The financial planning concentration provides an approved, practical, and theoretical approach to personal financial planning. Successful completion of the curriculum satisfies the Certified Financial Planner Board of Standards requirements for education and helps to prepare students to take the CFP Board Examination.

The concentration provides students with information and analytical skills in financial planning, insurance, investments, portfolio management, employee and retirement benefits, tax planning, and estate planning.

• Financial Planning Brochure.pdf

Financial Planning Courses Include:

• Introduction to Financial Services
• Introduction to Risk and Insurance
• Introduction to Federal Income Taxation
• Principles of Investments
• Security Analysis & Portfolio Management
• Employee Benefits
• Estate Planning
• Cases in Financial Planning

Financial Planning Scholarship

Help us help a financial planning student!  ISU is the only CFP Board Registered Program in Indiana that offers a baccalaureate degree in business. Scholarships will help to attract and retain top quality students to the financial planning program.

Gifts of support may be made to the ISU Foundation Financial Planning Scholarship or online using the following link which will take you to the ISU Foundation giving page.

Please contact John Heintz at jheintz@indstatefoundation.org or 812-514-8464 for more information.

Financial Planner Certification

For certification as a Certified Financial Planner (CFP) go to http://www.cfp.net/

The Finance: Financial Planning concentration was introduced in the Spring 2014 semester (see news story) and its status with CFP Board reconfirmed in May 2016..

To learn more about studying personal financial planning or becoming a Certified Financial Planner professional visit http://www.cfp.net/ or email Sharon Robinson.

"All in all, every course that was required, I am applying in my job to some extent."

Financial Planning Graduate, 2014

Scholarships Awarded to Financial Planning Majors

May 20, 2016

Congratulations to Finance Program juniors Tyler Pfaff and Kaitlin Goings for their scholarship awards. Tyler, a Financial Planning Major and Financial Services Minor, was awarded the 2016 Northwestern Mutual Financial Planning Scholarship. Kaitlin, a Financial Planning Major, was awarded both the Dr. Eurico Ferreira Finance Scholarship and Forrest Sherer Scholarship​.

Indiana State Status Reconfirmed by CFP Board

May 16, 2016

Indiana State University has maintained its registration with Certified Financial Planner Board of Standards Inc. (CFP Board) to provide a financial planning program with Bachelor of Science in Finance. Students completing the financial planning program at Indiana State University will have met the education standard of the education, examination, experience, ethics and other requirements needed for CFP® certification.

“As student interest in financial planning as a career continues to grow, we anticipate that Indiana State’s program will contribute significantly to the number of qualified candidates seeking to attain the certification, the standard of excellence for competent and ethical financial planning,” said Richard P. Rojeck, CFP®, chair of CFP Board’s Board of Directors.

Today, CFP Board partners with over 360 programs at more than 225 institutions that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification. More than 70,000 individuals have currently successfully completed the initial and ongoing certification requirements.  

FPA Student Day

FPA Student Day 2016

The event, on April 21, 2016, was organized by FPA of Greater Indiana. Our students were sponsored by Focus Indiana with the help of the ISU Career Center. 

In this experience, the students “shadowed” a financial planner in the morning, and attended a networking luncheon with Secretary of State Securities Commissioner, Alex Glass and Investor Education Coordinator, Kelly Griese.