Carroll Adding New Financial Planning Degree

Wednesday, May 8, 2019

HELENA, MT – Carroll College is pleased to announce that they have been approved by Certified Financial Planner Board of Standards Inc. (CFP Board) to provide a new financial planning undergraduate degree program.

“Carroll College is pleased to become Montana’s only CFP Board-Registered undergraduate degree program. We are excited for this opportunity for our students to become well-qualified financial planners by earning this impressive designation. Recognized as the highest standard in personal financial planning, earning the CFP® certification provides our students with exceptional career opportunities,” said Julia Mull, CFP®, Program Manager and Associate Professor of Business, Accounting and Economics.

The financial planning bachelor's degree teaches students the 72 topic areas as required by CFP Board. The curriculum consists of courses in financial planning, insurance, investments, retirement planning and employee benefits, taxation, estate planning, and a capstone course that implements all of the previous coursework in a series of case studies. Students who complete the program are eligible to sit for the CFP® Certification Examination.

Becoming a CERTIFIED FINANCIAL PLANNER™, adds a valuable certification level to financial advisors. CFP® Certificants undergo extensive training in all aspects of financial planning in order to provide comprehensive plans to their clients from day-to-day budgeting to long-term savings goals, including college saving plans, retirement and estate planning, life insurance and asset management. CERTIFIED FINANCIAL PLANNER™ jobs are expected to grow 30% over the next 10 years, according to CNN Money, making it an excellent career option for students interested in the financial planning profession.

CFP Board is a Washington, D.C.-based independent 501(c)(3) non-profit organization whose mission is to benefit the public by granting, upholding and promoting the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Those who earn the certification are distinguishing themselves among their peers by meeting CFP Board’s education, examination, experience and ethics requirements. Students completing the financial planning program at Carroll College will have met the education requirement for CFP® Certification Examination administered by CFP Board.

“CFP Board is pleased to approve the program at Carroll College as a CFP Board-Registered Program,” said Susan John, CFP®, chair of CFP Board’s Board of Directors.  “As student interest in financial planning as a career continues to grow, we anticipate that Carroll College’s program will contribute significantly to the number of qualified candidates seeking to attain the CFP® certification, the standard of excellence for competent and ethical financial planning.”

CFP Board currently oversee more than 300 programs at more than 200 institutions. CFP Board-Registered Programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification.

For additional information on Carroll College’s financial planning degree, please contact Julia Mull, CFP®, Program Manager and Associate Professor of Business, Accounting, and Economics, 406-447-5184,

About CFB Board

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.

About Carroll College

Situated in the heart of Montana’s Rocky Mountains, Carroll College continues to be the premier private Catholic liberal arts college in the Mountain West. For the eighth straight year, Carroll College was named the number one Best Regional College by U.S. News and World Report and also took the top spot in the new category, “Undergraduate Teaching.” Carroll students have access to the great outdoors with downhill skiing within 25 minutes from campus, nearby lakes, fishing, and over 80 miles of hiking and mountain biking trails accessible from the campus itself. For additional information about Carroll, visit