About our PFP Minor

Wealth is Health

Money makes people’s lives better.

Financial planning is not just about money – it’s about people too. By empowering people with tools and education, you can improve financial wellness so they can achieve their goals. If you have the curiosity and passion to transform people’s lives through money, our minor is right for you!

Explore Courses

Join the Club

Regardless of your major, our Personal Financial Planning Association welcomes young professionals who want to learn more about managing money.

Get Involved

Pick Your Major

A minor in personal financial planning expands your options and broadens your knowledge, and pairs well with many majors.

Explore Our Programs

Invest Real Money

Our program works with the Willie D. Davis Finance and Investment Lab to see two different sides of investing – from investment management to personal finances.

Discover the Lab

What is Financial Planning?

Because our field is essential to improve people's lives, ethics plays a large part in our work. You’re partly responsible for someone’s financial health, which can help them achieve their life goals. As a financial planner, you develop relationships with clients to provide advice and education in:

Financial Psychology.
Retirement savings and income planning.
Tax and estate planning.
Household risk management and insurance planning.
College Planning
Establishing and wisely using credit.
Cash and Credit Management.
Investment planning.

Explore Careers

Let's Connect

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.