Overview

The Financial Planning programme at the University of Minnesota provides students with the essential tools to create sophisticated financial strategies for a diverse range of clients. This bachelor degree focuses on a holistic approach to wealth management, ensuring graduates can navigate complex economic landscapes with integrity. Students develop the expertise required to analyse investments and manage risks effectively within a professional framework.

Why Financial Planning at the University of Minnesota?

Students benefit from a curriculum led by industry experts who bring real-world experience from active financial practices directly into the classroom. The University of Minnesota offers unique networking opportunities through the Financial Planning Club and participation in the Financial Planning Association of Minnesota’s annual symposium. These connections help students build professional relationships before they graduate.

The Labovitz School of Business and Economics provides a dedicated internship programme that facilitates over 200 placements annually. Students gain hands-on experience at prestigious organisations such as 3M, UnitedHealth Group, and Target. Additionally, the Passport Program helps students refine their professional readiness and soft skills, ensuring they are prepared for the competitive business environment.

Tuition Fee Breakdown

International fee: USD 20950 per year
National fee: USD 20950 per year
Local fee: USD 15200 per year

Visit the Fees and Funding section for a breakdown in your local currency.

Syllabus

The curriculum covers a broad spectrum of financial services and wealth management strategies. Modules may include:

Financial Planning
Investment Analysis
Risk Management
Retirement Planning
Insurance Policies
Estate Planning
Financial Technologies

Careers with Financial Planning

Graduates are well-prepared for various roles within the financial services sector, focusing on personal and corporate wealth management. The programme provides a strong foundation for those pursuing careers as personal financial advisors or registered investment advisors. Students often find success in specialised areas such as retirement and estate planning, helping clients secure their financial futures.

The University of Minnesota maintains strong links with the industry, and graduates frequently secure positions at leading national and international firms. The combination of technical financial knowledge and professional networking opportunities ensures that students are highly sought after by employers in the financial planning and investment sectors.

Programme Structure

Courses include:

Individual Income Taxation

Investment Fundamentals

Risk Management and Insurance

Employee Benefit and Retirement Planning

Estate Planning Concepts and Strategies

Financial Plan Development

Key information

Duration

Full-time
- 48 months

Start dates & application deadlines

Starting 2027-09-08 00:00:00
- Apply before 2027-01-01 00:00:00

Language

English

Duolingo English Test

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Credits

120 SCH

Delivered

On Campus

Campus Location

Minneapolis, United States

Disciplines

Financial Mathematics View 62 other Bachelors in Financial Mathematics 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

105

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

Submit your one-time $50 non-refundable application fee.

Original or certified copies of ALL secondary (high school) records must be issued by the school in a sealed envelope and mailed to the university.

Proof of English Proficiency.

Photocopy of Passport: only required if a student is in need of an I-20 form for F-1 student visa.

International students who will be studying at UMD on an F-1 visa are required to submit a completed Financial Certification Statement.

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

20950 USD / year

≈ 20950 USD / year
Out-of-State

20950 USD / year

≈ 20950 USD / year
Domestic

Applies to you

In-State

15200 USD / year

≈ 15200 USD / year

Additional Details

International: the cost includes tuition and fees and is for last year. Costs are calculated differently due to visa requirements.

Living costs

Minneapolis

United States

1130 - 2045 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 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

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

Additional Details

Living costs

Minneapolis

Funding

Need help with your student visa?

Scholarships Information

Available Scholarships

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