B.S. in Personal & Family Financial Planning

Tucson, Arizona

 

INTAKE: Jan & Aug

Program Overview

The B.S. in Personal & Family Financial Planning program at the University of Arizona stands as a pillar of excellence in financial education. Offering a comprehensive curriculum, the program covers a spectrum of financial topics, empowering students with the knowledge and skills necessary for effective financial planning. Accredited and recognized by industry organizations, this program ensures that students receive a high-quality education that aligns with professional standards. The emphasis on practical application through case studies and technology integration equips graduates with the ability to excel in the ever-evolving landscape of financial services. Moreover, the program's commitment to ethical and professional standards ensures that graduates enter the workforce with the integrity and expertise needed to navigate the complexities of personal and family financial planning. This program is not just about imparting knowledge; it is a pathway for students to become ethical, skilled, and trusted financial planners, ready to make a positive impact on the financial well-being of individuals and families.

Curriculum:

  1. Comprehensive Financial Education: The B.S. in Personal & Family Financial Planning program at the University of Arizona offers students a comprehensive education in personal finance. The curriculum covers a wide range of financial topics, including budgeting, investment strategies, tax planning, estate planning, and risk management, ensuring that graduates are well-versed in all aspects of financial planning.

  2. Accreditation and Industry Recognition: This program holds accreditation from relevant accrediting bodies and is recognized by industry organizations, attesting to its high-quality curriculum and alignment with industry standards. Students benefit from a program that meets the rigorous criteria set by professional associations, enhancing their credibility and employability in the field of financial planning.

  3. Practical Application through Case Studies: The program places a strong emphasis on practical application. Students engage in real-world scenarios through case studies, simulations, and internships, allowing them to apply theoretical knowledge to solve complex financial problems. This hands-on approach ensures that graduates are not only well-informed but also adept at navigating real-life financial challenges.

  4. Technology Integration: Recognizing the role of technology in modern financial planning, the program integrates cutting-edge financial tools and software into the curriculum. Students gain practical experience using industry-standard software for financial analysis, financial modeling, and client management, preparing them for the technology-driven landscape of financial services.

  5. Ethical and Professional Standards: The program places a strong emphasis on ethical considerations and adherence to professional standards. Students are instilled with a sense of responsibility and integrity, ensuring that they approach financial planning with a commitment to the highest ethical standards. This focus prepares graduates to build trust with clients and navigate the ethical complexities of the financial planning profession.

Pollster Education

Location

Tucson, Arizona

Pollster Education

Score

IELTS: 6.5

Pollster Education

Tuition Fee

USD 39958

Entry Requirements for International Students

  1. Academic Requirements: Prospective undergraduate students are required to demonstrate a strong academic background. The University of Arizona looks for a percentage ranging from 60% to 70% in the students' previous academic records. 

  2. English Language Proficiency: 

    • IELTS (International English Language Testing System): A minimum overall score of 6.5 is required, with no individual band score falling below 6.
       
    • TOEFL (Test of English as a Foreign Language): Applicants should achieve a minimum overall score of 79 on the TOEFL iBT (Internet-based Test).
       
    • PTE (Pearson Test of English): The university requires a minimum overall score of 53 in the PTE Academic.
       
    • DET (Duolingo English Test): Prospective students must attain a minimum overall score of 105 in the Duolingo English Test.

The University of Arizona offers a range of scholarships and financial aid opportunities for international students to support their academic journey. These scholarships are designed to recognize and reward outstanding academic achievements, leadership potential, and diverse backgrounds. 

  1. Global Wildcat Scholarship: The Global Wildcat Scholarship is a merit-based scholarship available to incoming international undergraduate students. It provides partial tuition waivers for up to four years of study. Selection is based on academic excellence, leadership qualities, and contributions to the community.

  2. International Tuition Awards: The International Tuition Awards are merit-based scholarships offered to international undergraduate and graduate students. These awards provide partial tuition waivers and are renewable for multiple years. Eligibility is based on academic achievement, extracurricular involvement, and potential to contribute to the university community.

