Overview

The Personal Financial Planning bachelor programme at Western Michigan University provides students with a robust foundation in wealth management, securities valuation, and retirement strategy. This curriculum is designed to bridge the gap between technical financial expertise and the interpersonal skills required to serve as a trusted advisor for diverse clients.

Why Personal Financial Planning at Western Michigan University?

This programme is nationally recognised by Financial Planning Magazine and holds official certification from the Certified Financial Planner Board. Students benefit from exceptional practical resources, including the Greenleaf Trust Trading Room and the opportunity to manage over $4.5 million in real assets through the Student-Managed Investment Fund. The university's graduates consistently outperform national averages on the CFP certification exam by more than 27%.

Tuition Fee Breakdown

International fee: USD 20525 per year
National fee: USD 20525 per year
Local fee: USD 16449 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 security. Modules may include:

Securities Valuation
Insurance
Estate Planning
Retirement Planning
Employee Benefits
Tax Planning
Investments
Money Management

Careers with Personal Financial Planning

Graduates from this programme demonstrate high employability, with 100% of recent alumni securing roles related to their degree or pursuing further education. The course prepares students for various professional paths within brokerage firms, commercial banks, and accounting practices. Common career destinations include:

Personal Financial Advisors
Budget Analysts
Credit Analysts
Insurance Agents
Loan Counselors

Alumni have successfully secured positions at prestigious organisations such as Greenleaf Trust, Comerica Bank, State Farm, Mercer Advisors, and Advia Credit Union. The programme's emphasis on experience-driven learning ensures that students are ready to enter the workforce as competent financial professionals.

Programme Structure

Courses included:

Tax Accounting

Real Estate

Real Estate Finance

Computer Applications in Finance

Risk and Insurance

Estate Planning

Retirement Planning and Employee Benefits

Real Estate Investments

Real Estate Appraisal

Real Estate Management

Securities Analysis

Applications in Personal Financial Planning

Student Managed Investment Fund

Key information

Duration

Full-time
- 48 months

Start dates & application deadlines

Starting 2027-01-11 00:00:00
- Apply before 2026-09-01 00:00:00 , International
- Apply before 2027-01-01 00:00:00 , National
Starting 2027-09-02 00:00:00
- Apply before 2027-06-01 00:00:00

Language

English

Duolingo English Test

100

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Credits

120 SCH

Delivered

On Campus

Campus Location

Kalamazoo, United States

Disciplines

Banking Financial Management Investment 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

Copy of passport identification page

Proof of English language proficiency

Complete high school or post-secondary education transcripts

$100 non-refundable application fee

Proof of sufficient funds for the first academic year of study at WMU according to estimated cost of attendance

ACT or SAT Scores

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

20525 USD / year

≈ 20525 USD / year
Out-of-State

20525 USD / year

≈ 20525 USD / year
Domestic

Applies to you

In-State

16449 USD / year

≈ 16449 USD / year

Additional Details

Local Summer Tuition: $4,112; International Summer Tuition: $5,140

Living costs

Kalamazoo

United States

1000 - 1500 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.

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

Kalamazoo

Funding

Need help with your student visa?

Scholarships Information

Available Scholarships

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