Offutt School of Business
Financial Planning
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
Our students attend classes in a state-of-the-art facility. They receive a hands-on educational experience, dedicated to developing global, ethical, entrepreneurial business leaders.
Contact
Dr. Angel F. Carrete Rodriguez
Associate Professor of Finance
Business (Offutt School of Business – Academics)