Program Snapshot
Our undergraduate program focuses on curriculum that covers financial planning, retirement planning, employee benefits, estates, income tax, insurance, and investing. It provides students with the tools to evaluate financial needs, develop tailored plans, and offer informed guidance across a range of finance scenarios.
Our courses are designed to prepare you well for your certification exam. Earning your Certified Financial Planner™ (CFP®) certification is one of the most effective ways to advance your career and better serve your clients. As a CFP® professional, you’ll be prepared for a rewarding, high-demand career helping individuals achieve their financial goals.
The undergraduate minor and graduate certificate in Financial Planning are pending approval as Registered Education Programs for the Certified Financial Planner™ (CFP®) designation.
Why Choose UNO?
UNO connects classroom learning with real-world experience. In the College of Business Administration, we’re preparing a workforce of leaders who make an impact in their communities and in the global economy. You will graduate from UNO ready for the CFP exam and your career.
- Industry-connected faculty with professional experience
- Access to Omaha’s financial services sector
- Internship opportunities with local firms
- Curriculum aligned with CFP Board requirements
Current Undergraduate Program
BSBA Financial Planning Concentration
Coursework
Our courses are designed to meet CFP Board education requirements and build practical expertise.
- Fundamentals of Financial Planning
- Security Analysis & Investment Planning/Investment Principles and Practices
- Retirement Planning and Employee Benefits
- Insurance Planning
- Estates and Income Tax Planning
- Applications in Personal Financial Planning (Capstone)
