Financial Planning


About the Program

Our financial planning major will prepare you for a rewarding career in helping others plan for their financial security, give you practical experience in preparing and presenting a financial plan, and prepare you for the life and health insurance agents’ licensing examination administered by the state of Michigan.


  • Wealth Manager

    Wealth management firms offer investment management and comprehensive financial advice. Wealth managers handle complex financial issues and coordinate financial experts on behalf of clients.

  • Personal Financial Planner

    Personal financial planners assess the financial needs of individuals and help them with decisions on investments, tax laws and insurance. Advisers help clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments.

  • Budget Analyst

    Budget analysts prepare budget reports and monitor spending. They help public and private organizations plan their finances by preparing budget reports and monitoring organizational spending.

  • Financial Advisor

    A financial advisor is a professional who provides financial services to clients based on their financial situation.

Courses in the Program

BUS 320 - Income Tax Accounting
FP 350 - Prospecting and Meeting Client Needs
FP 426 - Planning for Retirement
FP 430 - Fundamentals of Estate Planning
View all courses offered in the program


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Featured Story

Andrew Todd and Stewart Manges — Leveling Up in Financial Planning

[caption id="attachment_36448" align="alignright" width="350"] Stewart Manges, left, and Andrew Todd[/caption] Seniors and best friends Andrew Todd and Stewart Manges capped…

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320 S. Main Street
Olivet, MI 49076

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