Minor in Personal Financial Planning (PFP)
Our minor in personal financial planning enhances your marketability.
Make a solid investment in your future. Prepare for a successful career helping people achieve their life goals through financial planning. And, as a CFP Board Registered Program, we provide the educational requirements needed to sit for the Certified Financial Planner™ exam.
Local companies large and small are investing in our students.
Demand created this program – organizations in Northeast Wisconsin and across the nations support the development and entrance of young diverse talent to the financial planning profession. Because they’re committed to hiring local talent, these companies have partnered with our program so you can receive access to conferences and mentorship, internship opportunities and paths to future careers.
Financial Planning Day
April 15, 2024 • 1-8 p.m. • Weidner Center
Don't miss this jam-packed event where financial planning students and industry professionals meet, share ideas and plan for the future. Enjoy keynote presentations, alumni and professional panels, round-robin interviews and a networking dinner. Let's advance the financial planning profession together.
Center for Financial Wellness
Thanks to a generous donation by the Charles Schwab Foundation, the Center for Financial Wellness opened in Spring 2022. The Center provides professional financial interactions and have the potential to earn career opportunities and participate in community service through financial education to improve the well-being of our region.
Peer Financial Coaching Services
Meet with fellow students one-on-one to help you develop skills dealing with clients through financial literacy and advice, like coming up with spending plans and teaching positive saving practices.
Community Outreach Program
To improve financial literacy throughout Northeast Wisconsin, you can help provide fundamental personal finance education to community organizations and high schools.
"We are excited to see UW-Green Bay offer such an impactful financial planning program that will develop the next generation of financial advisors and expand financial literacy resources to the students and community."
Creative Planning/Partner & Private Wealth Manager
UW-Green Bay has been approved by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to provide the new financial planning program to enable our students receive a Certified Financial PlannerTM (CFP®) certification. We’re only the fourth business school in the state with a CFP Board registered program, and the only one north of Madison. With this certification, you can advance your career and support people's financial goals. The CFP Board's website provides information about the certification exam, including where and when to take it as well as practice questions.
Complete the Exam on the First Try
Gain better retention of the necessary CFP® Certification Examination information by following a tested, disciplined and experienced approach and expedite the preparation time frame in order to successfully complete the exam on the first try. At the same time, learn with a dedicated group of students and continue to build your practice.
Ask an Expert
Meet Program Director, Preston D. Cherry, Ph.D, CFP®, assistant professor of finance and the person who pioneered our personal financial planning minor. He also serves on the UW-Green Bay Council on Diversity and Inclusion. If you have questions about this minor, reach out to him.