Program Description

Interested in helping people plan for their financial futures? Take a look at the personal financial planning major at Western Michigan University, where you’ll gain the knowledge of valuation of securities, insurance, estate and retirement planning, and employee benefits. Nationally recognized by Financial Planning Magazine and certified by the Certified Financial Planner Board, this program will help you gain a strong foundation in financial planning. You will have the opportunity to apply to manage a portfolio of $2.5 million of real money in our Greenleaf Trust Trading Room, under the direction of an experienced money manager, in our Student Managed Investment Fund course, with additional opportunities to prepare for the Series 7 exam and earn Bloomberg certification.

As a personal financial planning major at Western Michigan University, you will learn interviewing and analytical skills to help you become financially savvy for your future career. You should be passionate about working with people and willing to fine tune and develop your communication skills to work with clients. Upon successful completion of the recommended coursework, you will be eligible to sit for the CFP exam.

Admission Requirements

Your transcript is the most important piece of information.  It shows what courses you’ve taken and your grades, which allows us to assess:

• Academic Preparation.  Successful students are prepared students and we want to make sure you’re ready for the rigors of college-level work.  We recommend*:
  -  4 years of English
  -  3-4 years of math (through second year algebra or pre-calculus)
  -  3 years of natural sciences (two or more with a lab component)
  -  2 years of the same foreign language
• Grade Point Average.
• Grade Trend.  How well you’ve done in your most recent courses.

IELTS Requirements

Listening	Reading	Writing	Speaking	Overall
6	6	6	6	6

Remarks:

• Yearly tuition fee is given
• I20(Visa Letter) can be obtained only after submitting a bank statement with a balance of USD $33,688.
• Score reporting required.