Careers in Financial Planning

Nebraska Wesleyan University’s degree in financial planning prepares students for success on the Certified Financial Planner Board of Standards (CFP® Board)) exam. This CFP certification has been the industry standard for more than three decades. And 90% of consumers see professional certification as a key attribute in choosing a financial advisor.

The Bureau of Labor Statistics predicts demand for personal financial advisors will outpace national job growth through at least 2028.

To become a certified financial planner, students must complete:

  • a bachelor’s degree
  • a seven-course sequence from a CFP Board registered program
  • a 170-question, six-hour multiple-choice exam offered each March, July and November
  • 6,000 hours of professional financial planning experience or 4,000 hours of an apprenticeship within five years of the exam
  • a background check and ethics declaration forms

Nebraska Wesleyan University’s financial planning degree is offered as part of a consortium of Council of Independent Colleges member schools. It is recognized as a registered program by the CFP Board. Students who complete NWU’s degree program meet the CFP Board’s education requirement and are both eligible and prepared to sit for the CFP exam.

Popular career pathways include:

  • client services advisor
  • financial analyst
  • financial planner