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A degree in PERSONAL FINANCIAL PLANNING from the UNIVERSITY OF SOUTH FLORIDA

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Page 1: A SONAL FINANCIAL PLANNING - University of … • Deliver comprehensive financial planning instruction with an emphasis on quality client service • Provide the educational requirements

A degree in

PERSONAL FINANCIAL PLANNING

from the UNIVERSITY OF SOUTH FLORIDA

Page 2: A SONAL FINANCIAL PLANNING - University of … • Deliver comprehensive financial planning instruction with an emphasis on quality client service • Provide the educational requirements

FIND OUT MORE

BUSINESS.USF.EDU

4202 E. FOWLER AVENUE, BSN 3403

TAMPA, FL 33620 - 5500

(813) 974-4281

Page 3: A SONAL FINANCIAL PLANNING - University of … • Deliver comprehensive financial planning instruction with an emphasis on quality client service • Provide the educational requirements
Page 4: A SONAL FINANCIAL PLANNING - University of … • Deliver comprehensive financial planning instruction with an emphasis on quality client service • Provide the educational requirements

EMPLOYMENT OPPORTUNITIES• Employers in the financial planning industry are seeking talent right now to support this industry expansion.

INVEST IN ONE OF THE NATION’SFASTEST GROWING PROFESSIONS

INCOME• Average midcareer salary in Florida is $119,350 (Bureau of Labor Statistics, 2016)

• Entry-level salary of $57,967 (Payscale, 2016)

SATISFACTION• Financial advisor ranks No.4 in job satisfaction, as ranked by the U.S. News and World Report Best Business Jobs list for 2014.

Page 5: A SONAL FINANCIAL PLANNING - University of … • Deliver comprehensive financial planning instruction with an emphasis on quality client service • Provide the educational requirements

Objectives• Deliver comprehensive financial planning instruction with an emphasis on quality client service• Provide the educational requirements needed to sit for the CFP ® certification examination• Provide regularly-scheduled professional networking• Implement additional skills, such as Fintech, sales, commincation, behavioral finance and ethics

Required courses for theCFP ® Certification Program

• Fundamentals of Financial Planning• Insurance Planning• Income Tax Planning• Investment Planning• Retirement Planning• Estate Planning• Financial Planning Capstone

21 Credit Hours - Two Semesters

Page 6: A SONAL FINANCIAL PLANNING - University of … • Deliver comprehensive financial planning instruction with an emphasis on quality client service • Provide the educational requirements

REASON #1

FILL THE GAPAt present, educational institutions are not generating enough graduates to fill the gaps left by retiring planners and advisors. In 2016, the Bureau of Labor Statistics projected a growth of 30 percent for personal financing planning, outpacing most occupations. The industry gap left by these retiring personal financial planning professionals will create a large need for new graduates in this profession.

WHY STUDY PERSONAL FINANCIAL PLANNINGAT USF?

Page 7: A SONAL FINANCIAL PLANNING - University of … • Deliver comprehensive financial planning instruction with an emphasis on quality client service • Provide the educational requirements

REASON #2

TRAINED FOR HIRETraining new hires in-house is expensive for financial services firms, and the average retention rate amoung those new hires ranges from 30 to 75 percent. Graduates from USF’s Personal Financial Planning program will receive industry-specific training, which sets our graduates apart from the competition because they will be able to hit the ground running and require less training.

Page 8: A SONAL FINANCIAL PLANNING - University of … • Deliver comprehensive financial planning instruction with an emphasis on quality client service • Provide the educational requirements

REASON #3

BUILT-IN NETWORKEach USF personal financial planning student is partnered with an industry professional as part of the USF Muma College of Business Corporate Mentor Program. Additionally, industry-specific training within the undergraduate program will be overseen by partners of the program. These strategic partners will get to know and work with personal financial planning students before they graduate.