Personal and Family Financial Planning Program

Lead the Way in a Growing Profession

Balance your interest in financial planning, and comfort with numbers, with your desire to help people navigate through major life decisions such as buying a house, starting a business, saving for college, and retiring with a comfortable income. Make a difference in the lives of others and secure your future with a degree in Personal and Family Financial Planning.

The PFFP major at the University of Arizona prepares you with a broad knowledge of investment planning, saving strategies, estate planning, retirement savings, family income strategies, risk management, income tax planning, and standards for professional conduct. We developed our curriculum in partnership with industry professionals who expect a high demand for the next generation of ethical and knowledgeable financial planners to protect, grow, and manage the financial assets of individuals and families. Our program is approved by the Certified Financial Planner Board of Standards.

About the Major

In this major, you’ll take part in courses that help you understand your ethical and fiduciary responsibilities, as well as elective classes focused on personal and family dynamics, so you’re able to build strong relationships with your future clients.

Sample courses:

  • Personal and Family Risk Management
  • Retirement Savings & Family Income Strategies
  • Professional Conduct and Fiduciary Responsibility

 

A Major Asset to Launch Your Career

Join the fast-growing financial planning industry, and help individuals and families achieve their financial goals. You’ll gain a deep understanding of how personal beliefs, values and lifestyle influence how we save, invest and prepare for the future. Graduates will be well-prepared to meet CFP® certification standards and to find work in financial planning and wealth management either as independent professionals or as part of a larger organization.

Career Opportunities

Financial Planner: Work with individuals and families to organize their finances. You’ll advise clients about how to reach their financial goals, including saving, investing and preparing for retirement.

Wealth Manager: Deliver a full range of financial services and products to meet the long-range financial goals and needs of your clients. You’ll combine financial and investment expertise with accounting and tax services, retirement planning and legal or estate planning. You also may provide banking services and advice on philanthropic giving.

Estate Planner: Provide advice on the management of assets, such as real estate, personal property and cash to minimize gift, estate, income and other taxes. You’ll help your clients plan for the future through devices such as wills, trusts, beneficiary designations, powers of attorney and advance directives.

Tax Advisor: Manage the tax planning needs of individuals and families including providing advice on cash flows and planning strategies to reduce tax liability. You’ll identify potential tax credits, deductions and liabilities for clients.

Retirement Planner: Use your expertise to help clients determine the best strategy to generate reliable income once they retire. Provide in-depth insight on Social Security, pensions, taxation of retirement income, annuities, reverse mortgages, health care and withdrawal approaches.

Investment Manager: Manage your clients’ investment portfolios, including measuring performance and buying and selling securities. You may complete reports and settle transactions.

Securities Trader: Buy and sell stocks and other commodities for a commission. You may work for an individual or firm to track the stock market and devise investing strategies.

Financial Analyst: Guide businesses and individuals in making investment decisions. You’ll monitor the performance of stocks, bonds and other types of investments.

Financial Services Consultant: Consult with clients in the areas of real estate, insurance and financial services. You’ll explain available services and provide advice on buying and selling.

Loan Consultant: Act as a liaison between loan applicants and financial institutions to evaluate requests. You may specialize in consumer, mortgage or commercial loans. You may work for a commercial bank, mortgage company or credit union.

Client Service Specialist: Support a team of financial advisors by coordinating account activities. You may gather data, create models, build scenarios, draft presentations, manage client investments, implement financial plans and attend client meetings.

Bank Trust Officer: Provide expertise on trust and estate issues to private banks and investment groups. You’ll serve as a liaison between trust fund clients, agencies and advisors coordinating legal, tax and financial tasks.

Entrepreneur: Drive advancements in the financial planning sector through the innovation of services, processes and business models.

You may choose to deepen your understanding and broaden your career options through graduate, business or law school.

Join Us as We Transform Our Education, Our Leadership and the Future

This degree will launch Fall 2020, please fill out a Request for Information at North Valley's website: northvalley.arizona.edu or call 602-399-9032.