Bachelor of Science Degree, Financial Planning

Franklin University’s Financial Planning Major prepares you to be on the frontlines of this flourishing field. Our program equips you to become a personal financial advisor who can help families holistically plan their financial futures—or to specialize in a specific area, such as tax planning, estate planning, investment strategy, education planning, debt management, healthcare planning, or retirement savings and income planning.

Prepare for certification while you earn your degree

Franklin’s Financial Planning curriculum is certified by the CFP® Board; that means upon completion you’ll be eligible to sit for the CERTIFIED FINANCIAL PLANNER™(CFP®) exam, the most prestigious certification in the field.

With Franklin’s Financial Planning Program, you’ll build essential skills in six fundamental areas: principles of financial planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning and estate planning. You’ll have the opportunity to master each area so you’ll be ready to competently deliver comprehensive financial plans to your future clients.

And because this major is accredited by the International Assembly for Collegiate Business Education (IACBE), the leader in outcomes-based accreditation in business, you know you’re earning a respected degree with value in the workplace.

Gain experience building financial plans using tools of the trade

Since practical experience is so valuable to clients and employers, our Financial Planning Major features hands-on project assignments and exercises designed to expose you to real-world scenarios faced in the field. For example, you’ll take part in a cutting-edge financial planning game in which you make a variety of personal finance decisions for characters in the game.

Throughout your Franklin coursework, you’ll apply financial planning techniques, procedures, and practices to case studies, generating solutions that solve real-world problems. You'll also learn how to use MoneyGuidePro™, a commonly used financial planning software in the industry, preparing you to take on client work right after graduation.