Financial Planning Major

Financial Planning (BBA)

Financial planning combines the analytical skills of finance with face-to-face client based business skills. This includes managing finances, planning for retirement, estate planning, and tax efficient investing. A financial planning degree will prepare you for an array of jobs, from creating a client’s portfolio to retirement planning to real estate advising. Core classes and electives are drawn from Fox’s Finance, Risk, Legal Studies, Marketing, and Human Resources departments, allowing you to get a custom, extensive experience with the many fields associated with financial planning. Upon graduation, 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. Put yourself on the fast track toward a career as a financial planner with the financial planning major.

Learn More (Opens in new window) Apply Now (Opens in new window)