Offutt School of Business

Financial Planning

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Earn a minor in one of the most sought-after programs for graduates.

Minor in Financial Planning

The financial planning minor will introduce students to the field of financial services. Learn the principles of working with clients, developing debt management plans, and more.

Degree Requirements and Courses

The Offutt School of Business Difference

Concordia’s financial planning minor will produce qualified graduates who have the pedigree to get hired and the skillset to make an impact on their field from day one. Graduates will also be prepared to take industry certification exams, such as the Certified Financial Planner (CFP) designation.

Gain Financial Literacy

As a student in the financial planning program, you will obtain a strong foundation in personal finance principles. This includes budgeting, saving, investing, retirement planning, and managing debt.

Dr. Angel Carrete, Associate Professor of Finance

Becoming a financial planner is not just a career choice. It’s a gateway to making a profound impact on people’s lives while securing a rewarding future for yourself. As a financial planner, you will possess the expertise to guide individuals and families through their financial journeys and help them achieve their dreams. Your role goes beyond mere number crunching. You become a trusted advisor, offering strategic insights and personal solutions tailored to each client’s unique circumstances.

Career Ready

Position yourself for a career in financial services. The coursework can prepare you for entry-level positions in financial planning, wealth management, or related fields. Take advantage of the finance lab located in the Offutt School of Business’ Grant Center.

Prepare for Professional Certifications

You may be eligible to take exams for industry certifications like the Certified Financial Planner designation after graduation. This certification is globally recognized and respected and can significantly enhance your resume and earning potential.

Competitive Edge 

The 21-credit financial planning minor, which satisfies the Certified Financial Planner Board of Standards to register for the CFP exam, is unique to this area of the country for undergraduate students. Accelerate your career and get a jump-start on other new financial planning graduates in the area.

Flexible Schedule 

The financial planning curriculum is taught 100% online through our Rize Education partnership. The classes will include an interactive framework, which enables students to work collaboratively on assignments. Learn where it’s most convenient for you!

The online format allowed for flexibility, which was crucial for balancing my schedule. Being able to complete the coursework on my own time made it easier to absorb the material at my own pace. The online platform also provided easy access to resources, discussion forums, and recorded lectures that I could revisit as needed.

Kidus Ayalew ’24, Business Marketing Major

Life Skills 

The knowledge gained can be applied to your own financial well-being, helping you manage your money effectively and achieve your financial goals.

Career Paths

Graduates from our program will be prepared to work in careers including:

  • financial advisors/planners
  • wealth managers
  • financial analysts
  • loan officers and mortgage brokers
  • retirement planning specialists
  • paraplanners
  • nonprofit financial managers

Global, Ethical, Entrepreneurial

Founded on the pillars of transformative leadership, global engagement, ethical decision-making, and an entrepreneurial mindset, the Offutt School of Business is dedicated to sending into society thoughtful and informed business leaders with a strong moral compass. Our students attend classes in a state-of-the-art facility and participate in cutting-edge curriculum that allows them to think critically and network globally.

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Contact

Dr. Angel F. Carrete Rodriguez
Associate Professor of Finance Business (Offutt School of Business – Academics)
P 218.299.3115
E acarrete@cord.edu