The financial planning minor will introduce students to the field of financial services. Learn the principles of working with clients, developing debt management plans, and more.
Concordia’s financial planning minor will produce qualified graduates who have the pedigree to get hired and the skillset to make an impact on their field from day one. Graduates will also be prepared to take industry certification exams, such as the Certified Financial Planner (CFP) designation.
As a student in the financial planning program, you will obtain a strong foundation in personal finance principles. This includes budgeting, saving, investing, retirement planning, and managing debt.
Position yourself for a career in financial services. The coursework can prepare you for entry-level positions in financial planning, wealth management, or related fields. Take advantage of the finance lab located in the Offutt School of Business’ Grant Center.
You may be eligible to take exams for industry certifications like the Certified Financial Planner designation after graduation. This certification is globally recognized and respected and can significantly enhance your resume and earning potential.