ALFRED STATE COLLEGE
Alfred, N.Y.
CFP Board-registered programs: B.B.A. in financial planning
Enrollment: 35
Faculty: 3
Student-to-faculty ratio: Approximately 15:1
Tuition: $6,470 per year for New York residents; $16,320 per year for nonresidents
FPA Student Chapter: In process
Overview: Students take nine financial planning classes in addition to a semester-long internship with a planning firm. Every student who completed an internship last year was offered a position at the firm he or she interned with, according to assistant professor Scott DuMond. At the end of the program, all graduating students will have met the requirements to sit for the CFP test.
ANGELO STATE UNIVERSITY
San Angelo
CFP Board-registered programs: B.B.A. in finance with concentration in personal financial planning
Enrollment: Approximately 30
Faculty: 3 full-time, 1 adjunct
Student-to-faculty ratio: Approximately 12-15 students per class
Tuition: Determined by number of courses taken: approximately $1,200 per course for Texas residents; approximately $2,300 per course for nonresidents
FPA Student Chapter: None
Overview: Angelo State University offers a traditional on-campus, four-year bachelor’s degree with a major in finance.
BERKELEY COLLEGE
New York
CFP Board-registered programs: B.B.A. in financial services
Enrollment: 106
Faculty: 2 full-time, 2 part-time
Student-to-faculty ratio: 10:1
Tuition: $11,550 per semester. Most students qualify for scholarship assistance.
FPA Student Chapter: None
Overview: The program is closely affiliated with the FPA New York chapter. FPA members frequently serve as guest speakers in the classroom and as members of the program’s Financial Services Advisory Board.
BENTLEY UNIVERSITY
Waltham, Mass.
CFP Board-registered programs: M.S. in financial planning, M.S. in taxation
Enrollment: 225
Faculty: 6 full-time, 15 adjunct
Student-to-faculty ratio: N/A
Tuition: $4,225 per three-credit course
FPA Student Chapter: None
Overview: All courses are offered on a synchronous hybrid basis where courses are offered live on campus or simultaneously over the internet.
BOWLING GREEN STATE UNIVERSITY
Bowling Green, Ohio
CFP Board-registered programs: B.S.B.A. in finance with concentration in financial planning
Enrollment: 19,201 universitywide
Faculty: 800 universitywide
Student-to-faculty ratio: 20:1 university-wide
Tuition: $4,548 per semester for Ohio residents; $8,316 for nonresidents
FPA Student Chapter: None
Overview: The financial planning concentration requires eight courses in additional to the general B.S.B.A. requirements.
CALIFORNIA LUTHERAN UNIVERSITY
Thousand Oaks, Calif.
CFP Board-registered programs: M.B.A. in financial planning
Enrollment: 95
Faculty: 3.5 full-time, 12 adjunct
Student-to-faculty ratio: 6:1
Tuition: $2,400 per three-credit course
FPA Student Chapter: None
Overview: Courses are available both online and on site. Students can choose between two courses of study: One focuses on business administration and financial planning and the other is an interdisciplinary approach including psychology and communications courses tailored for the financial services industry.
CALIFORNIA STATE UNIVERSITY, NORTHRIDGE
Northridge, Calif.
CFP Board-registered programs: B.S. in finance with a financial planning option
Enrollment: 50
Faculty: 6 full-time, 1 adjunct
Student-to-faculty ratio: 15:1
Tuition: $3,291 per semester for California residents; $6,639 for nonresidents
FPA Student Chapter: Yes
Overview: The program partners with the Volunteer Income Tax Assistant Program on campus to offer planning advice and assist with tax preparation for low-income families and individuals, according to program director Kristine Beck.
CLARION UNIVERSITY OF PENNSYLVANIA
Clarion, Pa.
CFP Board-registered programs: B.S.B.A. in finance with personal financial planning track
Enrollment: 29
Faculty: 2
Student-to-faculty ratio: 15:1
Tuition: $3,530 per semester
FPA Student Chapter: None
Overview: The personal financial planning program is a major within the traditional four-year undergraduate B.S.B.A. degree. The major area of study includes 24 credit hours of specific junior- and senior-level major-specific classes.
CLARK ATLANTA UNIVERSITY
Atlanta
CFP Board-registered programs: B.A. in finance and financial planning, financial planning minor
Enrollment: Less than 100
Faculty: 5
Student-to-faculty ratio: 8:1
Tuition: $580 per credit hour
FPA Student Chapter: Yes
Overview: A historically black university, CAU is one of three schools within the Atlanta University Center along with Spelman College and Morehouse College. Students can take classes on any campus.
CLEMSON UNIVERSITY
Clemson, S.C.
CFP Board-registered programs: B.S. in financial management with a concentration in financial planning
Enrollment: 60
Faculty: 11 full-time, 4 adjunct
Student-to-faculty ratio: 4:1
Tuition: $6,941 per semester for South Carolina residents; $16,400 per semester for nonresidents
FPA Student Chapter: In process
Overview: The program is an extension of the university’s broader financial management degree. All financial planning students complete the requirements for a minor in accounting as well, according to lecturer Josh Harris.
COLLEGE OF SAINT ROSE
Albany, N.Y.
CFP Board-registered programs: B.S. in financial planning, B.S.B.A. with a concentration in financial planning, M.B.A in financial planning
Enrollment: 14
Faculty: 3 full-time, 4 adjunct in financial planning curriculum; 18 full-time, 15 adjunct in business school
Student-to-faculty ratio: 14:1 collegewide
Tuition: $28,820 per year for undergraduates; $776 per graduate credit
FPA Student Chapter: Yes
Overview: Beyond the foundational knowledge of the financial planning program, students pursuing financial planning majors are strongly encouraged to develop a focus in accounting and taxation, and/or finance and marketing, according to Dean Suzanne Wilhelm.
