Overview

The Personal Financial Planning programme at the University of South Florida provides students with the technical expertise and ethical foundation required to excel in the wealth management industry. This degree is specifically designed to address the growing demand for qualified advisors who can help individuals and families navigate complex financial landscapes. Students benefit from a curriculum that blends theoretical knowledge with practical applications in modern finance.

Why Personal Financial Planning at University of South Florida?

Choosing this programme allows students to fill a critical talent gap in an industry where the workforce is ageing and demand is rising. The University of South Florida ensures students are trained for immediate hire by using industry-standard software to build comprehensive client plans. A distinctive feature of the course is the built-in network provided through the Corporate Mentor Program, which pairs every student with an active industry professional.

The university's Muma College of Business maintains strong links with an Advisory Council comprising senior executives from leading firms like Raymond James and Northwestern Mutual. These partnerships provide students with unique insights into the profession and access to competitive internships. Furthermore, the programme offers a clear, structured roadmap for graduates to sit for the Certified Financial Planner (CFP) exam.

Tuition Fee Breakdown

International fee: USD 18416 per year
National fee: USD 18416 per year
Local fee: USD 6410 per year

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

Syllabus

The curriculum is designed to cover the core competencies required for professional certification and effective client service. Modules may include:

Financial Planning
Investment Management
Tax-Sensitive Investing
Legacy Planning
Estate Planning
Asset Protection
Retirement Plan Advising
Wealth Management

Careers with Personal Financial Planning

Graduates are well-positioned for roles in one of the fastest-growing professions in the financial sector. Employment for personal financial advisors is projected to grow significantly, with high levels of job satisfaction reported across the industry. Students often find successful career paths within Registered Investment Advisors (RIAs), retail banks, and global wealth management firms.

Potential career outcomes include roles such as Certified Financial Planner, wealth manager, retirement plan consultant, or investment analyst. The programme also supports veterans, whose discipline and strategic thinking are highly valued in autonomous advisory environments. With a median entry-level salary of approximately $62,000 for certified professionals, the degree offers a rewarding path with substantial earning potential.

Programme Structure

Courses include:

Financial Planning
Personal Financial Planning Process and Development
Estate Planning
Principles of Investments
Principles of Insurance
Retirement Planning and Employee Benefits
Concepts of Federal Income Taxation

Key information

Duration

Full-time
- 48 months

Start dates & application deadlines

Starting 2027-05-10 00:00:00
- Apply before 2027-03-01 00:00:00
Starting 2027-08-24 00:00:00
- Apply before 2027-03-01 00:00:00

More details

International applicants living outside the U.S. may apply up to one year prior to the desired term of entry.

Language

English

Credits

120 SCH

Delivered

On Campus

Campus Location

Tampa, United States
Saint Petersburg, United States

Disciplines

Financial Management Investment View 31 other Bachelors in Investment in United States

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Academic requirements

GPA

Required

English requirements

We are not aware of any English requirements for this programme.

Other requirements

General requirements

Complete the USF online application or the Common App.

Pay the non refundable, $30 application fee.

Send original or certified copies of academic transcripts, mark sheets, grade reports, diplomas or certificates, national standardized examination results, or other academic course work to USF.
Submit Your SAT, ACT or CLT Scores

International students from non-English-speaking countries must demonstrate English language proficiency by achieving the following minimum scores on one of the standardized tests listed below:

SAT: Reading and Writing ≥ 490
ACT: English ≥ 17, Reading ≥ 19
CLT: Verbal Reasoning and Writing ≥ 38

Please note that they do not accept English proficiency tests such as TOEFL, IELTS, Duolingo, or other as substitutes for these minimum test score requirements.

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

18416 USD / year

≈ 18416 USD / year
Out-of-State

18416 USD / year

≈ 18416 USD / year
Domestic

Applies to you

In-State

6410 USD / year

≈ 6410 USD / year

Living costs

Tampa

United States

1122 - 1951 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 Financial Planning.

Available Scholarships

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

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