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Top Schools for Financial Planning Services

Find out which top schools offer programs in financial planning services, through which students learn about monetary and real estate investments, retirement planning, taxes and insurance. Read about the degree options at three of the top schools, and find a list of other universities that provide training for financial planners.

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Top U.S. Schools with Financial Planning Services Programs

Aspiring financial planners can find relevant undergraduate and/or graduate programs at California Lutheran University, the University of Georgia in Athens and San Diego State University. Programs typically include majors and graduate studies in business administration or closely related fields and lead to a certificate or a degree.

1. California Lutheran University in Thousand Oaks

California Lutheran University was ranked 18th among regional universities in the West by U.S. News & World Report in 2012. The university is home to the California Institute of Finance, where students can pursue a Master of Business Administration (MBA) in Financial Planning. A graduate certificate program in the same field of study is also available. Students at the institute can join national financial planning organizations or network with financial planning companies.

2. University of Georgia in Athens

The University of Georgia was ranked 23rd among top public schools in 2012 by U.S. News & World Report. Through the College of Family and Consumer Sciences, the university offers undergraduate and graduate programs in family financial planning, which can lead to a certificate, Bachelor of Science or Master of Science. Students seeking a master's degree in family financial planning can choose from a thesis or non-thesis option. A Doctor of Philosophy (Ph.D.) in Financial Planning, Housing and Consumer Economics is also available.

3. San Diego State University in CA

San Diego State University (SDSU) was the first school accredited by the Association to Advance Collegiate Schools of Business (AACSB) to offer degree programs in financial planning. These include a Bachelor of Science in Financial Services with a certificate in personal financial planning and a Bachelor of Science in Business Administration with a major in financial services. Graduate students can earn a Master of Science in Business Administration with a concentration in financial and tax planning.

List of Ten Good Financial Planning Services Schools

School Name Distinction Location
California Lutheran University Accelerated online program optionThousand Oaks, CA
Florida State UniversityOnline non-credit certificate program designed for working professionals Tallahassee, FL
Franklin UniversityLeadership Center offers symposiums, presentations and activities to students and professionalsColumbus, OH
New Jersey City UniversityOnly school in the state with graduate courses in professional financial planningJersey City, NJ
Pennsylvania State University - BehrendCampus-based Knowledge Park research facility provides internship opportunitiesErie, PA
San Diego State UniversityGraduates actively recruited by financial service companiesSan Diego, CA
South Dakota State UniversityLargest university in South DakotaBrookings, SD
Texas Tech UniversityFinancial planning students can apply for variety of scholarshipsLubbock, TX
University of GeorgiaFirst state-chartered university in the U.S.Athens, GA
Winthrop UniversityStudents can analyze real companies in the Carroll Capital Markets Training and Trading CenterRock Hill, SC
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