{"id":16681,"date":"2025-03-12T15:22:00","date_gmt":"2025-03-12T20:22:00","guid":{"rendered":"https:\/\/uwm.edu\/business\/?post_type=program&#038;p=16681"},"modified":"2026-04-15T15:09:25","modified_gmt":"2026-04-15T20:09:25","slug":"financial-planning","status":"publish","type":"program","link":"https:\/\/uwm.edu\/business\/academic-programs\/financial-planning\/","title":{"rendered":"Financial Planning"},"content":{"rendered":"\n\n<div id=\"primary\" class=\"content-area\">\n\t<div id=\"main\" class=\"site-main\">\n\t\t\n\n<section id=\"program-intro\" class=\"uwm-u-pt-80 uwm-u-pb-40\">\n    <div class=\"uwm-l-container--base\">\n        \n\n<div class=\"uwm-l-row\">\n<div id=\"intro-main\" class=\"uwm-l-col\">\n<header class=\"page-header\">\n    <h1 class=\"entry-title heading-separator\">\n        Financial Planning                    <div class=\"program-degree size-h3 uwm-u-mt-20\">Undergraduate Certificate<\/div>\n            <\/h1>\n<\/header>\n  \n\n\n\n\n<p class=\"lead-in\"><strong>Make a difference for others with your career.<\/strong><\/p>\n\n\n\n<p class=\"lead-in\">Lubar\u2019s new Undergraduate Certificate in Financial Planning prepares you to become a financial advisor. Financial planning involves looking at a client&#8217;s entire financial picture and advising them on how to achieve their short- and long-term financial goals. As a financial planner, you&#8217;ll establish meaningful relationships with clients and guide them through life&#8217;s milestones. * <\/p>\n\n\n\n<p class=\"size-p-md\">*<em>CFP Board<\/em><\/p>\n\n\n    <div id=\"program-details-jump\">\n        <a class=\"uwm-c-button uwm-c-button--s\" href=\"#program-details\" rel=\"\">Jump to Program Details <i class=\"uwm-u-pl-10 fa-solid fa-arrow-down\"><\/i><\/a>\n    <\/div>\n\n    \n\n\n    <div class=\"uwm-l-row uwm-u-mt-50\">\n                    <div class=\"uwm-l-col\">\n                <h2 class=\"size-h6 uwm-u-my-10 uwm-u-pt-10 uwm-u-border--top\">Program Type<\/h2>\n                <p class=\"size-h4 uwm-u-mt-0\">\n                    <strong>Undergraduate Certificate<\/strong>\n                <\/p>\n            <\/div>\n        \n                    <div class=\"uwm-l-col uwm-l-offset--2\">\n                <h2 class=\"size-h6 uwm-u-my-10 uwm-u-pt-10 uwm-u-border--top\">Program Format<\/h2>\n                <p class=\"size-h4 uwm-u-mt-0\">\n                    <strong>On Campus<\/strong>\n                <\/p>\n            <\/div>\n            <\/div>\n\n<\/div>\n\n\n\n<div id=\"intro-sidebar\" class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\">\n\n        <div class=\"uwm-mini-rfi uwm-p-card uwm-p-card--gold uwm-p-card--shadow\">\n            <div class=\"uwm-p-card--body\">\n                <div class=\"uwm-p-card--content\">\n                    <div class=\"uwm-p-card--title\">Request Information<\/div>\n                    <div id='form_b4764af0-e19b-450c-8be2-6a52b5d60ced'>Loading&#8230;<\/div>                <\/div>\n            <\/div>\n        <\/div>\n        \n\n<div class=\"uwm-u-flex uwm-u-flex--wrap uwm-u-flex--left uwm-u-mt-40\">\n<a class=\"uwm-c-button uwm-c-button--outline uwm-u-mr-20 uwm-u-mb-20\" href=\"https:\/\/uwm.edu\/apply\" rel=\"\">Apply Now<\/a>\n\n\n\n<a class=\"uwm-c-button uwm-c-button--outline uwm-u-mr-20 uwm-u-mb-20\" href=\"https:\/\/uwm.edu\/cost-aid\" rel=\"\">Cost<\/a>\n<\/div>\n\n<script async='async' src='https:\/\/admissions.uwm.edu\/register\/?id=b4764af0-e19b-450c-8be2-6a52b5d60ced&amp;output=embed&amp;div=form_b4764af0-e19b-450c-8be2-6a52b5d60ced'>\/**\/<\/script>\n\n<\/div>\n<\/div>\n\n    <\/div>\n<\/section>\n\n\n\n\n<div class=\"uwm-l-container--base\"><hr