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Minor in Personal Financial Planning (PFP)

Diversify Your Degree

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.

See Your Path to Degree
Female works on finances at desk

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Begin your journey to get the education and experience you need for a rewarding and successful career.

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In-Demand

More and more, people are recognizing that financial health is as important for a good life as physical health.

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Cost

You know the importance of planning your finances—figure out what your degree costs to ensure financial stability for your future.

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Capitalize on Connections

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.

About PFP
Business Space Opening ReceptionUW-Green Bay business students visit WIPFLI in Green Bay.Outside view of Charles Schwab Center for Personal Financial PlanningFemale accountant works with client on finances

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.

Visit CFW

Students meet one on one to learn financial counseling

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.

Students gather around table

Community Outreach Program

To improve financial literacy throughout Northeast Wisconsin, you can help provide fundamental personal finance education to community organizations and high schools.

"Need Help?" post it note placed on tax paper

VITA Tax Preparation

Volunteer to provide free tax preparation for those in need through our volunteer income tax assistance program here at UW-Green Bay.

Become a Volunteer
Benjamin Hayes

Bright
Financial Future

"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."

Benjamin Hayes
Creative Planning/Partner & Private Wealth Manager

Certified

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.

Access Resources from the CFP Board

UW-Green Bay Press Release

Preston Cherry

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.

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