COLORADO STATE UNIVERSITY
Fort Collins, Colo.
CFP Board-registered programs: B.S.B.A., financial planning concentration
Enrollment: 48
Faculty: 10 full-time, 2 adjunct
Student-to-faculty ratio: 26:1
Tuition: $11,080 per year for Colorado residents; $28,374 per year for nonresidents
FPA Student Chapter: None
Overview: Teams of students are given the opportunity to take advantage of “mentor calls,” which entail research and calling volunteer planners from the Colorado FPA, according to program director John Hopkins.
CREIGHTON UNIVERSITY
Omaha, Neb.
CFP Board-registered programs: B.S.B.A. with a concentration in financial planning, M.B.A. with an emphasis in professional financial planning
Enrollment: Approximately 1,000 in the Heider College of Business
Faculty: 8 full-time, 4 adjunct
Student-to-faculty ratio: 15:1
Tuition: Varies by program and delivery
FPA Student Chapter: Yes
Overview: Creighton introduced the Financial Psychology Institute this year. Coordination with the financial planning graduate programs will eventually allow for the development of a new online master’s program where students can receive a degree in financial planning with an emphasis in psychology and behavioral finance, according to program director Edward Horwitz.
DAVENPORT UNIVERSITY
Grand Rapids, Mich.
CFP Board-registered programs: B.B.A. in finance with a specialty in financial planning
Enrollment: 24
Faculty: 2 full-time on campus, 1 full-time online, 4 adjunct
Student-to-faculty ratio: 12:1
Tuition: $9,960 per semester for 15 credit hours
FPA Student Chapter: None
Overview: Many courses are taught by financial planning experts in the field. The Morningstar Direct database is an integral part of the program; students receive certification from Morningstar upon completion of training to use the database and cloud.
EASTERN ILLINOIS UNIVERSITY
Charleston, Ill.
CFP Board-registered programs: B.S. in finance with financial planning concentration
Enrollment: 25
Faculty: 6
Student-to-faculty ratio: 15:1
Tuition: $285 per credit hour, $855 for each three-credit-hour course
FPA Student Chapter: None
Overview: The concentration requires students to take a sequence of six financial planning classes that prepare them to sit for the CFP exam.
FRAMINGHAM STATE UNIVERSITY
Framingham, Mass.
CFP Board-registered programs: B.S. in finance with financial planning concentration
Enrollment: 21
Faculty: 15 full-time, 9 adjunct
Student-to-faculty ratio: 15:1
Tuition: $4,350 per term for Massachusetts residents; $7,390 per term for nonresidents
FPA Student Chapter: In process
Overview: Students in the program are offered opportunities to meet working advisers and attend planning conferences.
FRANKLIN UNIVERSITY
Columbus, Ohio
CFP Board-registered programs: B.S. in financial planning
Enrollment: N/A
Faculty: N/A
Student-to-faculty ratio: 10:1
Tuition: $484 per credit hour
FPA Student Chapter: Yes
Overview: The program is accredited by the International Assembly for Collegiate Business Education, according to program head Martina Peng.
GARDNER-WEBB UNIVERSITY
Boiling Springs, N.C.
CFP Board-registered programs: Master’s in wealth and trust management
Enrollment: 20
Faculty: 11
Student-to-faculty ratio: 10:1
Tuition: $664 per credit hour
FPA Student Chapter: None
Overview: The master’s of wealth and trust management program covers topics that include investment analysis, portfolio management, financial planning, retirement planning and estate planning.
GOLDEN GATE UNIVERSITY
San Francisco
CFP Board-registered programs: M.S. in financial planning, M.S. in financial planning and taxation
Enrollment: 72
Faculty: 12
Student-to-faculty ratio: 6:1
Tuition: $2,805 per three-unit class. A 10% tuition grant for FPA members can reduce costs to $2,525 per three-unit class.
FPA Student Chapter: No, though students are actively involved in the FPA of San Francisco
Overview: The first university to offer a Master of Science in financial planning also boasts a master’s in financial planning and taxation. This second degree program is taught in conjunction with Golden State University’s Braden School of Taxation, the largest tax school in the country, according to program director David Yeske, who is also principal at Yeske Buie.
GRANTHAM UNIVERSITY
Lenexa, Kan.
CFP Board-registered programs: B.B.A. in financial planning
Enrollment: 17
Faculty: 4 full-time faculty plus additional professors who teach core courses
Student-to-faculty ratio: 4.25:1
Tuition: $265 per credit hour. Special rates available for active military and veterans. Students need 121 credit hours to graduate.
FPA Student Chapter: None
Overview: Students complete individual and group work and participate in the presentation of a comprehensive financial plan to the class.
ILLINOIS STATE UNIVERSITY
Normal, Ill.
CFP Board-registered programs: Minor in financial planning
Enrollment: 65
Faculty: 10 full-time, 1 adjunct
Student-to-faculty ratio: 19:1
Tuition: $14,062 in tuition and fees per year for Illinois residents; $25,170 in tuition and fees for nonresidents. Some students located in neighboring states and some exceptional academic talents are eligible for in-state tuition.
