Bachelor of Science in Financial Planning Hero Image

Build a Career in an In-Demand Industry

As many employees are now tasked with managing their own money both before and after retirement, a growing number of individuals and families need financial planners to help them make important financial decisions.

By using your financial planning skills to provide this much-needed skill to those in need of help, you’ll have access to a wide variety of career options ranked high in job satisfaction.

By choosing a career in financial planning, you’ll become part of an industry that has been consistently ranked as one of the 10 best career choices, with employment opportunities on track to expand rapidly.


Hands-on Learning

As a Lerner College financial planning major, you will complete specialized courses in Investments, Insurance, Income Tax, Retirement Planning, and Estate Planning. Additionally, during your final semester of senior year you will complete our capstone course. The capstone course is a “real world” experience. You will work on 4 client cases throughout the semester, working closely with members of the Financial Planning Advisory Board to build financial plans for each. The board is a committee of 9 UD alumni who have built their own successful financial planning practices. This means you’ll get hands-on training that takes you through the full financial planning process from start to finish – before you even graduate.

Certified Financial Planning Accreditation

The Certified Financial Planning (CFP) Board has accredited the Lerner College’s financial planning program. Individuals who wish to take the CFP Exam must first complete a series of educational requirements. Graduates of the financial planning major at UofD will have satisfied the CFP education requirement. This means that our graduates can sit for the CFP Exam immediately after graduation.

Seminar Series

You will have opportunities throughout the year to hear from finance industry professionals from
public and private institutions such as the Securities and Exchange Commission, the Federal Reserve Bank and the nation’s top bank and trust companies like JPMorgan Chase, PNC and Wells Fargo.

Research databases

As a financial planning student you’ll have access to industry specific research databases maintained by the Department of Finance. The most commonly used databases for financial planning majors are Bloomberg, eMoney, and Morningstar.

Student Organizations

  • Blue Hen Investment Club
  • Association for Latino Professionals in Finance and Accounting
  • Financial Management Association
  • Women in Business
  • Minority Business Student Association
  • Alpha Kappa Psi Business Fraternity
  • Lerner Student Advisory Board
  • Delta Sigma Pi Business Fraternity


Suggested course sequence.

Freshman Year

semester name First semester
ECON101 Microeconomics
MATH221 Calculus I
BUAD110 Basics of Business
Social & behavioral science breadth courses
Natural science/technology breadth courses

semester name Second semester
Social & behavioral science breadth courses
ENGL110 Seminar in Composition
ECON103 Macroeconomics
Creative Arts & Humanities breadth courses
Natural science/technology breadth course with lab (4 credits)

Sophomore Year

semester name First semester
ACCT207 Accounting I (Financial)
MATH201 Statistics I
MISY160 Business Computing
History & cultural change breadth courses
Social & behavioral science-ECON course

semester name Second semester
ACCT208 Accounting II (Managerial)
MATH202 Statistics II
MISY261 Business Information Systems
FINC311 Principles of Finance
COMM212 Oral Communications in Business

Junior Year

semester name First semester
BUAD301 Intro to Marketing
BUAD306 Introduction to Service & Operations Management
BUAD309 Organizational Behavior
FINC320 Principles of Financial Planning
MATH230 Finite Math with Application

semester name Second semester
ACCT352 Business Law & Social Issues
FINC314 Investments
FINC322 Retirement Planning
Creative arts & humanities breadth course, history & cultural change breadth course or foreign language
Free elective

Senior Year

semester name First semester
ACCT413 Income Tax Accounting
FINC321 Insurance Planning
English writing requirement
Creative arts & humanities breadth course, history & cultural change breadth course or foreign language
Free elective

semester name Second semester
ACCT418 Estate Planning
FINC425 Financial Plan Development
ACCT, BUAD, ENTR, FINC or MISY electives
Free electives
Free electives

Career Opportunities

  • Financial planner
  • Paraplanner
  • Financial advisor
  • Business analyst
  • Trust officer
  • Asset manager
  • Loan officer

Learn More

Contact Richard Jakotowicz

Admissions Information

Learn more about undergraduate admissions requirements, deadlines, tuition and financial aid available to you.

Admissions & Financial Aid