Overview

The Personal and Family Financial Planning program from The University of Arizona introduces students to the core elements of financial planning and wealth management. Students enhance their studies with courses in law and ethics, personal and family dynamics, retirement strategies, risk management, federal income taxation and tax codes, professional conduct, fiduciary responsibility, investments and more.

The capstone project challenges students to create and present a comprehensive financial plan centered on data provided during the course. The University of Arizona's Personal and Family Financial Planning program also requires an internship, so students gain on-the-job experience they can apply to future clients and employers.

Career

Financial Planner
Wealth Manager
Estate Planner
Tax Advisor
Retirement Planner
Investment Manager
Securities Trader
Financial Analyst
Financial Services Consultant
Loan Consultant
Client Service Specialist
Bank Trust Officer
Entrepreneur

Programme Structure

Courses include:

Risk Management and Insurance Planning

Personal and Family Estate Planning

Professional Conduct and Fiduciary Responsibility

MS Excel and Retail Business Analysis
Basic Economic Issues

Key information

Duration

Full-time
- 48 months

Start dates & application deadlines

Starting 2027-01-13 00:00:00
- Apply before 2026-11-01 00:00:00 , International
- Apply before 2026-11-03 00:00:00 , National
Starting 2027-08-24 00:00:00
- Apply before 2027-04-01 00:00:00

Language

English

Duolingo English Test

100

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TOEFL^® IBT

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PTE Academic

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IELTS

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Credits

120 SCH

Delivered

On Campus

Campus Location

Tucson, United States

Disciplines

Family & Consumer Science Banking View 41 other Bachelors in Banking in United States

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Academic requirements

We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.

English requirements

Duolingo English Test

100

Take A Free Practice Test!

TOEFL^® IBT

Schedule TOEFL®

PTE Academic

Schedule a PTE test!

IELTS

Prepare for Your English Test

Cathoven AI IELTS Preparation

Learn your IELTS Score

AI-powered IELTS feedback. Clear, actionable, and tailored to boost your writing & speaking score. No credit card or upfront payment required.

Trusted by 300k learners
98 accuracy using real exam data
4.9/5 student rating

Other requirements

General requirements

Assured Admission for Residents & Non-Residents:

Rank in the top 25% of your graduating class, OR

Have a 3.0 unweighted GPA through your sixth semester in the core competency requirements

The University of Arizona admissions team welcomes students who don’t meet assured admission requirements and who will bring unique life experiences and personal achievements to our campus community.

There are a few things the admissions team takes into consideration for admission, such as:

Class rank
Strength of curriculum
Performance in curriculum
Grade point average in required core coursework

Optional materials (SAT/ACT scores, resumé, and personal statement)

Extracurricular Factors:

Leadership, service, work experience and extracurricular activities
Personal characteristics, attributes, and talents

The ability to benefit from and contribute to a diverse and challenging learning environment
Personal Statement: optional

Tuition Fees

Tuition fees are shown in and the most likely applicable fee is shown based on your nationality.

International Applies to you

Applies to you

Non-residents

43100 USD / year

≈ 43100 USD / year
Out-of-State

43100 USD / year

≈ 43100 USD / year
Domestic

Applies to you

In-State

13900 USD / year

≈ 13900 USD / year

Living costs

Tucson

United States

830 - 1140 USD / month

The living costs include the total expenses per month, covering accommodation, public transportation, utilities (electricity, internet), books and groceries.

Funding

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Scholarships Information

Below you will find Bachelor's scholarship opportunities for Personal and Family Financial Planning.

Available Scholarships

You are eligible to apply for these scholarships but a selection process will still be applied by the provider.

About

Overview

Career

Programme Structure

Key information

Duration

Start dates & application deadlines

Language

Prepare for Your English Test

Credits

Delivered

Campus Location

Disciplines

What students do after studying

Academic requirements

English requirements

Prepare for Your English Test

Other requirements

General requirements

Tuition Fees

International Applies to you

Domestic

Living costs

Tucson

Funding

Need help with your student visa?

Scholarships Information

Available Scholarships

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