FPA Student Chapter: Yes, beginning in the fall of 2016
Overview: Illinois State University’s College of Business recently implemented an institute for financial planning and analysis. The mission of the institute is to promote and cultivate financial advising experiences for students and to reach out to business partners working in the industry. Another objective of the institute is to create a roundtable of professionals to help build programs and create opportunities for students, according to director Edgar Norton.
INDIANA STATE UNIVERSITY
Terre Haute, Ind.
CFP Board-registered programs: B.S. in finance with a concentration in financial planning
Enrollment: 20
Faculty: 7 full-time
Student-to-faculty ratio: 23:1 within the Scott College of Business
Tuition: $4,190 per semester for Indiana residents; $5,238 per semester for nonresidents
FPA Student Chapter: Yes
Overview: The program is housed within the AACSB-accredited Scott College of Business. Financial planning students may add a minor in accounting or insurance. The student FPA chapter sponsors industry speakers and provides leadership and community service opportunities.
IOWA STATE UNIVERSITY
Ames, Iowa
CFP Board-registered programs: B.S. in financial counseling and planning; 36 credit-hour entirely online/distance M.S. in family financial planning offered through the Great Plains Interactive Distance Education Alliance (GP IDEA)
Enrollment: 40 for undergraduate degree, 100 for master’s
Faculty: 7 for undergraduate courses, 25 for online master’s
Student-to-faculty ratio: 5:1 for undergraduate degree, 4:1 for master’s
Tuition: $7,868 per year for undergraduate Iowa residents; $21,483 for undergraduate nonresidents; $500 per credit hour for online master’s
FPA Student Chapter: Yes (on-campus only)
Overview: A financial counseling clinic on campus serves as a teaching and research laboratory for students. Core courses in financial planning for the undergraduate degree are taught alongside courses in financial counseling, family systems, consumer issues and human development.
KANSAS STATE UNIVERSITY
Manhattan, Kan.
CFP Board-registered programs: B.S., M.S. and Ph.D. in personal financial planning
Enrollment: 57 undergraduate students, 44 master’s students, 45 Ph.D. students
Faculty: 8 full-time, 1 adjunct
Student-to-faculty ratio: 19:1 for undergraduates, 11:1 for master’s students, 7:1 for Ph.D. program
Tuition: $311.65 per credit hour for Kansas residents, $780 per credit hour for nonresidents; $530 per credit hour for master’s students; $566.10 per credit hour for Ph.D. candidates
FPA Student Chapter: Yes
Overview: The program features coursework in family studies and human relationships, gender roles, financial counseling and financial therapy. The school developed the nation’s first financial therapy certificate program, and students can gain experience in a financial therapy clinic, as well as apply to be a peer financial counselor in the school’s Powercat Financial Counseling program.
LOUISIANA STATE UNIVERSITY
Baton Rouge, La.
CFP Board-registered programs: B.S. in financial counseling and planning
Enrollment: 55
Faculty: N/A
Student-to-faculty ratio: 22:1 university-wide; 63% of financial planning courses have fewer than 35 students
Tuition: $9,960 per year for Louisiana residents; $26,820 per year for nonresidents; $27,000 for international students
FPA Student Chapter: Yes
Overview: LSU financial planning students received numerous national and local scholarships that totaled over $50,000 during the 2015-16 school year, according to program director Fran Lawrence.
MINNESOTA STATE UNIVERSITY, MANKATO
Mankato, Minn.
CFP Board-registered programs: B.S. in finance with a financial planning track
Enrollment: 30
Faculty: 9
Student-to-faculty ratio: 25:1
Tuition: $7,858 per year for Minnesota residents; $15,602 per year for nonresidents
FPA Student Chapter: None
Overview: Program graduates are recruited by a variety of firms, including Northwestern Mutual, Ameriprise, Wealth Enhancement Group, First Investors, Waddell & Reed, Morgan Stanley and others, according to program director Leon Chen.
MOUNT VERNON NAZARENE UNIVERSITY
Mount Vernon, Ohio
CFP Board-registered programs: Minor in financial planning
Enrollment: 30 students currently completing coursework. MVNU does not track freshmen or sophomores unless they have begun coursework.
Faculty: 2 full-time
Student-to-faculty ratio: 18:1
Tuition: $26,700 per year
FPA Student Chapter: No
Overview: Program director Kelly Rush says the financial planning program is taught from an “intentionally Christian worldview.” Students enrolled in the program complete coursework required for CFP certification in addition to over 100 hours of biblical stewardship training.
MURRAY STATE UNIVERSITY
Murray, Ky.
CFP Board-registered programs: B.S. in business finance with a concentration in financial planning
Enrollment: Approximately 15-25 per year
Faculty: 2 full-time, 1 adjunct
Student-to-faculty ratio: 30:1
Tuition: $350 per credit hour for up to 12 hours; $4,200 flat rate for 12 to 15 credit hours
FPA Student Chapter: None
Overview: The program is offered in the university’s Bauernfeind College of Business. The primary instructors teach financial planning review classes and seminars throughout the United States, according to professor David Durr.
NEW JERSEY CITY UNIVERSITY
Jersey City, N.J.
CFP Board-registered programs: M.S. in finance with a concentration in professional financial planning
Enrollment: Approximately 10-12
Faculty: 7
Student-to-faculty ratio: 1.2:1
Tuition: $659 per graduate credit (39 credits required for M.S.)
FPA Student Chapter: None
Overview: Associate professor Rosilyn Overton is in the process of writing a new undergraduate program as well.
NORTH DAKOTA STATE UNIVERSITY
Fargo, N.D.
