Personal & Family Financial Planning (BS)

Personal and Family Financial Planning

Bachelor of Science

Coursework Location(s)

Main/Tucson, North Valley-Paradise Valley, Yuma

Areas of Interest

• Business, Economics & Entrepreneurship
• Law, Policy & Social Justice
• Mathematics, Statistics & Data Science
• Psychology & Human Behavior

Overview

Develop an understanding of finance that goes beyond dollars and cents with a degree that prepares you to guide people through life's most crucial moments. The Bachelor of Science in Personal & Family Financial Planning introduces students to the core elements of financial planning and wealth management. Students enhance their studies with courses in law and ethics, personal and family dynamics, retirement strategies, risk management, federal income taxation and tax codes, professional conduct, fiduciary responsibility, investments and more. The capstone project challenges students to create and present a comprehensive financial plan centered on data provided during the course. The B.S. program also requires an internship, so students gain on-the-job experience they can apply to future clients and employers.

Program Details

Sample Courses

• PFFP 314: Risk Management and Insurance Planning
• PFFP 402: Personal and Family Estate Planning
• PFFP 406: Professional Conduct and Fiduciary Responsibility

Career Fields

• Financial Planner
• Wealth Manager
• Estate Planner
• Tax Advisor
• Retirement Planner
• Investment Manager
• Securities Trader
• Financial Analyst
• Financial Services Consultant
• Loan Consultant
• Client Service Specialist
• Bank Trust Officer
• Entrepreneur