class=\"uwm-c-hr--thick uwm-u-m-0\" \/><\/div>\n  \n\n\n\n<section id=\"program-details\" class=\"uwm-u-py-80\">\n    <div class=\"uwm-l-container--base\">\n        \n\n<div class=\"uwm-l-row\">\n<div id=\"details-main\" class=\"uwm-l-col\">\n\n<div class=\"uwm-p-tabs\" data-tabs-prefix-class=\"uwm-p-tabs\"><ul class=\"uwm-p-tablist\" data-hx=\"h2\"><li class=\"uwm-p-tablist--item\"><a href=\"#tab-bod8-about\" class=\"uwm-p-tablist--link\">About<\/a><\/li><li class=\"uwm-p-tablist--item\"><a href=\"#tab-bod8-curriculum\" class=\"uwm-p-tablist--link\">Curriculum<\/a><\/li><li class=\"uwm-p-tablist--item\"><a href=\"#tab-bod8-career\" class=\"uwm-p-tablist--link\">Career<\/a><\/li><li class=\"uwm-p-tablist--item\"><a href=\"#tab-bod8-eligibility-applying\" class=\"uwm-p-tablist--link\">Eligibility &amp; Applying<\/a><\/li><\/ul><div class=\"uwm-p-tabcontent\">\n<div id=\"tab-bod8-about\" class=\"uwm-p-tabcontent--pane\">\n<p>The certificate in Financial Planning will provide coursework in all the Principal Knowledge Domain and Topics of the CFP exam, which covers general principles of financial planning, investments, risk and insurance, taxes and estate planning, rules, ethics, and psychology in financial planning, as well as additional topics.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-choose-financial-planning\">Why choose Financial Planning?<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Purpose &amp; Impact &#8211; Help clients achieve life goals while building lifelong relationships.<\/li>\n\n\n\n<li>Work-Life Balance  &#8211; Enjoy flexibility with opportunity to manage career and personal goals.<\/li>\n\n\n\n<li>High Earnings Potential &#8211; Median $185,000\/year; CFP\u00ae professionals earn 13% more. * <em>*CFP Board<\/em><\/li>\n\n\n\n<li>Strong Career Demand &#8211; 10% job growth through 2034; shortage of 100,000+ advisors. * <em>*CFP Board<\/em><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-choose-the-lubar-college-program\">Why Choose the Lubar College program?<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dedicated Faculty Director<\/li>\n\n\n\n<li>Coming in Fall 2026 &#8211; Financial Planning lab in Lubar Hall<\/li>\n\n\n\n<li>Experiential learning<\/li>\n<\/ul>\n\n\n\n<p><em><strong>You may also be interested in:<\/strong><\/em><br><a href=\"https:\/\/uwm.edu\/business\/academic-programs\/information-technology-management\/\">BBA &#8211; Finance<\/a><br><a href=\"https:\/\/uwm.edu\/business\/research\/centers-initiatives\/investment-management-certificate-program\/\">Investment Management Certificate<\/a><br><a href=\"https:\/\/uwm.edu\/business\/academic-programs\/information-technology-management-ms\/\">MS &#8211; Finance Analysis<\/a><br><\/p>\n<\/div>\n\n\n\n<div id=\"tab-bod8-curriculum\" class=\"uwm-p-tabcontent--pane\">\n<h2 class=\"wp-block-heading\" id=\"h-financial-planning-certificate-21-credits\">Financial Planning Certificate (21 credits)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-required-courses\">Required Courses:<\/h3>\n\n\n\n<p>ACT SCI 290 Introduction to Actuarial Science<br>BUS ADM 305 Personal Investing and Financial Planning<br>BUS ADM 306 Personal Tax and Estate Planning<br>BUS ADM 350 Principles of Finance*<br>BUS ADM 352 Fundamentals of Working with Clients, Professional Conduct, and Regulations<br>BUS ADM 452 Applied Portfolio Management<br>BUS ADM 488 CFP Capstone: Financial Plan Development<br><br><em>* A student can complete BUS&nbsp;ADM&nbsp;350 as a sophomore even though it is an upper-level (300) course. Students must earn a C or better in BUS&nbsp;ADM&nbsp;350 to enroll in BUS&nbsp;ADM&nbsp;452. Accounting majors complete BUS&nbsp;ADM&nbsp;301 Intermediate Accounting with a B or better. BUS&nbsp;ADM&nbsp;301 is a 4-credit course, so the certificate for accounting majors is 22 credits.