Financial Planning

A financial career with a focus on people

SFA’s financial planning emphasis is ideally suited for students who are interested in finance and in helping others. As large numbers of Baby Boomers continue to retire and focus on estate planning, it’s a field of study that will likely remain in high demand for years to come.

Financial planners help individuals and families with a variety of personal financial issues, from investing and tax planning to insurance, estate planning and retirement preparation. The financial planning emphasis at SFA provides the expertise, advanced skills and financial knowledge you’ll need to help people and families ensure a strong financial future.

A variety of exciting career opportunities

Financial planners typically work one-on-one with clients to help with a variety of financial issues. As a financial planner, you might help a client set up a trust fund or an estate plan, or you might help them financially prepare for retirement.

A background in financial planning also qualifies you for a variety of other positions in related fields, including:

• Banking
• Investing
• Tax planning
• Accounting
• Nonprofit
• HR and benefits