CFP Board-registered programs: M.S. in family financial planning
Enrollment: 9
Faculty: 1 full-time, 1 adjunct
Student-to-faculty ratio: 6:1
Tuition: $1,590 per three-credit course
FPA Student Chapter: None
Overview: The program is designed so that graduating students will leave with an “understanding of how families work,” according to professor Jim Deal.
NORTHEASTERN STATE UNIVERSITY
Broken Arrow, Okla.
CFP Board-registered programs: B.S.B.A. in business administration with financial planning concentration
Enrollment: 35
Faculty: 3
Student-to-faculty ratio: 12:1
Tuition: $195.65 to $204.90 per credit hour, depending on course level for Oklahoma residents; $429 to $500 per credit hour for nonresidents
FPA Student Chapter: None
Overview: Financial planning students take courses in investments, insurance, income tax planning, retirement planning, employment benefits and estate planning.
OHIO STATE UNIVERSITY
Columbus, Ohio
CFP Board-registered programs: B.S. in consumer and family financial services, financial planner track
Enrollment: 90
Faculty: 8 full-time, 4 adjunct
Student-to-faculty ratio: 8:1
Tuition: $5,108 per semester for Ohio residents; $14,204 for nonresidents
FPA Student Chapter: Yes
Overview: The student financial planning club features outside speakers and panels on topics including financial services careers, industry compensation models, CFP exam preparation, licensing, and interview and resume preparation, according to professor Sherman Hanna.
OKLAHOMA STATE UNIVERSITY
Stillwater, Okla.
CFP Board-registered programs: M.S. in family financial planning
Enrollment: 35
Faculty: 1 full-time, 2 adjunct
Student-to-faculty ratio: 12:1
Tuition: $545 per credit hour
FPA Student Chapter: None
Overview: This online master’s program is offered collaboratively through the Great Plains Interactive Distance Education Alliance.
OLD DOMINION UNIVERSITY
Norfolk, Va.
CFP Board-registered programs: B.S.B.A. in finance, insurance, real estate with financial planning major track
Enrollment: 21
Faculty: 10 full-time, 4 adjunct
Student-to-faculty ratio: 19:1
Tuition: $10,644 per year for Virginia residents; $26,538 per year for nonresidents
FPA Student Chapter: None
Overview: Students in the personal financial planning track need to take eight courses to complete the program, including principles of insurance and risk management, employee benefit planning, estate planning and international financial management. Students are also required to take two electives focusing on real estate and insurance.
OLIVET NAZARENE UNIVERSITY
Bourbonnais, Ill.
CFP Board-registered programs: B.S. in economics/finance with a concentration in certified financial planning
Enrollment: 396 students in the School of Business
Faculty: 9 full-time, 11 adjunct
Student-to-faculty ratio: 17:1
Tuition: $32,950 per year
FPA Student Chapter: None
Overview: Students gain experience through a required internship program with both local and Chicago-area firms. They are also encouraged to participate in Investment Club, where they manage actual investment portfolios.
OREGON STATE UNIVERSITY
Corvallis, Ore.
CFP Board-registered programs: M.B.A., wealth management track
Enrollment: 18
Faculty: 7 full-time, 4 adjunct
Student-to-faculty ratio: 20:1
Tuition: Approximately $32,000 per year for Oregon residents; $53,000 per year for nonresidents
FPA Student Chapter: None
Overview: The curriculum consists of a combination of the general M.B.A. core and the required coursework for CFP certification. Students obtain a depth of knowledge in asset valuation and portfolio management that is necessary for success in the wealth management industry.
PENN STATE ERIE,
THE BEHREND COLLEGE
Erie, Pa.
CFP Board-registered programs: B.S. in finance with concentration in financial planning
Enrollment: 55 (for both in-class and online)
Faculty: 4 full-time, 1 adjunct
Student-to-faculty ratio: 25:1 in classroom, 30:1 online
Tuition: $6,829 per semester for Pennsylvania residents; $10,696 per semester for nonresidents; $579 per credit for less than 12 online credits; $7,041 flat rate for 12 online credits or more
FPA Student Chapter: Yes
Overview: The program offers several practical learning experiences including a course on income tax planning, where students have the opportunity to participate in the Volunteer Income Tax Assistance program. All students are welcome to participate in a financial plan competition hosted by the CFA Society Pittsburgh.
PURDUE UNIVERSITY
West Lafayette, Ind.
CFP Board-registered programs: B.S. in financial counseling and planning
Enrollment: 125
Faculty: 7 faculty, 4 continuing lecturers
Student-to-faculty ratio: 18:1
Tuition: $10,002 per year for Indiana residents; $28,804 per year for nonresidents; $30,964 per year for international students
FPA Student Chapter: None
Overview: The program boasts a nearly 100% placement rate for graduates. Courses taught by both faculty and industry professionals combine theory, research and best business practices, according to lead academic adviser Bobbe Molter. All students are required to complete an internship or field experience before graduation.
REGENT UNIVERSITY
Virginia Beach, Va.
CFP Board-registered programs: M.A. in law with a wealth management and financial planning concentration
Enrollment: 14
Faculty: 11
Student-to-faculty ratio: Approximately 10:1
Tuition: $650 per credit; $19,500 for entire 30-credit degree program
FPA Student Chapter: None
Overview: The new program is run out of the law school. Because it is a Christian university, students are trained from a “biblical perspective,” according to assistant director of legal research and writing Janis Kirkland.
RHODE ISLAND COLLEGE
Providence, R.I.
