BSc in Financial Planning and Wealth Management in Virginia Beach United States | Virginia Polytechnic Institute and State University

This program prepares students for careers in financial planning and wealth management. Professionals in this field may serve individual clients and families, or handle assets for organizations like foundations, trusts, or retirement plans. Financial planners operate in both advisory roles with clients and behind-the-scenes positions involving strategy, investments, operations, and regulatory compliance. As a CFP Board-approved program, it merges standard finance coursework with the educational prerequisites needed to sit for the Certified Financial Planner (CFP) exam post-graduation. The CFP certification stands as the most prestigious credential in financial planning.
Offering financial guidance to individuals and families represents one of the fastest-expanding career paths for finance graduates, evolving beyond simple client recruitment and product promotion. Successful students need strong interpersonal abilities to build client confidence and the commitment to maintain these relationships as financial needs and economic landscapes shift. Equally important is a true passion for financial markets and instruments, coupled with the skill to communicate complex concepts in accessible ways that foster client comprehension and agreement.
Sample Starting Positions - Wealth Strategist, Client Relations Specialist, Entry-Level Planner, Financial Planning Assistant
Financial Planning Trainee, Advisory Associate, Investment Planning Analyst, Wealth Services Analyst, Planning Assistant