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Personal Financial Planning

Mission and Vision Statement

The mission of the Department of Personal Financial Planning is to educate students to the highest standards of excellence; foster intellectual, ethical, and personal development; and generate the highest quality of meaningful research.

The Department will excel as the national leader in higher education in personal financial planning, manifesting excellence, inspiring confidence, and engaging the financial planning profession and society at large.

The Department of Personal Financial Planning will:

Undergraduate and graduate degree programs in personal financial planning are registered by the Certified Financial Planner Board of Standards, Inc. (CFP Board). The term CFP® professional identifies a financial planning professional who has met educational standards, passed the CFP® certification examination, satisfied a work experience requirement, and agreed to the CFP Board's Code of Ethics and Professional Responsibility. The terms CFP® professional and CERTIFIED FINANCIAL PLANNER™ represent the most respected professional certification in the financial services industry.