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Financial Counseling and Planning

Purdue University in West Lafayette

This program is ranked by Wealth Management.com as one of the Top 20 Colleges for Financial Planning. In financial counseling and planning, you'll learn how to combine your financial aptitude with communication skills to help others achieve financial security. If you’re interested in helping individuals and families improve their lives through financial literacy this program may be the perfect fit for you. 

Courses are taught by faculty who bring a combination of theory, research, and the most up-to-date business practices into the classroom. The program is registered with the Certified Financial Planner Board, and successful completion of the program satisfies the education component of the CFP® certification process.

Within financial counseling and planning, students have the opportunity to complete many hands-on opportunities that prepare graduates to succeed in the workforce. Students use the latest industry software and technology, complete an internship, and compete in case study competitions; many students also join the "Financial Planning Association" student chapter at Purdue. The Division of Consumer Science hosts a career fair each year, drawing more than 60 employers to campus.

The major coursework for the financial counseling and planning major includes personal finance, consumer investments and savings decisions, estate planning, ethics in financial planning, federal tax law, retirement planning, and risk management, along with accounting consumer behavior, business law economics, leadership, marketing, and statistics.

Plan of Study

Financial Counseling and Planning, BS
Financial Counseling and Planning Webpage

Transfer to Financial Counseling and Planning

Purdue admits to individual majors. Transfer students must meet Purdue's overall transfer criteria, as well as any major-specific requirements. Before you apply, check the closed programs page to confirm this major is open to transfer students. If it is, refer to the information below for major-specific transfer criteria.

Minimum GPA: 2.0

Also: Completion of one semester of personal finance course with a grade of C or better.

Contact Information

HHS Undergraduate Student Services
(765) 494-8533

College of Health and Human Sciences

Careers in Financial Counseling and Planning

  •   Bank trust officer
  •   Business and financial analyst
  •   Employee benefits administrator
  •   Entrepreneur, business owner
  •   Financial aid director
  •   Financial counselor
  •   Financial planner
  •   Insurance representative
  •   Loan officer
  •   Personal banker
  •   Risk analyst
  •   Stockbroker

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