CFP Board-registered programs: Master’s of professional accountancy
Enrollment: 30
Faculty: 4 full-time, 3 adjunct
Student-to-faculty ratio: 8:1
Tuition: $394 per credit, $1,182 per course plus $74 registration fee per semester for Rhode Island residents; $746 per credit, $2,238 per course plus $74 registration fee per semester for nonresidents
FPA Student Chapter: Yes
Overview: All classes are taught on campus by experts in their respective fields, according to program director Lisa Church. More students are following up the program with a CFP exam than ever. For some students, the MPAc allows them to satisfy Rhode Island’s 150-hour educational requirement to obtain certification as a CPA.
ST. JOSEPH’S UNIVERSITY
Philadelphia
CFP Board-registered programs: B.S. in financial planning, M.S. in financial services
Enrollment: 7 students graduated from the program in 2016; 75 from the M.S. program
Faculty: N/A
Student-to-faculty ratio: 14:1 university-wide
Tuition: $43,020 per year for undergraduates; $1,003 per credit for master’s students (30 credits are required for the master’s degree)
FPA Student Chapter: None
Overview: Students can join various student groups, including the Financial Services Alumni Affinity and Financial Planning & Wealth Management Society Alumni Affinity Group.
SALISBURY UNIVERSITY
Salisbury, Md.
CFP Board-registered programs: B.S.B.A. in finance with financial planning track
Enrollment: 34
Faculty: 6 full-time, 3 adjunct
Student-to-faculty ratio: 16:1 university-wide
Tuition: $9,364 per year for Maryland residents; $17,776 per year for nonresidents
FPA Student Chapter: None
Overview: Graduates of the program have found it relatively easy to find first jobs after graduation, according to finance professor Tylor Clagget.
SAN DIEGO STATE UNIVERSITY
San Diego, Calif.
CFP Board-registered programs: B.S.B.A. with certificate in personal financial planning, M.B.A. with concentration in financial planning and tax planning
Enrollment: 125
Faculty: 15
Student-to-faculty ratio: 7:4
Tuition: $3,542 per semester for California undergraduate residents, $9,122 per semester for undergraduate nonresidents; $7,223 per semester for California graduate residents, $11,687 per semester for graduate nonresidents
FPA Student Chapter: None
Overview: All financial planning programs are fully integrated into the school’s business school curriculum, according to longtime program director Tom Warschauer. A new “sales lab” allows students to record and evaluate client presentation techniques using video recordings and feedback from peers and instructors.
SHEPHERD UNIVERSITY
Shepherdstown, W.Va.
CFP Board-registered programs: B.S. with major in business administration and an additional concentration in financial planning
Enrollment: 20
Faculty: 5
Student-to-faculty ratio: 12:1
Tuition: $278 per credit hour for West Virginia residents; $687 per credit hour for nonresidents; 21 hours required to meet financial planning concentration requirements out of a total of 48 to 54 hours for the major
FPA Student Chapter: Yes
Overview: The program is supported by an advisory board of financial professionals through the Rural Financial Planning Project, an initiative that seeks to improve rural Americans’ financial literacy. The board provides tuition assistance, mentorship, internship and career employment opportunities for students, according to assistant professor Nicolas Pologeorgis.
SHIPPENSBURG UNIVERSITY
Shippensburg, Pa.
CFP Board-registered programs: B.S.B.A. with a concentration in personal financial planning
Enrollment: 40
Faculty: 3 full-time
Student-to-faculty ratio: 20:1
Tuition: $7,252 per year for Pennsylvania residents; $19,106 per year for nonresidents
FPA Student Chapter: None
Overview: The program covers the basic elements of personal financial planning, from cash flow and budgeting analysis to income tax and estate planning, according to associate professor Fan Liu.
SOUTHERN ARKANSAS UNIVERSITY
Magnolia, Ark.
CFP Board-registered programs: B.B.A. in financial planning
Enrollment: 50
Faculty: 10:1
Student-to-faculty ratio: 7:4
Tuition: $3,345 per 15 hours for Arkansas residents; $5,175 per 15 hours for nonresidents
FPA Student Chapter: None
Overview: Topics covered by the curriculum include accounting, insurance, estate planning, business communications and retirement planning.
STEPHEN F. AUSTIN STATE UNIVERSITY
Nacogdoches, Texas
CFP Board-registered programs: B.B.A. in finance
Enrollment: 10
Faculty: 3 full-time
Student-to-faculty ratio: 3:1
Tuition: $9,538 per year for Texas residents; $21,238 per year for nonresidents
FPA Student Chapter: None
Overview: The financial planning program is intentionally placed in the business school to offer students a more holistic approach, according to professor Banker Phares. The program emphasizes a need to treat clients like family members instead of just customers. A new component will be added to one of the courses to address the new Department of Labor fiduciary rule.
SUFFOLK UNIVERSITY
Boston
CFP Board-registered programs: B.S.B.A. in finance with financial planning track
Enrollment: 5
Faculty: 3 full-time, 5 adjunct
Student-to-faculty ratio: 15:1
Tuition: $46,000 per year
FPA Student Chapter: None
Overview: Now under new leadership, the program is to be restructured.
TEMPLE UNIVERSITY
Philadelphia
CFP Board-registered programs: B.B.A. in financial planning
Enrollment: 45
Faculty: 5
Student-to-faculty ratio: 9:1
Tuition: $19,400 per year for Pennsylvania residents; $33,000 per year for nonresidents
FPA Student Chapter: Yes, starting in the fall of 2016
Overview: Founded last fall, this interdisciplinary program is taught in the Fox Business School. Temple University will also reimburse graduating students 100% of the costs of sitting and passing the CFP Board exams, according to program director Cindy Axelrod. Those who do not pass will receive a 25% reimbursement.
