Undergraduate degree programs

Financial planning
Business degree

Financial planning

Financial planning is a rapidly evolving field, and career demand is continuing to rise. As a student seeking a W. P. Carey business degree in financial planning, you should expect to learn from leading professors about essential skills associated with finance, taxes, portfolio management, insurance, and estate planning.

Financial planning degree courses

The business degree in financial planning provides you with the tools and expertise to work as a personal financial planner. The program highlights ways to stand out in the industry and ensures students graduate with the ability to solve complex problems for their clients, including courses like:

  • Business Law and Ethics for Managers
  • Estate Planning Strategies
  • Fundamentals of Finance
  • Global Supply Operations
  • Organization and Management Leadership
  • Personal Financial Cases and Modeling
  • Personal Financial Management
  • Personal Insurance Planning
  • Personal Portfolio Management
  • Personal Tax Management and Planning
  • Problem Solving and Actionable Analytics
  • Uses of Accounting Information

Customize your experience 

Maximize your degree in financial planning — and your college experience — through specialized initiatives offered by faculty in the W. P. Carey Department of Finance:

  • Pursue a finance internship to immerse yourself in your area of interest and gain real-world experience
  • Work with a finance advisor for help understanding degree requirements and developing actionable ways to achieve success
  • Join the Financial Management Association — just one of the 35+ business clubs and organizations where you can learn more about working in your industry

Careers in financial planning

The emerging need for financial planners and advisors is a definite upside for students looking to start a career in the field. Employment for personal financial advisors is forecasted to grow 15 percent from 2016 to 2026, much faster than average for other occupations. Career examples are not restricted to the following list.

The BA Business (Financial Planning) fulfills the educational requirements for students to sit for the Certified Financial Planner certification exam. Because professional licensure and certification requirements vary by state and by profession, we recommend that current and prospective students visit the professional licensure website https://asuonline.asu.edu/about-us/licensure/ to verify what state and national requirements are met by your program. If you have specific questions, please contact your program director or degree coordinator.

Career Growth* Median Salary*

*Data obtained from the Occupational Information network (O*NET) under sponsorship of the U.S. Department of Labor/Employment and Training Administration (USDOL/ETA).

  •  Bright Outlook
  •  Green Occupation
Bank Branch Manager 18.7% $125,080
Certified Financial Planner (CFP)   14.9% $90,640
Community Life Director 14.6% $37,450
Credit Counselor 13.8% $44,710
Financial Aid Counselor 13.8% $44,710
Financial Manager 18.7% $125,080
Financial Specialist 6.2% $63,780

What is a major map? 

A major map outlines a major’s critical requirements, elective and required courses, and optimal course sequencing to help you stay on the right track to graduation.

Explore major map

Application requirements 

All students are required to meet general university and W. P. Carey admission requirements.

First-year student | Transfer | International | Readmission

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