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What is financial planning?

With the finance major option in Financial Planning, students learn how to help individuals and families achieve their financial goals through effective budgeting, investing, retirement, tax, insurance and estate strategies. The program follows the Certified Financial Planner™ (CFP®) curriculum, preparing students to meet the education requirement to sit for the CFP® exam.

Why financial planning at OSU?

Students explore every area of personal finance — from investment and tax strategies to retirement and risk management — while developing the interpersonal and ethical skills needed to guide clients through major life decisions. Graduates are prepared for careers as financial planners, wealth advisors or investment consultants in a rapidly growing profession focused on improving financial well-being.

Career paths

The Financial Planning option provides the skills necessary for students to pursue career opportunities such as:

 

Many alumni go on to earn the CFP® designation, one of the most respected credentials in financial services.

$2.2Min scholarships

awarded annually to Spears Business undergraduate students.

 

Take the Next Step

Financial planning isn’t just about numbers — it’s about people, purpose and helping others live better lives. Join OSU’s Financial Planning Program and start your journey toward becoming a Certified Financial Planner™ professional.

 

Eastin Center for Career Readiness

Through the Eastin Center, OSU supports students’ professional growth from awareness to knowledge acquisition, practice and ultimately successful implementation.

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