UGA Specific Information for Financial Planning

The Financial Planning major prepares students to become client-focused professional financial planners who help individuals and families create, manage and transfer wealth efficiently. The program is registered with the Certified Financial Planner Board of Standards, Inc., and the Association of Financial Counseling and Planning Education. Graduates are eligible to sit for the Certified Financial Planner (CFP®) and Accredited Financial Counselor (AFC®) examinations.

The Financial Planning program provides students with knowledge, skills and technical expertise to enter the marketplace as a financial planner or financial counselor. Demand for graduates has consistently exceeded the number of students in the major. Graduates earn competitive salaries and have a variety of career options. Financial planning is ranked among the nation’s fastest growing (Money magazine) and most rewarding (Jobs Rated Almanac) careers.

Additionally, graduates have been accepted to the nation's most prestigious graduate schools, gone on to law school, written papers published in leading financial planning opinion journals, and gone on to own and manage leading financial planning firms. 



Class of 2020 Career Outcomes for Financial Planning*

** Includes Self-Employed


Campus Resources

  • Connect with Marla Ebert, your Career Consultant - click her to find information on how to schedule an appointment and drop-in hours
  • Consumer Economics Academic Advisor - Christie Sanders
  • UGA FHCE Department - Financial Planning

CAMPUS STUDENT ORGANIZATIONS


Additional UGA Career Center Recommendations/Considerations

Supplemental Career Research Dashboard

Additional Career Research Resources

  • O*NET - The O*NET database includes information on skills, abilities, knowledges, work activities, and interests associated with over 900 occupations (Login using your 810/811)
  • Occupational Outlook Handbook - The OOH can help you find career information on duties, education and training, pay, and outlook for hundreds of occupations
  • Career Insider: Vault Guides - Vault is one of the world’s leading sources of Career Intelligence.  It can help make your efforts at researching employers, industries, and career subjects significantly easier and more efficient. Whether you are just exploring possible career paths or you are ready for your interview, Career Insider can help! (Login using your 810/811)
  • Candid Career - Whether you are just beginning to explore career options, preparing for a job interview, or looking to change careers, CandidCareer.com can help by providing you with access to thousands of informational video interviews with real professionals through an easy to use website. We can all learn from the experiences of others and the Career Center makes this valuable resource available to UGA students so they may be informed and ready for what lies ahead. (Login using your 810/811)
  • UGA Mentor Program- Networking with your Bulldog family can help you get ahead in life and career, but where do you even start? The UGA Mentor Program narrows down the world of possibilities to meaningful connections. The program connects students to alumni mentors for personal and professional development 
  • Big Interview - Online practice interview platform. Practice basic interview questions or questions based on your industry interests or competencies! Also provides practice interview questions for graduate/professional schools. Just sign-up using your uga email address! 
  • Interstride- View jobs/internship in other countries and country career guides

Employment Websites

GENERAL

  • Handshake - UGA's platform for job/internship postings (Login with your UGA MyID and password)
  • LinkedIn - Network with professionals and view job openings
  • Interstride - Job/internship openings in countries abroad as well as country career guides providing information about finding employment in other countries. 
  • Specialized - Check out Idealist for jobs in the Nonprofit sector and USAJobs for opportunities in the federal government. 

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 RESEARCHCareer 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 Title Reported by Class of 2020 Financial Planning majors

The information below represents employers and position titles from the Class of 2020 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)
49 Financial Financial Professional
Ageis Tax & Accounting Team Assistant
All America Energy Merger Acquisitions Analyst
American Honda Finance Corporation Funder
Ameriprise Client Service Specialist
Ameritar Screen and Glass Account Manager
Athens Real Estate Group Realtor
Axle Logistics Logistics Consultant
Ayco, a Goldman Sachs Company Financial Analyst
B.A. & Sons, Inc. Sales and Service Associate
Cannon Financial Strategists Associate
CarePlus Anesthesia Management Document Control Specialist
Chick-fil-A Content Coordinator
Corbett Road Client Service Associate
Day & Ennis, LLC Support Advisor/Office Coordinator
E*TRADE Associate Financial Services Representative
Elwood and Goetz Wealth Advisory Group Associate Financial Planner
G Squared Financial, LLC Client Relations Manager
Georgia Farm Bureau Property Claims Trainee
Henssler Financial Financial Planner
John Payne Company Project Estimator, Manager
Keller Williams Realty Real Estate Agent
Mark Spain Real Estate Exclusive Buyers Consultant and Licensed Realtor
Merrill Lynch Financial Advisor
Northwestern Mutual Financial Planning Associate
Odyssey Personal Financial Advisors Associate
Parker Engineering and Mechancial Estimator
SAIC Motor Corporation Management Trainee
Signature Wealth Management Group Associate Advisor
Smith and Howard Accounting Accounting Advisory Member
Thrivent Financial Paraplanner
University of Georgia Accounting Administrative Specialist
UPS Inside Sales Representative
Vanguard Group Client Relationship Associate
VEVA Consulting Financial Analyst
Windsor Wealth Planners and Strategists Associate Financial Planner
* denotes no responses received.
*Source: Areas above marked with an Asterisk (*) have been created utilizing data taken from the UGA Career Outcomes Survey. The "Employers Hiring...," "Job Titles of...," "Career Outcomes for...," and "Graduate/Professional Schools and Programs..." information listed above represent UGA Class of 2020 Graduates. The lists are not exhaustive and therefore do not represent all potential career options. Click here for more detailed Career Outcomes information regarding this major.

Graduate/Professional Schools attended by Class of 2020 Financial Planning majors

The information below represents graduate/professional schools and programs reported through the Class of 2020 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)
ATP Flight School Airline Transport Professionals Certification
Dragonfly Aviation Flight Certification, Diploma/Certificate
University of Georgia Applied Consumer Analytics, Master's; Behavioral Financial Planning, Master's; Financial Planning, Housing and Consumer Economics, Master's; Financial Planning, Housing, and Consumer Economics, Bachelor's; Financial Planning, Master's
* denotes no responses received.