TEXAS A&M UNIVERSITY
College Station, Texas
CFP Board-registered programs: Undergraduate minor in financial planning
Enrollment: 60
Faculty: 2 full-time, 4 adjunct
Student-to-faculty ratio: 17:1
Tuition: $4,941 per semester for Texas residents; $14,238 per semester for nonresidents
FPA Student Chapter: Yes
Overview: The program centers on holistic values-based financial planning, with a focus on the integration of digital technology. Courses are taught by both academic professors and planning professionals.
TEXAS TECH UNIVERSITY
Lubbock, Texas
CFP Board-registered programs: Ten programs, ranging from undergraduate to Ph.D., including minors and dual graduate degrees in planning and business or law. An accelerated bachelor’s-to-master’s program allows students to earn both degrees in five years.
Enrollment: 270
Faculty: 12 tenure/tenure-track faculty, 1 professor of practice, 1 adjunct
Student-to-faculty ratio: 22:1
Tuition: $10,622 per year for Texas undergraduate residents, $22,862 per year for undergraduate nonresidents; $8,486 per year for Texas graduate residents, $16,646 per year for graduate nonresidents
FPA Student Chapter: Yes
Overview: Graduates have experienced a job placement rate exceeding 90% over the past 10 years, often with multiple offers. The financial planning department hosts an annual Opportunity Days event at which planning firms from across the country visit the campus for three days to interview students for internships and jobs.
UNIVERSITY OF AKRON
Akron, Ohio
CFP Board-registered programs: B.B.A. in finance with a financial planning track, dual-degree program with B.B.A. in financial planning and B.S. in accounting
Enrollment: 65 majors in financial planning programs
Faculty: 8 full-time, 4 adjunct
Student-to-faculty ratio: 21:1 in undergraduate programs
Tuition: Varies based on credit hours
FPA Student Chapter: Yes
Overview: The financial planning degree program consists of seven courses and a capstone. A team representing the school won the Financial Planning Challenge at the 2014 annual FPA BE Conference in Seattle, and placed second overall at the 2015 conference in Boston.
UNIVERSITY OF ALABAMA
Tuscaloosa, Ala.
CFP Board-registered programs: B.S. in commerce and business administration with concentration in wealth management; B.S.B.A. with major in finance and concentration in personal financial management; M.S. in human environmental sciences with concentration in family financial planning and counseling
Enrollment: 80 undergraduate and 40 graduate students in financial planning programs
Faculty: 8 full-time, 6 adjunct
Student-to-faculty ratio: Lower-level classes capped at 20 to 35 students; upper level classes at 10 to 20 students
Tuition: $5,085 per year for Alabama residents, undergraduate and graduate; $12,975 for nonresidents, undergraduate and graduate. Special pricing of $339 per undergraduate credit hour and $360 per graduate credit hour for distance students. Full-time undergraduate students take a minimum of 12 credits per semester, while full-time graduate students take a minimum of 9 credits.
FPA Student Chapter: Yes
Overview: The financial planning program in the College of Human Environmental Sciences has a career placement rate of over 90%, with many students receiving offers before graduation.
UNIVERSITY OF DELAWARE
Newark, Del.
CFP Board-registered programs: B.S. in financial planning, M.S. in finance
Enrollment: 49
Faculty: 10 full-time, 2 adjunct
Student-to-faculty ratio: 34:1 in the Lerner College of Business. Average class size in financial planning core courses is 20.
Tuition: $11,230 per year for Delaware residents; $30,130 per year for nonresidents
FPA Student Chapter: In process
Overview: The program is housed in the department of finance of the AACSB-accredited Lerner College of Business. A trust management minor will become available in 2017.
UNIVERSITY OF HOUSTON
Houston
CFP Board-registered programs: B.B.A. in finance with personal financial planning track
Enrollment: 30
Faculty: 5 full-time, 5 adjunct
Student-to-faculty ratio: 3:1
Tuition: $10,664 per year for Texas residents; $25,364 per year for nonresidents
FPA Student Chapter: None
Overview: Students are given the opportunity to volunteer to provide financial literacy on campus and in the greater Houston community. As one of the most diverse campuses in the country and a Hispanic-Serving Institution, students are frequently targeted by companies in the financial planning and advising industry, according to program director John C. Lopez.
UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN
Urbana, Ill.
CFP Board-registered programs: B.S. in agricultural and consumer economics
Enrollment: 102
Faculty: 35 in the department of agricultural and consumer economics
Student-to-faculty ratio: 18:1 department-wide
Tuition: $13,666 per year
FPA Student Chapter: Yes
Overview: A student club provides professional interactions between students and professionals. Students attend a conference in Chicago each fall, a spring hiring conference on campus and specialty programs focusing on such topics as women in financial planning.
UNIVERSITY OF MINNESOTA, DULUTH
Duluth, Minn.
CFP Board-registered programs: B.B.A. in financial planning, financial planning minor
Enrollment: 18
Faculty: 4 full-time, 3 part-time
Student-to-faculty ratio: 20:1
Tuition: $457.54 per credit for Minnesota residents; $609,47 per credit for nonresidents. Tuition banding is available above 13 credits.
FPA Student Chapter: Yes
Overview: The school boasts an almost 100% job placement rate, with most students receiving offers before finishing their capstones, according to program director Hugo Hietapelto. A team representing the program will compete for the first time at the FPA’s National Financial Planning Challenge.
UNIVERSITY OF MISSOURI
Columbia, Mo.
