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.

School Overviews

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

School Highlight: CLU offers an accelerated online program option.

California Lutheran University was ranked 15th among regional universities in the West by U.S. News & World Report in 2015. 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

School Highlight: The financial planning department emphasizes experiential learning through internships.

The University of Georgia was ranked 20th among top public schools in 2015 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

School Highlight: SDSU was named among the top ten 'Stand Out Financial Planning Schools' by Financial Planning magazine.

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.

Top U.S. Schools with Financial Planning Services Programs

School Name Distinction Location
Florida State University Online non-credit certificate program designed for working professionals Tallahassee, FL
Franklin University Leadership Center offers symposiums, presentations and activities to students and professionals Columbus, OH
New Jersey City University NJCU houses the award-winning Student Investment Management Group Jersey City, NJ
Pennsylvania State University - Behrend Campus-based Knowledge Park research facility provides internship opportunities Erie, PA
South Dakota State University Largest university in South Dakota Brookings, SD
Texas Tech University Financial planning students can apply for variety of scholarships Lubbock, TX
Winthrop University Students can analyze real companies in the Carroll Capital Markets Training and Trading Center Rock Hill, SC

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