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 2022 Career Outcomes for Financial Planning*

** Includes Self-Employed


Campus Resources

  • Connect with Jessica McLeod-Waddell, your Career Consultant - click here to find information on how to schedule an appointment 

  • Daily Drop-In Hours: (staffed by Career Center graduate assistants and student interns)

    •  In-Person: Mondays – Thursdays, 11 am – 2 pm in Clark Howell Hall (2nd Floor)

    • Virtual: Fridays, 11 am – 2 pm, career.uga.edu/appointments

  • 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
  • Firsthand - Company rankings/profiles, industry career guides, and advice articles

  • Candid Career - Recorded informational interviews of professionals in specific careers

  • 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 2022 Financial Planning majors

The information below represents employers and position titles from the Class of 2022 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)
Bank of America Advisor Development Rotational Program
Bank of America Credit and Wholesale Banking Analyst
Bank of America Wealth Manager
Benko Financial Services Financial Planning Associate
Budget Blinds of Athens Lead Installer/Operations Manager
Burney Company Administrative Assistant
Cannon Financial Strategists Associate
CBRE Research Analyst
CPC Consolidated Planning Corporation Associate
Creative Planning Associate Financial Planner
E*TRADE Associate Financial Services Representative
Edward Jones Service Specialist II
Elwood & Goetz Wealth Advisory Group Associate Financial Planner
Elwood & Goetz Wealth Advisory Group Associate Financial Planner
Endurance Planning Group Investment Specialist
Enterprise Rent-A-Car Manager Trainee
Fiserv Project Management Associate
Fiserv Cyber Security Program Analyst
Global View Investment Advisors Paraplanner
Grainger Account Manager
IBM Business Transformation Consultant
IDR, Inc. Healthcare Recruiter I
Imply Sales Development Rep
Madison County School District Construction Teacher
Mizuno Analyst
Mohawk Industries Associate
Next Generation Pre-K Teacher
Paychex Channel Sales Consultant
PConline365 Customer Service Representative
Refined Parking Solutions Accountant/Bookkeeper
Renasant Bank Commercial Relationship Associate
Sierra Mutual Funds Regional Sales Associate
SRS Distribution Operations Manager
Steel Brothers Development, Inc. Site Security Coordinator
Synergis Associate Recruiter
TC Online 365 Content Editor
TEKsystems Net National Recruiter
The Vanguard Group Investment Advisor
Truist Analyst
UBS Financial Advisor Trainee
Voya Investment Management Sales Development Specialist
* 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 2022 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 2022 Financial Planning majors

The information below represents graduate/professional schools and programs reported through the Class of 2022 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)
Ave Maria School of Law Law, JD
University of Georgia Finan Plan Hous and Cons Econ, Master's
University of Georgia Financial Planning, MS
University of Georgia Financial Planning and Consumer Economics, Doctorate
University of Georgia Financial Planning with Behavioral Financial Planning Emphasis, MS
University of Georgia Behavioral Financial Planning, MS
University of Georgia Social Work, MSW
* denotes no responses received.