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It's all about your investment decisions
B.S. in Finance with a concentration in Personal Financial Planning (PFP) at Central is registered and regulated by the CERTIFIED FINANCIAL PLANNER (CFP) Board of Standards. Central’s PFP degree program is the first CFP Board Registered Program in Connecticut. Upon completion of a B.S. in Finance with Concentration in PFP at Central, you will be eligible to take the CFP® Certification Examination.
Central’s B.S. in Finance with Concentration in PFP prepares you to excel professionally in the following ways:
Educational Achievement
Central’s B.S. in Finance with Concentration in PFP prepares you to achieve the CFP Board education requirements and eligibility requirements for the CFP® Certification Examination.
- Rigorous Coursework: Central’s PFP program is designed in alignment with the CFP Board's Principal Knowledge Topics and Learning Objectives. Your learning outcomes encompass financial knowledge in the general principles of financial planning, professional conduct and regulation, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, estate planning, and the psychology of financial planning.
- Business degree emphasis. Our PFP program provides a solid business foundation, encompassing courses in finance, accounting, management, marketing, management information systems, business analytics, and business law.
Ph.D. Trained Faculty
You will learn from full-time professors who have specialized experience in personal financial planning, investment, insurance, retirement planning, estate planning, individual income taxes, and related professional areas.
Community Services Opportunities
The PFP program embeds various community service opportunities to expand your learning experience beyond the classroom and bridge the gaps between financial knowledge and its application in the real world.
Internship and Career Opportunities
CFP Board network events and job fairs provide students with opportunities to connect with financial advisors and the financial industry. Graduates from our PFP program will have excellent preparation for employment at a wide range of financial institutions, including financial services firms, mutual fund companies, brokerage firms, wealth management firms, insurance firms, banks, and other businesses.
Scholarship Opportunities
The CFP Board Center for Financial Planning scholarship programs provide opportunities for aspiring individuals seeking to become CFP professionals.
Why Do You Invest in Financial Planning?
Five Facts about Financial Planning:
It is not all about math
CFP® professionals help people take a holistic, “big picture” look at their finances to help them reach their life goals.
Freedom and Flexibility
Talk to successful CFP® professionals and you will learn that what they value the most in their work is the ability to balance personal and professional lives.
A Profession in Demand
Job growth for financial advisors is expected to grow 4 times higher than other occupations, according to the Bureau of Labor Statistics.
Not A One-Size-Fits-All Career
From striking out on your own to working at firms big and small, there are a variety of career pathways for CFP® professionals.
A Rewarding Career Helping Others
This exciting career brings personal satisfaction of helping others, as well as financial rewards. According to the Bureau of Labor Statistics, the median pay for financial planners is $89,000.
Interest in Career in Financial Planning?
Contact Dr. Ying Chen, CFP® at ying.chen@ccsu.edu to learn more about our B.S. in Finance with Concentration in Personal Financial Planning at Central Connecticut State University.