当今的商业环境要求对公司资产的管理越来越有效。财务规划专业为学生准备计划和管理个人和机构的财务利益。这可以包括投资组合管理，房地产规划，税收规划，战略投资和规划以及财务咨询服务。理财规划师会做很多人不喜欢自己做的事情：弄清楚如何管理自己的资金。通过与客户会面，然后帮助他们确定预算计划，投资决策，保险需求和其他财务目标，他们可以使他们按计划实现他们的资金目标。
Today’s business environment requires increasingly efficient management of a firm's assets. The Financial Planning major prepares students to plan and manage individuals' and institutions' financial interests. This can include portfolio management, estate planning, tax planning, strategic investing and planning, and financial consulting services.Financial Planners do what many people don’t like doing for themselves: Figure out how to manage their money. By meeting with clients and then helping them determine budgeting plans, investing decisions, insurance needs, and other financial to-do’s, they get them on track to meet their money goals. This Major qualifies the student to sit for the CFP (Certified Financial Planning) Exam.