Financial Planning and Services Major

Description: A program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. Includes instruction in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

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Financial Planning and Services Major

What Courses Do Financial Planning and Services Majors Take?

The required and elective courses you would take for Financial Planning and Services majors vary considerably among institutions. Courses are listed here that are illustrative of the breadth of topics you are likely to experience were you to major in this field.

  • Accounting
  • Auditing
  • Derivatives
  • Economics
  • Finance
  • International Banking
  • Investment Management
  • Taxation

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