.

Financial Planning Major

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Put yourself on the fast track toward a career as a financial planner with the financial planning major from the Fox School of Business at Temple University.

Financial planning combines the analytical skills of finance with a face-to-face client based business and is ideal for students interested in business with a desire to interact with people every day.  10,000 baby boomers will be retiring every day for the next 20 years and they need help to reach their financial goals.  This includes managing their finances, planning for retirement, estate planning and tax efficient investing. The field of financial planning is growing explosively and there are not enough professionals in the field currently, leaving huge opportunities for highly motivated students.


Experience an Interdisciplinary Education from Industry Professionals

A financial planning degree will prepare you for the vast array of fields planners work in; from creating a client’s portfolio to retirement planning to real estate advising,  the financial planning degree will give you a broad, quality education. Core classes and electives are drawn from Fox’s finance, risk, legal studies, marketing, and human resources departments allowing you to get a custom-fit, extensive experience with the many fields associated with financial planning. These classes are taught by Fox professors that are current financial planners, and hold multiple industry designations such as CFP, CFA, CPCU, and JD,  giving you a real-world education like no other. Importantly, upon graduation, as a Financial Planning major, you will have fulfilled the educational requirement to allow you to sit for the Certified Financial Planner (CFP) exam, the nationally recognized and highly regarded industry designation within Financial Planning.

The financial planning major is paired with Temple University Investment Association, giving you the opportunity to gain hands on experience in finance. Weekly meetings with TUIA will give you the chance to hear from industry professionals in financial planning and investment management, as well as the broader financial services industry.  You will even have opportunities to get hands on experience with financial planning, investing, and portfolio management through an interactive and dynamic speaker series throughout your collegiate career.


Financial Planning BBA Program Requirements

Which courses are needed to earn a Bachelor of Business Administration in Financial Planning (BBA)?

  • University Requirements: All new students need to complete Temple’s General Education (GenEd) curriculum.
  • College Requirements: Students must meet College Graduation Requirements, including the requirements for a financial planning degree. Students must attain an overall GPA of 2.0 and a 2.0 GPA in the major itself in order to acquire a financial planning degree. The Major GPA Calculator can help you determine your GPA in the financial planning program.
  • In order to major in financial planning, these courses must be completed. This suggested sequence outlines a typical academic path for finance majors.

Contact Us

Cindy Axelrod, CFA
Director of Financial Planning Programs
E-mail: cindy.axelrod@temple.edu
Office: Alter Hall 422
Phone: 215-204-1917