CFP Board-registered programs: B.S. in personal financial planning, M.S. in financial planning (resident and online), resident Ph.D.
Enrollment: 114 undergraduate majors, 42 master’s students, 6 doctoral students
Faculty: 5 full-time, 3 adjunct
Student-to-faculty ratio: 23:1 for undergraduate majors
Tuition: $276.20 per credit hour for Missouri undergraduate residents, $545.80 per credit hour for undergraduate nonresidents; $352.60 per credit hour for Missouri graduate residents, $612.90 per credit hour for graduate nonresidents; $545 per credit hour online
FPA Student Chapter: Yes
Overview: Every spring semester, resident undergraduate students help complete tax returns for individuals and families on campus and in the community. After a selective and competitive process, peer mentors are given the opportunity to provide financial education and work one-on-one with clients in the school’s Office for Financial Success on campus, and in the community through the Family Impact Center.
UNIVERSITY OF MISSOURI -
ST. LOUIS
St. Louis
CFP Board-registered programs: B.S.B.A. in personal financial planning
Enrollment: 67
Faculty: 4 full-time, 3 adjunct
Student-to-faculty ratio: Average class size of 21
Tuition: $335.50 per credit hour for Missouri residents, $850.40 per credit hour for nonresidents
FPA Student Chapter: Yes
Overview: UM St. Louis’ business school boasts the largest internship program in the region, according to financial planning and counselling program director Thomas Eyssell. Each year the program sends a team of finance students to the Industry Issues Competition held by the Society of Financial Services Professionals.
UNIVERSITY OF NEBRASKA - LINCOLN
Lincoln, Neb.
CFP Board-registered programs: Online M.S. in child, youth and family studies with a specialization in family financial planning
Enrollment: 25
Faculty: 1 adjunct
Student-to-faculty ratio: 20:1
Tuition: $545 per credit hour
FPA Student Chapter: None
Overview: The online program is taught through a consortium of Great Plains universities.
UNIVERSITY OF NORTH FLORIDA
Jacksonville, Fla.
CFP Board-registered programs: B.B.A. in financial services
Enrollment: Approximately 85
Faculty: 5 full-time/tenure track, 4 adjunct
Student-to-faculty ratio: 20:1
Tuition: For the 2015-2016 academic year: $6,394 per semester for Florida residents; $20,112 per semester for nonresidents
FPA Student Chapter: Yes
Overview: The program hosts a Financial Services Career Day each fall semester. Students are actively involved with the financial planning community, according to professor Oliver Schnusenberg. Typically, several students are given the opportunity to attend the FPA-BE conference.
UNIVERSITY OF NORTH TEXAS
Denton, Texas
CFP Board-registered programs: B.B.A. in risk insurance and financial services, financial planning track
Enrollment: Approximately 15 to 20 each year
Faculty: 2 full-time, 2 adjunct
Student-to-faculty ratio: Approximately 20:1
Tuition: $5,260 for 15 credit hours for Texas residents; $11,380 for 15 credit hours for nonresidents; $6,010 for 15 credit hours for Oklahoma residents
FPA Student Chapter: None
Overview: The program has recently partnered with the local FPA chapter and has forged strong ties with TD Ameritrade, receiving the $50,000 TD Ameritrade NextGen grant in 2015. A partnership with the university’s Student Money Management Center provides students with internship and other experiential learning opportunities.
UNIVERSITY OF THE
INCARNATE WORD
San Antonio
CFP Board-registered programs: B.B.A. in finance with a financial planning track
Enrollment: 80
Faculty: 3 full-time, 3 adjunct
Student-to-faculty ratio: 22:1
Tuition: $27,000 per year
FPA Student Chapter: None
Overview: Students are drawn to the program’s small class sizes and state-of-the-art finance lab, according to program director Alicia Rodriguez de Rubio. Additionally, students are actively involved in the university’s business club, and are encouraged to participate in an annual FPA Symposium held on campus.
UNIVERSITY OF UTAH
Salt Lake City
CFP Board-registered programs: B.S. in consumer and community studies, emphasis in financial planning
Enrollment: Approximately 70
Faculty: 8
Student-to-faculty ratio: 9:1
Tuition: For-credit tuition for 18 credits (resident, undergraduate and upper-division) is between $6,500 and $7,200 based on a three- or four-semester program of study.
FPA Student Chapter: Yes
Overview: This is the only CFB Board-certified program in the Salt Lake Valley. The university is building a certificate program to meet increased interest in the financial planning profession in the region.
UNIVERSITY OF WISCONSIN-MADISON
Madison, Wis.
CFP Board-registered programs: B.B.A. in finance with a wealth management and financial planning track through the Wisconsin School of Business
Enrollment: Approximately 60
Faculty: 126 full-time, approximately 83 lecturers in the Wisconsin School of Business
Student-to-faculty ratio: 17:1
Tuition: $11,416 per year for Wisconsin residents; $30,666 per year for nonresidents
FPA Student Chapter: None
Overview: Students participate in a sequence of courses that prepares them to take the CFP exam during their senior year of study.
UTAH VALLEY UNIVERSITY
Orem, Utah
CFP Board-registered programs: B.S. in personal financial planning
Enrollment: 354
Faculty: 7 full-time, 1 executive-in-residence
Student-to-faculty ratio: N/A
Tuition: $5,530 per year for Utah residents; $15,690 per year for nonresidents
FPA Student Chapter: Yes
Overview: The program is the largest undergraduate financial planning program in the country, according to associate professor Luke Dean. The curriculum includes training in industry technology and software, financial counseling and professional sales. Students have the opportunity to take supplementary coursework in accounting, sales and entrepreneurship and to work toward obtaining their CFA certification.
