Financial Counseling and Planning

This program is ranked by Financial Planning as one of the Top 35 Great Financial Planning programs within the United States. In financial counseling and planning, you'll learn how to combine your financial aptitude with communication skills to help others achieve financial security. If you’re interested in helping individuals and families improve their lives through financial literacy this program may be the perfect fit for you.  Courses are taught by faculty and industry professionals to bring a combination of theory, research, and the most up-to-date business practices into the classroom. The program is registered with the Certified Financial Planner Board, and successful completion of the program satisfies the education component of the CFP® certification process.

Within financial counseling and planning, students have the opportunity to complete many hands-on opportunities that prepare graduates to succeed in the workforce. Students use the latest industry software and technology, complete an internship, and compete in the American Express Financial Planning Invitational; many students also join the Purdue Collegiate Financial Planning Club. The Department of Consumer Science also hosts 2 career fairs each year drawing more than 100 employers to campus.

The coursework for the financial counseling and planning major includes accounting, communication, consumer behavior, economics, employee benefits, estate planning, investments, leadership, marketing, mathematics, personal finance, retirement planning, statistics, and tax law.

Watch this video is learn more about the Department of Consumer Science.

Financial Counseling and Planning Website

Plan of Study

Financial Counseling and Planning, BS

Related Career Interests

Careers in Financial Counseling and Planning

  • Bank trust officer
  • Business and financial analyst
  • Employee benefits administrator
  • Entrepreneur, business owner
  • Financial aid director
  • Financial counselor
  • Financial planner
  • Insurance representative
  • Loan officer
  • Personal banker
  • Risk analyst
  • Stockbroker

Transfer to Financial Counseling and Planning

Purdue admits to individual majors. In addition to meeting overall Purdue transfer criteria, such as minimum high school course requirements, applicants must also meet major-specific requirements. The major-specific criteria for this program are listed below. Students who meet or exceed these are the most competitive candidates for admission. Before applying, review the closed programs page to confirm your desired major is open to transfer students for your desired entry term.

Minimum GPA: 2.0

Also: Completion of one semester of personal finance with a grade of C or higher (CSR 34200 equivalent preferred).

Contact Information
HHS Undergraduate Student Services
(765) 494-8533
hhsundergrad@purdue.edu

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