Financial Counseling and Planning 

You've always had a knack with numbers, and you'd like to work in a financial environment. But you don't want to be just another behind-the-scenes number cruncher. If you'd rather be working with people, helping them solve their financial problems and plan for the future in innovative ways, check out the financial counseling and planning program in the Department of Consumer Sciences and Retailing.

Plan of Study

Career Options

Flexible course requirements allow you to tailor your education to a variety of careers, including:

Where You Might Work

  • college financial aid offices
  • community programs
  • cooperative extension services (where you might work as a county agent with a family economics specialty)
  • financial institutions such as credit unions, banks, and loan companies
  • financial planning firms
  • insurance agencies
  • investment services
  • social welfare agencies

Coursework

  • accounting
  • communication
  • consumer behavior
  • economics
  • employee benefits
  • investments
  • marketing
  • mathematics
  • personal finance
  • psychology/sociology
  • retirement planning
  • risk management
  • statistics
  • tax law
  • complete course list 

Learn from Experience

  • Take courses in computer labs using the latest industry software and technology.
  • Complete a required internship in a variety of related fields, including investment and mortgage brokerage firms, insurance agencies, banks, financial planning firms, college financial aid offices, and credit counseling services.
  • Compete in national collegiate competitions for financial counseling and planning students.
  • Successful completion of the registered program automatically satisfies the educational component of the Certified Financial Planner certification process.

You'll Have Help Finding a Job

For more information, contact:

CFS Undergraduate Student Services
700 W. State Street
Stone Hall, Room 110
West Lafayette, IN 47907-2059

Phone: (765) 494-8533
E-mail: cfsundergrad@purdue.edu