Pathways to a dynamic career
Financial Planning Program
Explore how AU business students are set up to succeed in the classroom, in internships, and in their careers after graduation.
Tomorrow's financial planning leaders are starting right here.
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The financial planning complementary major at Anderson University prepares students for a career in financial planning through hands-on course work and ensuring they are educated to industry standards. The Falls School of Business will equip students with strong ethics so they can serve everyone they meet.
The Certified Financial Planner™ designation is the industry standard in the financial planning industry. Completion of AU’s finanical planning program satisfies the CFP Board coursework requirement, which allows graduates to take their certification exam.
EXPLORE FINANCIAL PLANNING
A financial planning program is designed to prepare students for careers in helping individuals and organizations manage their financial resources effectively. The curriculum typically includes courses in investment strategies, retirement planning, tax planning, estate planning, risk management, and personal finance. Students learn to assess clients’ financial situations, set financial goals, and create comprehensive plans to achieve those goals. The program emphasizes analytical skills, ethical considerations, and effective communication, ensuring that graduates can provide sound financial advice and build strong relationships with clients.
Options
Because financial planning is a complimentary major, all students across campus can enroll! This program will benefit Falls School of Business majors, as well those involved in other departments.
Careers
Demand for personal financial advisors is expected to grow at a faster than average rate of 15% through 2031, according to the Bureau of Labor Statistics.
Opportunities
Students will gain experience in the STAR Bank Trading Room, as well as through case studies and comprehensive education in the classroom through projects and dynamic discussions. Students will learn how to develop real financial plans and will be prepared for a rewarding career through AU’s financial planning program.
Classes
- Financial Planning
- Financial Plan Development
- Investments
- Estate Planning
- Retirement Planning & Employee Benefits
- Federal Income Tax
Meet our business faculty during your campus visit.
_ Falls School of Business
Dr. Celesta S. Bates
DBA Program Director and Graduate Business Program Director, Professor of Accounting
Veronica Dougherty-Denny
Assistant Professor of Management
Dr. Emmett Dulaney
Professor of Marketing; Director of Doctoral Studies
Allison Eddleman
Asst. Professor of Management
Karen Innocenti
Administrative Lead, College of Business, Engineering, Sciences, and Technology (CBEST)
Jongdoo Lee
Assistant Professor of Finance
Dr. Lonnie Leeper
Dean, College of Business, Engineering, Science, & Technology
James Newton
Undergraduate Program Director, Assistant Professor of Sport Marketing
Anna Rasco
Asst. Professor of Management
Thom Reddington
Assistant Professor of Management
Dr. Hyeon Joon Shin
Associate Professor of Economics
Dr. Vanessa Tijerina
Associate Professor of Accounting
The Anderson You
You have unique interests and skills that set you apart. Explore the free My College Career Quiz to receive a personalized list of majors selected just for you. We’ve taken out the guessing work. Come find the Anderson you.