Financial Planning Major

Turn your interest in money, markets and strategy into a career that makes a real difference.

A degree in Financial Planning prepares you to become a trusted financial professional with the knowledge, hands-on experience and industry credentials to help people build strong financial futures. 

Whether clients are saving for college, investing for the long-term, protecting family wealth or planning for retirement, financial planners play a meaningful role in some of life's biggest decisions. At Towson University, you'll learn how to bring clarity, confidence and strategy to those decisions. 

As a CFP Board Registered Program, our curriculum satisfies the education requirement to sit for the CFP Certification Examination, one of the most respected credentials in the financial planning profession. 

Why Study Financial Planning at TU?

The demand for professionals in wealth management and financial planning continues to grow, and this program is designed to help you graduate career-ready. You will build the knowledge and skills needed for roles such as personal financial planner, investment advisor and wealth management specialist. 

Throughout the program, you'll learn how to:

  • Build comprehensive financial plans
  • Develop investment strategies
  • Plan for retirement
  • Navigate estate planning
  • Help clients reach long-term financial goals

Earn valuable industry certifications

Stand out to employers by graduating with experience in the tools and certifications used by financial advisors, wealth managers and investment professionals around the world, including eMoney Advisor Certification and Bloomberg Market Concepts Certification.

Finance students take courses in the T. Rowe Price Finance Lab and regularly use Bloomberg terminal technology, the global standard for financial data service, giving you a competitive edge in the job market.

internships with leading financial firms

Every financial planning student graduates with at least one internship experience. Students have interned with globally-recognized firms such as Prudential, Morgan Stanley, Northwestern Mutual and T. Rowe Price, as well as regional and independent wealth management firms throughout the region. 

Our strong relationships with employers allows firms to regularly recruit our students for internships and full-time positions. 

Admission Requirements

Financial planning is a screened major. Students are admitted to the financial planning major only after successfully completing a set of required courses with a C or higher in each of those courses and an overall TU GPA of 2.0 or higher. See all admission requirements.

Degree Requirements & Course Descriptions

View degree requirements and course descriptions for the financial planning major in the Undergraduate Catalog.

Plan of Study

See the suggested four-year plan of study for the current catalog year.