Personal & Family Financial Planning (BS)
Main Campus, Tucson, United States
Bachelor of Science in Personal & Family Financial Planning
University of Arizona
Personal & Family Financial Planning
Program Overview: BS in Personal & Family Financial Planning
The Bachelor of Science in Personal and Family Financial Planning at the University of Arizona gives you the finance and wealth-building skills needed to secure a rewarding career in financial advising. Through core financial planning classes and electives, you will gain in-demand tools and insights covering everything from buying a home and starting a business to preparing for retirement.
This program introduces students to the core elements of financial planning and wealth management, with coursework spanning law and ethics, personal and family dynamics, retirement strategies, risk management, federal income taxation, professional conduct, fiduciary responsibility, and investments. The curriculum is registered with the Certified Financial Planner Board of Standards, meaning graduates meet the educational requirements to sit for the CFP licensing exam.
Housed within the Norton School of Human Ecology in the College of Agriculture, Life and Environmental Sciences, this program uniquely combines financial expertise with an understanding of family dynamics and consumer behavior. The program also requires an internship and a capstone project in which students create and present a comprehensive financial plan, ensuring hands-on readiness for the profession.
Key Program Highlights
- CFP Board-registered curriculum that qualifies graduates to sit for the Certified Financial Planner exam
- Hands-on experience with industry-leading applications such as eMoney, MoneyGuidePro, Morningstar, and RightCapital
- Required internship providing real-world, on-the-job experience with financial services employers
- Access to the Springboard Career and Internship Fair connecting students with employers like Charles Schwab and Vanguard
Curriculum & Modules
The Personal and Family Financial Planning curriculum was developed in accordance with the Certified Financial Planner Board of Standards, with input from local and national financial planning leaders. Coursework covers financial goal setting, investment planning, assets and debt management, retirement strategies, and the prevention and resolution of financial difficulties.
Fundamentals of Personal & Family Financial Planning
3 creditsAn introduction to the financial planning process, covering financial strategies, savings, cash flow management, insurance, investments, taxes, use of credit, and time value of money.
Applied Family Investment Planning & Savings Strategies
3 creditsFocuses on understanding and evaluating investment options, analyzing risks and rates of return, asset allocation, portfolio diversification, and alternative investments.
Personal & Family Risk Management and Insurance Planning
3 creditsProvides an introduction to the techniques and issues of risk management and insurance, with an emphasis on personal risk management and insurance strategies for individuals and families.
Applied Personal & Family Income Tax Planning
3 creditsCovers federal income taxation and tax codes relevant to personal and family financial planning, equipping students with practical tax planning strategies for clients.
Personal & Family Estate Planning
3 creditsExamines estate planning principles, including wealth transfer strategies, trusts, wills, and the legal frameworks that govern estate and inheritance planning for families.
Capstone: Financial Plan Development
3 creditsA proficiency capstone course challenging students to create and present a comprehensive financial plan centered on real-world data, integrating all prior coursework into a client-ready deliverable.
Elective Courses
Admission Requirements
Admission to the BS in Personal and Family Financial Planning at the University of Arizona is based on a holistic review of each applicant's academic profile. International students should ensure they meet both academic and English proficiency requirements. Contact Uni4Edu for personalized guidance on your application.
Academic Requirements
- High School DiplomaCompleted secondary education equivalent to a U.S. high school diploma
- Minimum GPA3.0 on a 4.0 scale (approximately 85%)
- Math PrerequisiteFour years of math coursework including algebra and geometry
- Laboratory ScienceThree years of laboratory science courses
- SAT/ACTNot required for general admission; submitting scores may enhance your application
English Language Requirements
- TOEFL iBTMinimum score of 70
- IELTSMinimum overall band score of 6.0
- PTE AcademicMinimum score of 53
Required Documents
Application Deadlines
For personalized admission guidance, document verification, and application support, please contact Uni4Edu
Scholarships & Funding
The University of Arizona offers a variety of scholarship opportunities for students in the College of Agriculture, Life and Environmental Sciences. The Norton School of Human Ecology provides program-specific funding, and additional university-wide and private scholarships are also available. Contact Uni4Edu for help identifying and applying for scholarships that match your profile.
Norton School Program-Specific Scholarships
Exclusive scholarships available to students enrolled in the Norton School of Human Ecology, covering a range of award amounts based on academic merit and financial need.
For detailed tuition fee information, please contact Uni4Edu — we will guide you through the costs and available funding options for this program.
Career Prospects
A degree in Personal and Family Financial Planning prepares you for a rewarding career as a personal financial advisor, with the added advantage of CFP exam eligibility upon graduation. According to the U.S. Bureau of Labor Statistics, the median pay for financial advisors was USD 99,580 per year in 2023, and the field continues to experience strong demand.
Potential Career Paths
Top Employers in the Industry
Rankings & Recognition
The University of Arizona is a leading public research university consistently ranked among the top institutions globally. Its strong academic reputation and research output place it prominently across major international ranking systems, and its CFP Board-registered financial planning program is recognized nationally for quality and rigor.
| Subject | Ranking Body | Rank |
|---|---|---|
| Arts & Humanities | U.S. News & World Report | #58 |
| Space Science | U.S. News & World Report | #10 |
| Business & Economics | THE World University Rankings | Top 175 |
| CFP Board Registration | Certified Financial Planner Board of Standards | Approved Program |
How to Apply
Applying for this program is easy with Uni4Edu. Our team will guide you through every step of the process — from document preparation to final enrolment.
Contact Uni4Edu
Reach out to our team via email or phone. We will assess your profile and confirm your eligibility for this program.
Prepare Your Documents
Our advisors will provide you with a personalised checklist of required documents and help you prepare your application package.
Submit Your Application
Uni4Edu will submit your application on your behalf and keep you updated on its progress throughout the review period.
Receive Your Offer
Once accepted, we will help you understand your offer, arrange visa support if needed, and guide you through the enrolment process.
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