BBA in Financial Planning

***Attention students: for registration, the new prefix for financial planning courses is FIPL***

A BBA in Financial Planning prepares students for a fulfilling career helping individuals and families make smart decisions with their money. Our graduates pursue careers with large national companies as well as small local firms. Wealth Management ranked UNT as a top college for a financial planning degree and UNT students regularly place in national financial planning competitions. Successful completion of this CFP Board Registered program satisfies the education requirements and qualifies the student to sit for the industry-leading Certified Financial Planner™ exam.

Learn about the Financial Planning Minor at UNT.

You Learn
As a part of BBA in Financial Planning, students learn:
  • Risk mitigation
  • Cash flow management
  • Investment management
  • Retirement strategies
  • Financial plan creation
  • Show Me the Money
Rebecca Boyle, BBA Finance '19

Rebecca BoyleAssociate Wealth Advisor,
Buckingham Strategic Wealth

"The UNT Financial Planning program was great preparation for life after college. The combination of book learning, a real-world case study, and the opportunity to join national competitions gave me the knowledge and confidence I needed to secure my first job and pass the CFP® exam."

You Contribute
BBA in Financial Planning graduates get jobs such as:
  • Paraplanner
  • Financial Planning Specialist
  • Financial Planner
  • Retirement Planner
You Lead
Graduates continue on to leadership roles such as:
  • Wealth Manager
  • Lead Advisor
  • Senior Financial Advisor
  • Relationship Manager
Kennedye Ralph, BBA RIFS: Financial Planning '22

Kennedye RalphAssociate Wealth Advisor,
Messick Peacock & Associates

"The financial planning program at UNT has been an incredible experience from the opportunities, participation, and real world knowledge they offered. I was able to obtain multiple state licensing from the courses that were given and have full confidence to sit for my CFP® exam. I am blessed to be connected with multiple opportunities and obtain a position as an Associate Wealth Advisor at Messick Peacock & Associates before I graduated in May of 2022."

Abel Acosta, BBA RIFS: Financial Planning '22

Abel AcostaAssociate Wealth Advisor,
HFS Wealth Management

"The Financial Planning program at UNT challenged me to think about personal finance from many different perspectives while encouraging critical thinking skills to solve real world financial problems. The professors exemplified an incredible ability to use personal experiences they obtained from their time within the industry to help solidify the understanding of difficult concepts found within the financial planning process. Ultimately, the program gave me the confidence and skills needed to pursue my CFP® certification and a satisfying career as a wealth manager."

Contact an Advisor

Mark Evers
Mark Evers
Clinical Assistant Professor
FIREL Department
940-565-3620
Mark.Evers@unt.edu
BLB 331F