Financial Planning Major

The Field

Personal financial planning is a hyper-growth area with increasing demand for well-qualified personal financial planners. Financial planners serve individuals and society by solving personal and family financial problems, helping individuals meet financial goals, and serving as trusted financial advisors. Recruiters and prospective employers increasingly recognize the need for certification in personal financial planning and Carroll College is the only CFP® Board-Registered undergraduate program in Montana and is among the approximately 300 registered programs in the U.S.  Certified financial planners maintain rigorous standards and high ethical values. Today's environment is fast paced, driven by technology and highly complex, which leads to exciting careers that make a difference in the lives of others. Qualifed financial planners have knowledge in diverse areas including savings plans, retirement and estate planning, insurance, investment, and wealth management.

The Program

Students who complete the Financial Planning major at Carroll College are eligible to sit for the CFP® Certification Examination administered by the CFP® Board. The CFP® is recognized as the highest standard in personal financial planning and only those institutions with faculty who have earned the CFP® are eligible for CFP® Board recognition. Students who complete the financial planning program at Carroll College will have met the diverse education requirements to sit for the CFP® exam as well as become future experts in this exciting field. Students are also exposed to other business areas in their coursework which further broadens their understanding of the business environment. Faculty with financial industry experience are continually engaged in professional development, ensuring that current and relevant information is included in the classroom. Local business leaders support Carroll College by providing classroom projects, internship opportunities, and guest lectures.

Why Financial Planning at Carroll?

As a CFP® Board-Registered program, Carroll offers individuals the ability to become qualified candidates for CFP® certification and become competent, ethical financial planners. Students are also encouraged to personalize their education by combining a major in financial planning with majors or minors in accounting, business- management and marketing, and other disciplines. Students may also choose to focus on developing their own entrepreneurial abilities through the Entrepreneur in Residence program or improve their global awareness through study abroad opportunities.

The Possibilities

Students who complete the financial planning major at Carroll College have acquired the skills to perform complex financial analyses and engage in quantitative decision-making while considering qualitative and ethical implications in financial planning. The Carroll College Career Center is available to assist students with securing internships, developing resume writing and interviewing skills, and researching employers.