Overview

The Financial Planning programme at Temple University provides students with a comprehensive foundation in managing financial resources to help clients achieve their long-term goals. This Bachelor of Business Administration combines rigorous analytical finance training with the interpersonal communication skills necessary for professional consultancy. Students learn to navigate complex economic landscapes while developing tailored recommendations for diverse portfolios.

Why Financial Planning at Temple University?

Studying at the Fox School of Business offers students access to a prestigious institution that has maintained AACSB accreditation since 1934. The curriculum is specifically designed to meet the educational requirements for the Certified Financial Planner (CFP) exam, a premier industry designation. Students benefit from cutting-edge financial software and the Bloomberg Experiential Learning Partner status, which integrates real-world data and analytics into the classroom.

The university provides extensive networking opportunities through student organisations such as the Temple Finance Association and the Financial Planning Association. These groups connect learners with industry leaders and offer hands-on experience through the William C. Dunkelberg Owl Fund, a student-managed investment portfolio. Additionally, global immersion programmes allow students to study business practices at international sites in Rome, Japan, and Spain.

Tuition Fee Breakdown

International fee: USD 44400 per year
National fee: USD 44400 per year
Local fee: USD 24456 per year

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

Syllabus

The curriculum focuses on the core pillars of wealth management and financial consultancy. Modules may include:

Financial Planning
Insurance, Benefits and Retirement Planning
Security Analysis and Benefit Planning
Tax, Estate and Trust Planning
Investment Allocation
Income Tax Planning
Employee Benefits Planning

Careers with Financial Planning

Graduates are well-positioned for high-demand roles in a growing industry, supported by the Fox Center for Student Professional Development. The programme prepares individuals for careers as financial advisors, wealth managers, budget analysts, and financial examiners. The university’s strong corporate links facilitate placements in major firms across the financial services sector.

Alumni have secured positions at prestigious organisations, including:

Vanguard
Bank of America
Charles Schwab
Citizens Bank
Northwestern Mutual
AXA Advisors
Lincoln Investment Planning

Programme Structure

Courses:

Financial Planning;

Insurance, Benefits and Retirement Planning;

Security Analysis and Benefit Planning;

Tax, Estate and Trust Planning.

Key information

Duration

Part-time
- 48 months

Start dates & application deadlines

Starting 2027-01-11 00:00:00
- Apply before 2026-11-01 00:00:00
Starting 2027-08-24 00:00:00
- Apply before 2027-06-30 00:00:00

Language

English

Duolingo English Test

110

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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

Online

Campus Location

Philadelphia, United States

Disciplines

Business Administration Financial Mathematics View 7 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

110

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

Transcripts

Standardized Test Scores

Extracurriculars

Essay: submit an essay that reveals more about you than your grades and standardized test scores. The essay should be at least 250 words.
Apply as an international student if you hold or will need to obtain a nonimmigrant visa, including a student (F-1) or an exchange visitor (J-1) visa.

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

44400 USD / year

≈ 44400 USD / year
Out-of-State

44400 USD / year

≈ 44400 USD / year
Domestic

Applies to you

In-State

24456 USD / year

≈ 24456 USD / year

Funding

In order for us to give you accurate scholarship information, we ask that you please confirm a few details and create an account with us.

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

Funding

Scholarships Information

Available Scholarships

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