Financial Planning

Just like businesses, individuals make informed financial decisions – be the one who helps create financial security

Available onlineAvailable as an Option

Overview

Financial Planning

Financial planning requires expertise within investments, insurance, real estate, retirement, and taxes. Financial planners work with clients to protect and grow their assets to meet current needs and long-term financial goals.

The financial planning option gives you the ability to help others with responsible planning that will lead to a comfortable, long-term, financial outlook. Financial planners are specialized career positions that are in demand broadly in finance, insurance, banking and business.

Our financial planning option provides the coursework required to sit for the Certified Financial Planner Certification exam. You'll learn the professional approach to personal financial planning covering a broad array of topics.

It is a great fit for individuals seeking interpersonal and analytical skills-oriented job opportunities. Students will have access to a wide range of career opportunities in the personal financial planning industry, and according to the U.S Bureau of Labor Statistics, personal financial advisors 2021 median pay is $94,170 per year. Most personal financial advisors work in the finance and insurance industry or are self-employed.

Financial planning is an option for online finance majors through Ecampus.

Associated Program:

The option in financial planning is available to students enrolled in the finance program.

Finance is harnessing the power of money to make things happen. Effective financing enables life-saving research, ground-breaking engineering, and building of infrastructure on which communities and nations depend. On a more personal scale, financial planning and markets enable homeownership, entrepreneurial successes, and comfortable retirements.

28+

degrees and areas of focus

85% Job placement rate

of classes have fewer than 50 students

#3

nationally for online education
US News and World Report

Financial Planning Opportunities

Study Abroad

Study Abroad

Sydney, Australia: University of Technology Sydney

Vienna, Austria: Vienna University of Economics & Business

Santiago, Chile: Universidad de Chile, Facultad Economia y Negocios

Explore study abroad opportunities >

Student organizations and clubs

Associated Clubs

Beta Alpha Psi

Financial Planning Club

Finance Club

Oregon State Investment Group (OSIG)

See all clubs >

Scholarship

Scholarships

Chevron International Experience Scholarship

David M. Gazeley Scholarship

McNeal Family Accounting Scholarship

Pattee Family Accounting Scholarship

See all scholarship opportunities >

Careers

Possible Careers

Associate Advisor

Client Service Advisor

Personal Financial Planner

Wealth Management Advisor

‘The Terminator’ among the angels

The Terminator is an Honors College graduate, a veteran Oregon State Investment Group officer and health care sector analyst, a 2018 outstanding senior in Finance, and a double major in International Finance and Mathematical Economics.

When the seasoned investors in the room grew quiet, she was the one — a teenager at the time — who spoke her mind against funding a company and moved the group toward a better investment.

“I learned so much through the Accelerator and found a passion for the startup space,” Marzi said. “I really enjoyed researching companies and markets and helping entrepreneurs make meaningful decisions to find success in their ideas.”

Read More

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Follow the same patterns of extracurricular activities that you develop here as you progress on your career path.

Sean Edwards, ‘01
Bank of America SVP - Credit Products Manager

Where our graduates work

Graduates from the college's finance program have become financial analysts, business process analysts, quality control managers, auditors, consultants, teachers, personal financial planners and more.

  • Adecco
  • Cambia
  • Cambia Health Solutions
  • Compucom
  • Daimler
  • Dell
  • Deloitte
  • Huron Health Care
  • Intel
  • Nike
  • Odom
  • Portland General Electric
  • Providence Health Services
  • Puppet Labs
  • Salesforce
  • Schnitzer
  • The Standard
  • Umpqua Bank

Here's why you should be a College of Business student

A success plan for life

Professional, personal and leadership skills form the backbone of successful careers. Blueprint, our award-winning series of classes, is focused on professional and leadership development and financial literacy. With Blueprint, you’re on track to graduate on time, with the skills and network to choose your career, and the savvy to make the big decisions at the right time.

We're not just business; we're family

Our first-year students live in one of our business-themed residence halls. This learning-focused, student-first, open-door culture makes the big Oregon State campus feel like the supportive place it is – and feel a lot smaller and easier to navigate than you might think.

We’re the only college at OSU that has a dedicated Career Success Center for our students. We help you find an internship, write a resume and find a job.

Ranked and accredited

Oregon State is ranked in the top five for online education with U.S. News & World Report. The College of Business overall, as well as our accounting program, is accredited by AACSB International – the Association to Advance Collegiate Schools of Business. AACSB International is the premier accrediting agency for degree programs in business and accounting.

Discover the OSU difference