Financial Planning Program University of Wisconsin Green Bay

The Personal Financial Planning Program at UW–Green Bay offers both a major and a minor, preparing students to become confident, ethical, and purpose-driven financial professionals. As a CFP® Board Registered Program, we provide the academic foundation required to sit for the CERTIFIED FINANCIAL PLANNER™ exam—one of the most respected credentials in the profession. Our curriculum integrates the technical skills of investment, tax, retirement, insurance, and estate planning with emerging areas like behavioral finance, financial psychology, and client communication. Beyond the classroom, we empower students through hands-on learning, real-world casework, and robust professional development. Students gain access to employers, internship and scholarship opportunities, and career pathways through our strong network of industry partners. We host topic-driven presentations by leading professionals across financial services and personal financial planning. Whether you're launching a career in financial advising, planning to enter fintech or wealth management, or pursuing a mission-driven financial counseling path, UW–Green Bay’s Personal Financial Planning Program will help you align your knowledge, values, and goals to make a meaningful impact in the lives of others.