Financial Planning Center

The Financial Planning Center provides personalized and practical financial coaching to University of Delaware students, faculty and staff at no cost. Our mission is to promote confident financial decision-making for UD students and employees, while providing experiential learning for the next generation of financial planners.

The center was established with support from Charles Schwab to be a resource to the university community.

For Students

Seniors in the financial planning major will meet with fellow students to help them with student loan repayment strategies and navigate job offer benefits such as purchasing insurance, investing in a 401(k), and other key financial decisions as students prepare for life after graduation.

For Employees

University employees will meet one-on-one with a senior in the financial planning major and a certified financial planner™ professional to discuss retirement planning, investments and tax planning. These sessions also serve as live learning labs for financial planning students, who will observe them to gain real-world experience.
 

Contact Us

You can find us in the FinTech Innovation Hub on STAR Campus.

591 Collaboration Way
4th Floor, Room 404
Newark, DE 19713

For more information, please schedule a meeting with us.