VIRGINIA COMMONWEALTH UNIVERSITY
Richmond, Va.
CFP Board-registered programs: B.S. in finance with a concentration in financial planning
Enrollment: 25
Faculty: 6 full-time
Student-to-faculty ratio: 17:1 for undergraduates
Tuition: $12,772 per year for Virginia residents; $30,838 per year for nonresidents
FPA Student Chapter: Yes
Overview: A new peer-to-peer financial education and counseling program called the Money Spot at VCU will officially launch in fall 2016, providing a paid internship opportunity for many students, according to program director John McFarland. Trained student money coaches will help other students better understand subjects such as credit- and student-loan management, as well as budgeting.
VIRGINIA TECH
Blacksburg, Va.
CFP Board-registered programs: B.S. in finance with a concentration in financial planning
Enrollment: 200
Faculty: 4 full-time, 1 adjunct
Student-to-faculty ratio: 45:1
Tuition: $12,850 per year for Virginia residents; $29,975 per year for nonresidents
FPA Student Chapter: Yes
Overview: Engagement with professional organizations and firms outside the classroom can lead students to travel to conferences and other off-campus settings for career development, according to program director Ruth Lytton.
WESTERN MICHIGAN UNIVERSITY
Kalamazoo, Mich.
CFP Board-registered programs: B.B.A. with a major in personal financial planning
Enrollment: 25 enrolled in major group
Faculty: 15 full-time, 10 part-time
Student-to-faculty ratio: 16:1
Tuition: Undergraduate flat rate (12 to 15 credits) tuition of $5,053 for lower level courses and $6,228 for upper level courses for Michigan residents; undergraduate flat rate (12 to 15 credits) tuition of $12,395 for lower level courses and $14,448 for upper level courses for nonresidents
FPA Student Chapter: None
Overview: In one course requirement, students manage a portfolio of $1 million under the direction of an experienced money manager. The Financial Services Club organizes trips to financial institutions and companies in Chicago, and invites speakers from various sectors of the industry.
WESTERN KENTUCKY UNIVERSITY
Bowling Green, Ky.
CFP Board-registered programs: B.S. in finance with financial planning track
Enrollment: Estimated 120 students in financial planning programs
Faculty: 7 full-time
Student-to-faculty ratio: 17:1
Tuition: $9,912 per year for Kentucky residents; $24,792 per year for nonresidents
FPA Student Chapter: Yes
Overview: The program is home to the WKU Center for Financial Success, which actively engages students in pro-bono consulting work with peers and refugee populations.
WIDENER UNIVERSITY
Chester, Pa.
CFP Board-registered programs: B.A. in economics with financial planning track, B.S. in finance with financial planning track, master’s in taxation and financial planning
Enrollment: 75
Faculty: 5 full-time, 10 adjunct
Student-to-faculty ratio: 12:1
Tuition: $42,034 per year
FPA Student Chapter: None
Overview: Both the B.A. in economics and the B.S. in finance qualifies students to sit for the CFP exam at the end of the program. Finance majors can gain real world experience by joining the on-campus Money Club and by running the student-managed investment fund. Widener has successfully placed 100% of its finance graduates in jobs after graduation.
WILLIAM PATERSON UNIVERSITY
Wayne, N.J.
CFP Board-registered programs: B.S. in financial planning
Enrollment: 90
Faculty: 2 full-time, 4 adjunct
Student-to-faculty ratio: 14:1
Tuition: $12,573 per year for New Jersey residents; $20,466 per year for nonresidents
FPA Student Chapter: Yes
Overview: In just five years of existence, the program has landed in the top three in several competitions, including twice at the FPA’s National Financial Planning Challenge. Dual degrees are available; one of the fastest growing niches at the school is a dual degree in financial planning and accounting.
WINSTON-SALEM STATE UNIVERSITY
Winston-Salem, N.C.
CFP Board-registered programs: B.S. in finance with a focus in personal financial planning
Enrollment: 20 majors
Faculty: 3 full-time
Student-to-faculty ratio: Approximately 10-12:1
Tuition: $8,026.16 per year for North Carolina residents; $18,137.16 per year for nonresidents
FPA Student Chapter: None
Overview: Students are given the opportunity to prepare comprehensive financial plans using professional planning software (currently MoneyGuidePro). Students participate in weekly Investment Club meetings, where they are responsible for managing the Ram Asset Management Fund, the university’s student-managed fund.
WINTHROP UNIVERSITY
Rock Hill, S.C.
CFP Board-registered programs: B.S.B.A. in finance with a financial planning track
Enrollment: 40
Faculty: 2 full-time; 1 part-time
Student-to-faculty ratio: 13:1
Tuition: $605 per credit hour for South Carolina residents; $1,170 per credit hour for nonresidents
FPA Student Chapter: Yes
Overview: Students have access to a state-of-the-art trading lab with Bloomberg terminals.
WRIGHT STATE UNIVERSITY
Dayton, Ohio
CFP Board-registered programs: B.S. in financial services
Enrollment: 35
Faculty: 6
Student-to-faculty ratio: 20:1 for core courses
Tuition: $4,365 per semester
FPA Student Chapter: None
Overview: The FPA of Southwestern Ohio holds its meetings in conjunction with the Raj Soin College of Business Finance Club. The Club students take two trips to Chicago and New York each year. The program has a CFP exam pass rate of 66.67%, according to department chairwoman Marlena Akhbari.
