personal financial planning header

Personal Financial Planning 

 

If you'd like to become a CERTIFIED FINANCIAL PLANNER™ professional, wealth manager or investment advisor, start with Edinboro's Personal Financial Planning degree. This accredited program will prepare you for a rewarding and satisfying career.

ACBSP Accreditation

All of Edinboro's Bachelor of Science in Business Administration concentrations are accredited by the Accreditation Council for Business Schools & Programs (ACBSP), which accredits quality business programs across the globe. Learn more about accreditation.

Why Edinboro Stands Out.

In the School of Business and Economics at Edinboro University, you'll learn in small classes taught by faculty with professional experience. They will help you gain a sound understanding of topics like money and banking, investment analysis and federal income tax regulations. They will also provide insight into the diversified functions of business, from accounting and economics to finance, marketing and business law.

After completing the program, you'll be ready to help individuals make educated financial decisions on a wide range of topics, from mortgages and insurance to college and estate planning, taxes and retirement.

Registered with the Certified Financial Planner Board of Standards, Inc.

This important designation of our program is in recognition of the high-quality faculty and programming offered by the Personal Financial Planning program and the School of Business. Edinboro's registrations and accreditations, coupled with our School of Business’ 100% placement rate, validate that the faculty and programs in the School of Business are quite competitive, meeting our mission of admitting and graduating the highest quality students to meet the needs of the broader region.

Scott E. Miller, CPA, DBA,
Dean of the School of Business

How Edinboro Supports You.

As a Personal Financial Planning major at Edinboro, you can become an IRS-certified tax preparer and provide a service to your community by volunteering to help low-income residents prepare their income taxes through the Erie FREE Taxes program.

You will also earn valuable internships at personal financial planning firms and financial service companies and will have the opportunity to participate in faculty-led trips to career fairs and professional conferences. Recent trips include:

  • Financial Planning Association's Annual Conference in Minneapolis, MN
  • Vanguard EXPLORE Day in Malvern, PA
  • FPA NCA Career Day near Washington, DC
  • CFA Society of Pittsburgh's Career Fair in Pittsburgh, PA
  • Visits to financial planning firms in Erie, Pittsburgh, Cleveland and Buffalo

14%
Job
Growth

Job Growth

According to the U.S. Bureau of Labor Statistics, employment of personal financial advisors is projected to grow 14% from now to 2026, faster than the average for all occupations.

Your Future

Upon completion of the Personal Financial Planning program, you’ll be prepared to study for your CFP exam and find employment in personal financial planning firms, banks, insurance companies and other commercial enterprises.

A recent alumni survey shows that 100% of our graduates have found jobs or been accepted to graduate school within six months of graduation at firms such as:

  • Allegheny Financial
  • Erie Insurance
  • Vanguard
  • AXA
  • Merrill Lynch
  • State Farm
  • TD Ameritrade
  • HBKS Wealth Advisors
  • Radnor Financial Advisors

Questions About This Program?

Dr. Michael Engdahl
Department Chair
215A Hendricks Hall
Email: mengdahl@edinboro.edu
Phone: 814-732-2412

Curriculum Sheet Course Sequence

 

Learn more

Start Today.

Take charge of your experience. Ask questions, meet our students and professors, and see the campus yourself.

Request Info

Similar Programs

During the course of your studies, you might develop an interest in other business disciplines. Consider these outstanding programs at Edinboro: 
Bachelor of Science (BS)
Bachelor of Science (BS)
Bachelor of Science (BS)
Bachelor of Science (BS)
Bachelor of Science (BS)
Bachelor of Science (BS)