BBA in Risk, Insurance, & Financial Services: Financial Planning Track

A BBA in RIFS: 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 program satisfies the education requirements and qualifies the student to sit for the industry-leading Certified Financial Planner™ exam.

You Learn

As a part of BBA in RIFS: Financial Planning, students learn:
  • Risk mitigation
  • Cash flow management
  • Investment management
  • Retirement strategies
  • Financial plan creation
  • Personal Finance
Rebecca Boyle, BBA Finance '19
Associate Wealth Advisor,
Buckingham Strategic Wealth

Rebecca won the IARFC National Financial Planning competition in 2019 and had this to say about her time at UNT:

"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."

Kennedye Ralph, BBA Risk, Insurance, & Financial Services: Financial Planning '22
Associate 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
Associate 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."

You Contribute

BBA in RIFS: 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

Contact an Advisor

Mark Evers
Lecturer
FIREL