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-you-ll-learn\">What You&#8217;ll Learn:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Financial planning fundamentals<\/li>\n\n\n\n<li>Retirement income planning<\/li>\n\n\n\n<li>Investment planning<\/li>\n\n\n\n<li>Risk and insurance planning<\/li>\n\n\n\n<li>Tax and estate planning<\/li>\n\n\n\n<li>Behavioral finance<\/li>\n\n\n\n<li>Ethics and regulation<\/li>\n<\/ul>\n\n\n\n<figure class=\"uwm-c-table uwm-c-table--stripe\"><table class=\"has-fixed-layout\"><thead><tr><th>Semester 1<\/th><th>Semester 2<\/th><\/tr><\/thead><tbody><tr><td>ACTSCI 290 Introduction to Actuarial Science<\/td><td>BUS ADM 306 Personal Tax and Estate Planning<\/td><\/tr><tr><td>BUS ADM 305 Personal Investing and Financial Planning<\/td><td>Bus Adm 452 Applied Portfolio Management<\/td><\/tr><tr><td>BUS ADM 350 Principles of Finance<sup>1<\/sup><\/td><td>BUS ADM 488: Financial Plan Development (CFP Capstone)<sup>2<\/sup><\/td><\/tr><tr><td>BUS ADM 352 Fundamentals of Working with Clients, Professional Conduct, and Regulations<\/td><td><\/td><\/tr><\/tbody><tfoot><tr><td><sup>1<\/sup> Accounting majors complete BUS ADM 301 Intermediate Accounting.<\/td><td><sup>2<\/sup> BUS ADM 488 may also be completed after all other courses as it is a capstone experiential class using knowledge learned from prior certificate courses.<\/td><\/tr><\/tfoot><\/table><\/figure>\n<\/div>\n\n\n\n<div id=\"tab-bod8-career\" class=\"uwm-p-tabcontent--pane\">\n<p class=\"size-p-lg\">Financial planning offers diverse career opportunities, allowing you to help individuals and families build, manage, and protect their financial futures.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Associate Advisor<\/strong> &#8211; Supports advisors by preparing financial plans and client materials.<\/li>\n\n\n\n<li><strong>Personal Financial Planner<\/strong> &#8211; Develops comprehensive financial plans for clients.<\/li>\n\n\n\n<li><strong>Client Services Advisor<\/strong> &#8211; Assists with plan implementation and client follow-up.<\/li>\n\n\n\n<li><strong>Wealth Management Advisor<\/strong> &#8211; Works with high-net-worth clients on investment strategies.<\/li>\n\n\n\n<li><strong>Financial Analyst<\/strong> &#8211; Conducts research and analysis on investments and financial strategies.<\/li>\n\n\n\n<li><strong>Insurance Officer<\/strong> &#8211; Protecting wealth of clients through advising on insurance products.<\/li>\n\n\n\n<li><strong>Tax Planner <\/strong>&#8211; Helps individuals and families develop strategies to manage taxes and improve long-term financial outcomes.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-career-outlook\">Career Outlook<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>90,000\u2013110,000<\/strong> Potential shortage of financial advisors by 2034.*<\/li>\n\n\n\n<li><strong>30\u201337% <\/strong>Projected gap relative to the current advisor workforce.*\n<ul class=\"wp-block-list\">\n<li><em>*Source: McKinsey &amp; Company, \u201cThe Looming Advisor Shortage in U.S. Wealth Management\u201d (2024) <\/em><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>46%<\/strong> of financial advisors plan to retire within 10 years.*<\/li>\n\n\n\n<li><strong>26%<\/strong> of advisors are already age 65 or older.*<\/li>\n\n\n\n<li><strong>The industry is approaching a \u201ctalent crisis\u201d as retirements rise and demand for financial advice grows.