Personal & Family Financial Planning

B.S. in Personal & Family Financial Planning

Preparing the money experts of the future

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Median Industry Pay (U.S. BLS 2023)

Fall, Spring, Summer, Winter
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Tucson, Yuma, Chandler, Paradise Valley

Combine your head for numbers and your heart to help others secure their financial futures.

The B.S. in Personal and Family Financial Planning gives you the finance and wealth-building skills you need to secure a rewarding career. Through our core financial planning classes and electives, you'll gain in-demand tools and insights to ensure that you and your clients have a profitable future -- from buying a home to starting a business, to preparing for retirement. Upon graduating from this program, you will meet the requirements to take the Certified Financial Planning licensing exam. 

The College of Agriculture, Life & Environmental Sciences offers $1 million in scholarships to our students! Combine these options with university scholarships and support from privately funded scholarships and you're well on your way to achieving your educational goals at a price you can afford.

Students in the Norton School of Human Ecology have exclusive access to nearly $230,000 program-specific scholarships, awarded from 35 different scholarships -- in addition to $230,000 in scholarships that are available to all or most CALES students.

A degree in Personal & Family Financial Planning prepares you for a career as a personal financial advisor. It can also serve as a springboard for graduate school. According to the U.S. Bureau of Labor Statistics, the median pay for financial advisors was $99,580 per year (2023).

Although your career possibilities are limitless, here are some example career paths our students follow:

  • Financial Planner: provide advice to help individuals manage their money and plan for their financial future.
  • Wealth Manager: provide comprehensive financial services for high net worth clients.
  • Estate Planner: educate clients on the process and the laws that affect the transfer, disbursement, and taxation of their assets.
  • Tax Advisor: prepare and examine financial records to give your clients peace of mind on their personal and business taxes.
  • Financial Analyst: guide businesses and individuals in decisions about expending money to attain profit.

The B.S. in Personal & Family Financial Planning gives you access to unique courses that prepare you for a lucrative career as a Certified Financial Planner, such as:

Applied Family Investment Planning & Savings Strategies
Personal & Family Risk Management
Legal and Ethical Issues in Retailing
Retail Finance Services
Personal and Family Estate Planning
Professional Conduct and Fiduciary Responsibility