  3. International Student Tuition Discount: The University of Arizona offers a tuition discount to international students from select countries. The discount reduces the out-of-state tuition rate to a more affordable level, making it more accessible for international students to pursue their education at the university.

  4. Graduate College Fellowships: The Graduate College at the University of Arizona offers several fellowship programs for international graduate students. These fellowships provide financial support for tuition and living expenses. The eligibility criteria and award amounts vary depending on the specific fellowship program.

  5. College-Specific Scholarships: Various colleges and departments within the University of Arizona offer scholarships specifically tailored to international students in their respective fields of study. These scholarships may be based on academic achievement, research interests, or professional goals. Students can inquire with their specific college or department for available scholarship opportunities.

  6. External Scholarships: The University of Arizona encourages international students to explore external scholarship opportunities. There are numerous scholarships provided by organizations, governments, and foundations that international students can apply for. The university's scholarship office can provide guidance and resources to help students identify and apply for external scholarships.

It is important for international students to note that scholarship availability, eligibility criteria, and application deadlines may vary. 

The B.S. in Personal & Family Financial Planning program at the University of Arizona prepares graduates for a diverse range of rewarding careers in the financial services industry. With a strong foundation in financial planning principles, ethics, and practical skills, graduates are well-positioned to make a positive impact on the financial well-being of individuals and families while building successful and fulfilling careers in the field.

  1. Financial Planner/Advisor: Graduates can pursue roles as Financial Planners or Advisors, guiding individuals and families in making informed financial decisions. They provide comprehensive financial analyses, create customized plans, and offer ongoing advice to help clients achieve their financial goals.

  2. Wealth Management Analyst: Wealth Management Analysts specialize in managing the financial assets of high-net-worth individuals and families. Graduates may work for financial institutions or wealth management firms, assisting clients in growing and preserving their wealth.

  3. Estate Planning Consultant: With expertise in estate planning, graduates can become Estate Planning Consultants. They assist clients in structuring their estates, minimizing tax implications, and ensuring the smooth transfer of assets to heirs in accordance with legal regulations.

  4. Insurance Planner: Graduates may choose to specialize in insurance planning, working as Insurance Planners. They help clients assess their insurance needs, recommend suitable policies, and ensure that individuals and families are adequately protected against various risks.

  5. Employee Benefits Specialist: Many organizations seek professionals with expertise in employee benefits. Graduates can become Employee Benefits Specialists, assisting companies in designing and managing employee benefit programs, including health insurance, retirement plans, and more.

  6. Tax Consultant/Advisor: With a focus on tax planning, graduates can pursue careers as Tax Consultants or Advisors. They provide guidance on tax strategies, help clients minimize tax liabilities, and stay abreast of changes in tax laws and regulations.

  7. Financial Analyst: Graduates may work as Financial Analysts, analyzing market trends, evaluating investment opportunities, and providing data-driven insights to clients or organizations. They play a crucial role in supporting financial decision-making processes.

  8. Retirement Planning Specialist: As Retirement Planning Specialists, graduates assist individuals in preparing for retirement. They evaluate pension plans, recommend investment strategies, and help clients create retirement income streams that align with their financial objectives.

  9. Credit Counselor: Graduates may choose to become Credit Counselors, assisting clients in managing debt, improving credit scores, and developing strategies for financial stability. They may work for financial counseling agencies or as independent consultants.

  10. Financial Educator: Some graduates may opt for roles as Financial Educators, working in educational institutions, community organizations, or corporate settings. They conduct financial literacy workshops and seminars to empower individuals with essential financial knowledge.

  11. Client Relationship Manager: Graduates can pursue positions as Client Relationship Managers, building and maintaining relationships with clients. They serve as a point of contact, addressing client needs, and ensuring a high level of satisfaction with financial planning services.

  12. Entrepreneurial Ventures: Entrepreneurially-minded graduates may choose to establish their own financial planning practices, consultancy firms, or start-ups focusing on innovative solutions in the personal and family financial planning space.


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