*<\/strong>\n<ul class=\"wp-block-list\">\n<li>*<em>J.D. Power \u2013 U.S. Financial Advisor Satisfaction Study (2025)<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n<\/div>\n\n\n\n<div id=\"tab-bod8-eligibility-applying\" class=\"uwm-p-tabcontent--pane\">\n<h3 class=\"wp-block-heading\" id=\"h-current-lubar-undergraduate-students-nbsp\">Current Lubar Undergraduate Students:&nbsp;<\/h3>\n\n\n\n<p>Open to all current Lubar students. Please schedule an advising appointment with your assigned Lubar Advisor through&nbsp;<a href=\"https:\/\/uwm.edu\/navigate360\">Navigate360<\/a>&nbsp;or by calling our office at 414-229-5271 to declare the certificate and discuss program requirements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-current-uwm-undergraduate-students-non-business-majors-nbsp\">Current 51ÁÔÆæ Undergraduate Students (non-Business Majors):&nbsp;<\/h3>\n\n\n\n<p>Open to current 51ÁÔÆæ students starting in Fall of 2026. Please schedule an advising appointment by contacting our office at 414-229-5271 to declare the certificate and discuss program requirements.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-non-uwm-students-community-members\">Non-51ÁÔÆæ Students\/community members: <\/h3>\n\n\n\n<p>Learn more about <a href=\"https:\/\/uwm.edu\/undergrad-admission\/apply\/certificates\/\" type=\"link\" id=\"https:\/\/uwm.edu\/undergrad-admission\/apply\/certificates\/\">the process<\/a> or begin your application at <a href=\"http:\/\/apply.wisconsin.edu\">apply.wisconsin.edu<\/a>. Sign in or create an account.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-graduation-requirements\">Graduation Requirements:<\/h3>\n\n\n\n<p>Students must maintain a cumulative 3.0 in the Certificate in Financial Planning courses and a B- or better in the capstone class to earn the Certificate in Financial Planning as good technical skills are needed to be a good financial planner.<\/p>\n\n\n\n<p>Students have the option to complete one or more certificates in conjunction with BBA majors. No more than 50% of each certificate\u2019s credits may double count towards BBA Core or Major requirements.<\/p>\n\n\n\n<p>The Certificate in Financial Planning can be completed in one calendar year, but 18 months is acceptable with the Financial Plan Development (CFP Capstone) course taking place after the prior learning is completed. The standalone certificate must be completed in 2.5 years.<\/p>\n<\/div>\n<\/div><\/div>\n\n<\/div>\n\n\n\n<div id=\"details-sidebar\" class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\">\n\n\n\n\n<div class=\"uwm-l-buttons--full\">\n<a class=\"uwm-c-button uwm-c-button--full uwm-u-mb-20\" href=\"https:\/\/catalog.uwm.edu\/course-search\/\" rel=\"\">Schedule of Classes<\/a>\n<\/div>\n\n\n\n    <button\n        data-modal-prefix-class=\"uwm-p\"\n        data-modal-content-id=\"uwm-modal-tqhpst\"\n        data-modal-title=\"\"\n        data-modal-close-text=\"Close\"\n        data-modal-close-title=\"Close\"\n        aria-haspopup=\"dialog\"\n        aria-controls=\"uwm-modal-tqhpst\"\n        class=\"uwm-p-modal--launch uwm-c-button uwm-c-button--full uwm-u-mb-20\"\n    >All Academic Resources<\/button>\n\n    \n\n<div id=\"uwm-modal-tqhpst\" class=\"hidden\"><div class=\"content_block\" id=\"custom_post_widget-17500\">\n<div class=\"uwm-l-row uwm-l-row--6\">\n<div class=\"uwm-l-col\">\n<ul class=\"wp-block-list uwm-c-link--dark-no-underline uwm-c-list--cleanlist\">\n<li><a href=\"https:\/\/uwm.edu\/business\/students\/advising-graduate\/\">Academic Advising &#8211; Graduate <\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/business\/students\/advising-undergraduate\/\">Academic Advising &#8211; Undergraduate<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/catalog.uwm.edu\/programs\/#filter=.filter_45\">Academic Catalog<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/business\/academic-programs\/\">Academic Programs<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-u-border-desktop--left\">\n<ul class=\"wp-block-list uwm-c-link--dark-no-underline uwm-c-list--cleanlist\">\n<li><a href=\"https:\/\/uwm.edu\/business\/students\/career\/graduate-career-advising\/\">Career Advising &#8211; Graduate<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/business\/students\/career\/undergraduate-career-advising\/\">Career Advising &#8211; Undergraduate<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/business\/students\/future\/graduate\/\">Future Students &#8211; Graduate<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/business\/students\/future\/undergraduate\/\">Future Students &#8211; Undergraduate<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-u-border-desktop--left\">\n<ul class=\"wp-block-list uwm-c-link--dark-no-underline uwm-c-list--cleanlist\">\n<li><a href=\"https:\/\/uwm.edu\/business-undergrad-advising\/\">MyLubar Advising Resources &#8211; Undergraduate<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/business-graduate-advising\/\">MyLubar Advising Resources &#8211; Graduate<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/business\/students\/future\/transfer\/\">Transfer Students<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/business\/students\/current\/undergraduate\/tutoring\/\" data-type=\"link\" data-id=\"https:\/\/uwm.edu\/business\/students\/current\/undergraduate\/tutoring\/\">Tutoring Center<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n\n\n\n\n    <div class=\"uwm-p-card uwm-p-card--color-head uwm-u-mt-40\">\n        <div class=\"uwm-p-card--title\">Important Dates<\/div>\n        <div class=\"uwm-p-card--body\">\n            <div class=\"uwm-p-card--content\">\n                Information Session:<br>Thursday, April 9th, 4:00pm &#8211; 4:45pm<br>Lubar Hall, S195<br><a href=\"https:\/\/milwaukee.qualtrics.com\/jfe\/form\/SV_cOvonbdyo24OY50\" type=\"link\" id=\"https:\/\/milwaukee.qualtrics.com\/jfe\/form\/SV_cOvonbdyo24OY50\">Register Now<\/a>                <\/div>\n        <\/div>\n    <\/div>\n\n\n\n\n\n    <div class=\"uwm-p-card uwm-p-card--color-head uwm-u-mt-40\">\n        <div class=\"uwm-p-card--title\">Contact<\/div>\n        <div class=\"uwm-p-card--body\">\n            <div class=\"uwm-p-card--content\">\n                <strong>Undergraduate Student Services<\/strong><br>Lubar Hall N297<br>414-229-5271<br><a href=\"mailto:uwmbba@uwm.edu\">uwmbba@uwm.edu<\/a>            <\/div>\n        <\/div>\n    <\/div>\n\n<\/div>\n<\/div>\n\n    <\/div>\n<\/section>\n\n\n\t<\/div>\n<\/div>\n\n\n","protected":false},"author":82,"parent":0,"template":"","meta":{"_uwm_academics_program_template":"page","_uwm_academics_program_navigation":[],"uwm_academics_program_card_image_id":16759,"uwm_academics_program_banner_image_id":19633,"uwm_academics_program_sort_title":"","uwm_academics_program_external_url":"","uwm_academics_program_jump_details_btn":true,"_uwm_academics_program_exclude_from_programs_archive_page":false,"_uwm_academics_program_exclude_from_programs_block":false,"_uwm_academics_program_exclude_from_department_page":false,"footnotes":"","uwm_wg_additional_authors":[]},"program_group":[],"program_tag":[],"program_type":[23],"program_format":[15],"program_department":[],"class_list":["post-16681","program","type-program","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ 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