25 Great Schools for Future Financial Planners

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25 Great Schools for Future Financial Planners

Nov 02, 2012

In our latest look at the nation's leading schools for financial planning, we chart this progress with a snapshot of the evolution of colleges, universities and institutions that teach planning to the swelling ranks of practitioners. It's a rapidly evolving space: In the past two years, the number of CFP Board-registered undergraduate degree programs has jumped 20%; including graduate and certificate programs, the total is now 336. In addition, there are another 40 new programs in development, according to the CFP Board.

Of those programs already up and running, 176 are certificate programs offered mainly to mid-career professionals; 109 are undergraduate baccalaureate programs filled predominantly by college-age students. Another 45 are master's programs and, a decade after Texas Tech registered the first Ph.D. program with the board, there are now six doctoral programs. Many bachelor's and master's degree programs are taught online or partially online, enabling institutions to reach increasing numbers of students.

"We see all of these programs as partners of ours," says Charles Chaffin, the CFP Board's manager of academic programs, whose department reviews the curricula and faculty for each of the programs annually. "We have a vested interest in making sure they are successful." Read more >

Financial Planning
Ann Marsh
November 2, 2012

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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