Financial planning

The University of Delaware offers a comprehensive undergraduate program in Financial Planning designed to prepare students for a successful career in the financial services industry. This program provides students with a solid foundation in core financial principles, including investment strategies, retirement planning, risk management, estate planning, and tax considerations. Through a combination of rigorous coursework, practical applications, and experiential learning opportunities, students develop the skills necessary to analyze clients' financial needs, create personalized financial plans, and offer sound financial advice.

The curriculum emphasizes both theoretical knowledge and real-world practice, ensuring graduates are well-equipped to meet the demands of the financial planning profession. Students have opportunities to engage with industry-standard financial planning software, participate in internships, and earn professional certifications such as the Certified Financial Planner (CFP) designation. The program also covers ethical standards and regulatory frameworks governing financial advice, fostering a sense of responsibility and professionalism in future advisors.

At the University of Delaware, students benefit from experienced faculty members who are experts in finance and financial planning, state-of-the-art facilities, and an active network of alumni and industry partners. The program prepares students for diverse career paths, including financial advising, wealth management, estate planning, insurance consulting, and retirement planning. By the conclusion of the program, graduates will possess the technical knowledge, ethical grounding, and practical experience needed to excel as financial planning professionals, helping individuals and organizations achieve their financial goals.

FRESHMAN

SOPHOMORE

JUNIOR

SENIOR

• Apply through the Common Application
• Secondary School Transcripts
• TOEFL or IELTS. Submit an official TOEFL or IELTS score. The minimum required TOEFL score is 90 (TOEFLibt) or 570 (paper).  Applicants to the Nursing major must have a minimum TOEFL score of 100 (TOEFLibt) or 600 (paper). An IELTS score of 6.5 or better may be submitted in place of a TOEFL score. The TOEFL code for Delaware is 5811.
• SAT or ACT. If you are applying for scholarship awards, you must submit SAT or ACT scores.
• Letter of Recommendation. Submit two letters of recommendation through the Common Application by people familiar with your academic achievements.
• Essays. Submit an essay responding to the prompt on the Common Application. Remember, a great story can set your application apart.

The University of Delaware offers comprehensive financial planning programs designed to prepare students for careers in personal financial advising, wealth management, and financial consulting. The curriculum emphasizes a strong foundation in financial theory, investment strategies, risk management, tax planning, retirement planning, estate planning, and ethical considerations in financial advising. Students enrolled in the program gain practical skills through case studies, internships, and simulation exercises that mirror real-world financial decision-making processes. The program aims to develop critical thinking, analytical abilities, and effective communication skills necessary for success in the financial planning industry.

Financial planning students at the University of Delaware benefit from access to state-of-the-art resources, including advanced financial analysis software, simulation labs, and dedicated faculty with extensive industry experience. The university fosters partnerships with financial institutions, offering students internship opportunities to gain hands-on experience, network with professionals, and build a solid foundation for future employment. The program also provides certification preparation courses for industry designations such as the Certified Financial Planner (CFP) credential, enhancing graduate employability and professional credibility.

In terms of financing study options, the University of Delaware offers several avenues to support students financially. These include merit-based scholarships, need-based financial aid, federal grants, and work-study programs. Scholarships are awarded based on academic achievement, leadership qualities, and financial need, providing vital assistance in managing tuition and living expenses. The university's financial services office provides personalized guidance to help students navigate available aid options and complete the Free Application for Federal Student Aid (FAFSA). Additionally, many students choose to supplement their studies through part-time employment on or near campus, which the university facilitates through job placement services.

The university also encourages students to explore external funding sources, including private scholarships and educational loans, to finance their education. Many students rely on federal and private loans, which are available with favorable terms to enable access to higher education without immediate financial burden. The university's financial planning program lays a strong emphasis on financial literacy, empowering students to manage their educational expenses effectively and prepare for their careers by understanding financial markets, investment strategies, and personal financial management.

Overall, the University of Delaware's financial planning program combines rigorous academic coursework with robust financial support options, ensuring that students are well-equipped academically, professionally, and financially to succeed in the competitive field of financial advisory services.

The University of Delaware offers a comprehensive program in financial planning designed to prepare students for successful careers in the financial services industry. This program combines rigorous coursework in finance, economics, and personal finance to equip students with the skills necessary to assist individuals and organizations in managing their financial resources. Students will learn about investment planning, retirement planning, estate planning, risk management, and the laws and ethics that govern financial advising. The curriculum emphasizes practical application through case studies, simulations, and internships, enabling students to develop real-world problem-solving skills. The program also prepares students to sit for various professional certifications, such as the Certified Financial Planner (CFP) designation, which is highly valued in the industry. Faculty members are experienced finance professionals and academics who bring current industry insights into the classroom, ensuring that students receive relevant and up-to-date education. The program supports a strong network of alumni and industry connections, providing students with opportunities for mentorship, internships, and employment after graduation. With the increasing demand for qualified financial planners, this program aims to produce competent, ethical, and innovative professionals ready to serve clients across diverse financial needs. Students benefit from the university's strategic location near major financial hubs and innovative technology resources, enhancing their learning experience and future career prospects.