What Can I Do With a Major In Financial Planning?
UGA Specific Information for Financial Planning
The mission of the Financial Planning Program is to prepare students for successful careers in the financial planning profession. Financial planning plays a critical role in the lives of individuals and families. Financial planners help increase the financial literacy and capacity of their clients. There is an increasing demand for financial planning professionals who can help individuals and families manage their finances better and achieve their financial goals. Courses in the curriculum are rigorous and meet the Certified Financial Planner Board of Standards education requirements. Upon completion of the program, students are eligible to take the CFP Certification Examination. Students must pass the CFP Certification Examination and satisfy other certification requirements before receiving the CFP marks. Students in the program study a variety of topics, including credit and debt management, income tax planning, savings and investments, risk management and insurance, retirement planning, estate planning, financial counseling, and consumer decision making.
The financial planning degree program helps students become professional financial planners. Financial planning has been consistently recognized as one of the best careers in America. The profession is growing. The number of jobs available for qualified individuals is at an all-time high. Most graduates work in small to mid-size firms helping families achieve financial goals. While enrolled in the program, students have opportunities to write targeted and comprehensive financial plans, work in the field during internships, and participate in experiential learning activities. Graduates from the program are eligible to sit for the national Certified Financial Planner (CFP) exam upon graduation. This credential provides students with opportunities to obtain positions at a variety of regional and national financial planning firms. After graduation students will also be able to start their own financial planning practices. Other career opportunities for students include positions with retirement planning firms, consumer credit counseling services, banks, insurance companies, human resources departments, and the government. The degree also provides a launching point for those interested in earning an advanced graduate degree.
Source: https://bulletin.uga.edu/MajorsGeneral?MajorId=69
Class of 2024 Career Outcomes for Financial Planning*
** Includes Self-Employed
Campus Resources
- Connect with Your Career Consultant
- Stop by Career Center Drop-In Hours
- UGA FHCE Department - Financial Planning
CAMPUS STUDENT ORGANIZATIONS
- Student Association of Family and Consumer Sciences
- Student Financial Planning Association
- To find additional clubs and organizations, go to the Involvement Network
Additional UGA Career Center Recommendations
- FACS Legislative Aide Leadership Fellows Program
- ASPIRE Clinic Internship
- VITA (Volunteer Income Tax Assistance)
Additional Career Research Resources
O*NET Online – The O*NET database includes information on skills, abilities, knowledge, work activities, and interests associated with over 900 occupations.
My Next Move – An interactive tool for students and job seekers to learn more about their career options.
Occupational Outlook Handbook – The OOH is a career resource offering information on the hundreds of occupations that provide most of jobs in the United States.
Vault – Vault.com provides in-depth intelligence on what it’s really like to work in an industry, company, or profession – and how to position yourself to land that job.
Candid Career – This resource provides you with access to thousands of informational video interviews with real professionals through an easy-to-use website.
UGA Mentor Program – Connect with a mentor (alumni, faculty, staff) to research and explore industries and careers. Research industries and careers by connecting with a mentor for a quick chat or formal 16-week mentorship through the UGA Mentor Program.
Interstride - Interstride is an interactive tool for both international and domestic students to enhance their international experience and employment potential. The platform consists of job-listings, hiring trends, employer information, self-assessments, and up-to-date immigration guidance.
Glassdoor - Glassdoor is a free jobs and career community that offers an inside look at jobs and companies through "employee generated content" – anonymous salaries, company reviews, interview questions, and more – all posted by employees and job seekers.
Steppingblocks - Research your future career with real-world stats about your major, your interests, and your dream job title with career and education searches designed to find your best path based on millions of others. It’s data-powered career exploration for doers like you.
Employment Websites
GENERAL
-
Handshake (scroll down to the bottom of the page; login with your UGA MyID and password)
-
LinkedIn (this popular networking site also has a job board!)
-
Idealist (non-profit jobs)
-
USAJobs (federal jobs)
MAJOR/CAREER SPECIFIC
Professional Associations/Resources
PROFESSIONAL ASSOCIATIONS - National Association of Personal Financial Advisors • Financial Planning Association • Certified Financial Planning Board • Association for Financial Counseling and Planning Education
COMPANY & SALARY RESEARCH - Career Bliss • GlassDoor • Salary.com
LINKEDIN - Join LinkedIn groups that are relevant to your career interests. To search, select "groups" & type in your keywords. Review the groups that professionals in your field of interest have joined & consider joining those as well. To login, visit the LinkedIn main page.
Employers/Position Titles Reported by Class of 2024 Financial Planning Majors
The information below represents employers and position titles from the Class of 2024 Career Outcomes Survey. To view historical Career Outcomes for this major, click here and select "Historical Data" from the navigation menu.
| Employer | Position Title(s) |
|---|---|
| Ability Wealth Group | Client Relationship Manager | ADP | Bank Account Executive | Ameriprise Financial | Investment Specialist | Blue Trust | Financial Planning Associate | Camber Marketing Group | Account Manager | Cannon Financial Strategists | Associate | Core5 Industrial Partners, LLC | Finance Coordinator | Cresset Capital | Investment Operations Associate | Dell Technologies | Small Business Inside Sales Representative | Donaldson Capital Management | Wealth Solutions Associate | E*TRADE from Morgan Stanley | Financial Services Representative | Endurance Planning Group | Financial Planning Analyst | Fidelity Investments | Financial Services Representative | Fortune-Johnson LLC | Assistant Scheduler | Howard Financial Group | Junior Financial Advisor | Inspire Brands | Project Manager | Insurance Office of America | Broker Assistant | LPL Financial | Financial Advisor | Northwestern Mutual | Financial Planning Analyst | Paradigm Wealth Partners | Financial Planning Assistant | Raymond James | Branch Professional | SFI Advisors | Associate Financial Planner | SignatureFD | Financial Planning Associate | Spotlight Asset Group, Inc. | Wealth Management Associate | Strategic Painting and Remodeling | Sales Representative | UPS | Risk Management Co-op |
Graduate/Professional Schools Attended by Class of 2024 Financial Planning Majors
The information below represents graduate/professional schools and programs reported through the Class of 2024 Career Outcomes Survey. To view historical Career Outcomes for this major, click here and select "Historical Data" from the navigation menu.
| Graduate School | Program(s) |
|---|---|
| University of Georgia | Finan Plan Hous and Cons Econ, MS | University of Georgia | Financial Planning, MS | University of Georgia | Housing Management and Policy, Bachelor’s |