Personal Financial Planning

Bachelor of Science | School of Business
Edinboro University

Take the first step in becoming a Certified Financial Planner™.

If you’re interested in a career as a personal financial planner, wealth manager or investment advisor, Edinboro’s Personal Financial Planning program is the place to start. Our program is registered with the Certified Financial Planner Board of Standards, Inc. That means you’ll have the educational requirements necessary to sit for the CFP exam.

In the School of Business at Edinboro University, you’ll learn in small classes taught by faculty with professional experience. They will help you gain a sound understanding of topics like money and banking, investment analysis and federal income tax regulations. They will also provide insight into the diversified functions of business, from accounting and economics to finance, marketing and business law.

After passing your certification exam, you’ll be ready to help individuals make educated financial decisions on a wide range of topics, from mortgages and insurance to college and estate planning, taxes and retirement.

Expert Faculty

Accomplished faculty instruct, guide, and inspire Edinboro students to achieve and lead. EU faculty are recognized for their commitment to student success and creating a personal and engaging academic environment.

Experiential Learning

The Edinboro experience extends well beyond the classroom. EU students prepare for careers and life through opportunities for hands-on learning, collaborative research with faculty, global travel, and internships.

Modern Facilities

Fighting Scots live, work, and play in state-of-the-art facilities on EU’s picturesque 585-acre campus. Located just 20 miles south of Erie, Pennsylvania’s fourth-largest city, Edinboro is bustling with exciting activities.

Gain an edge for graduate school or the competitive job market.

Edinboro’s Personal Financial Planning concentration is registered with the CFP Board and accredited by the Accreditation Council for Business Schools & Programs (ACBSP), which accredits quality business programs across the globe.

Why choose Edinboro?

As a Personal Financial Planning major at Edinboro, you can become an IRS-certified tax preparer and provide a service to your community by volunteering to help low-income residents prepare their income taxes through the Erie FREE Taxes program. You will also earn valuable internships at personal financial planning firms and financial service companies, and you will have the opportunity to participate in faculty-led trips to career fairs and professional conferences. Recent trips include:

Financial Planning Association’s Annual Conference in Nashville, TN.

Vanguard EXPLORE Day in Malvern, PA.

FPA NCA Career Day near Washington, DC.

CFA Society of Pittsburgh’s Career Fair in Pittsburgh, PA.

Visits to financial planning firms in Erie, Pittsburgh, Cleveland and Buffalo.

The future is promising.

According to the U.S. Bureau of Labor Statistics, employment of personal financial advisors is projected to grow 14% from now to 2026, faster than the average for all occupations. With a Personal Financial Planning degree from Edinboro University, you’ll be prepared to take your CFP exam and find employment in personal financial planning firms, banks, insurance companies and other commercial enterprises.

A recent alumni survey shows that 100% of our graduates have found jobs or been accepted to graduate school within six months of graduation. Some of our alumni enjoy rewarding careers at companies such as:

Allegheny Financial

Erie Insurance



Northwestern Mutual

State Farm


Charles Schwab

Prepare for a rewarding career.