Financial Planning Programs
Pursue an in-demand, yet rewarding, career in financial planning where you help others reach their financial goals. As a Financial Planning minor or Consumer and Family Financial Services major, you’ll be prepared to take the Certified Financial Planner® certification exam upon graduation. You’ll also make valuable connections and gain experiences that will help you stand out to employers upon graduation.
Two degree options
A great option for Finance or Econ Majors who would like to enter the field of Financial Planning/Wealth Management. Speak with your academic advisor or Dr. Loibl to confirm course requirements.
A bachelor’s degree in consumer and family financial services prepares you for a career helping people, businesses or organizations make sense of complex financial concepts, data and policies.
Program benefits
- We are a Certified Financial Planner® (CFP®) Board approved financial planning program since 1998, educating both major and minor students for over 25 years!
- Excellent, hands-on CFP® coursework that makes the Ohio State Financial Planning program a top producer of CFP® certificants, per CFP® Board exam statistics
- You’ll be able to obtain certification in key financial planning software packages
- You can sit for major industry licensure, the FINRA Securities Industry Essentials Exam (CSCFFS 5150) and the Series 65 Exam (CSCFFS 5160)
CFP® Exam Courses
- CSCFFS 3260: Fundamentals of Financial Planning
- CSCFFS 4260: Family Tax Planning
- CSCFFS 4280: Estate Planning
- CSCFFS 5250: Retirement Planning
- BUSFIN 3222: Foundations of Investments or BUSFIN 4221 (if Fisher student)
- BUSFIN 3300: Principles of Insurance
- CSCFFS 5260: Financial Planning Applications
Related activities
- Become part of our very active Student Financial Planning Association!
- Compete in the national Financial Planning Challenge
- Attend regional and national conferences for students in leadership positions, such as the FPA All Ohio Symposium, CFP® Board Connections Conference, Annual Conference of the Financial Planning Association, Schwab IMPACT, AssetMark Gold Forum
Questions? Contact CFP® Program Co-Directors Caezilia Loibl and George Rooney.
Financial Planning program news
Autumn 2026
- In August, the CFP® Program is at the Ohio State Student Involvement Fair. Izzy Peacock was named as one of 15 recipients of its 2025 Registered Investment Advisor Talent Advantage (RIATA) Student Scholarship, provided by Schwab Advisor Services, in partnership with Charles Schwab Foundation.
- In September, the “Finance x Financial Planning Career Fair” hosts 450 students and 40 employers. Our Student Financial Planning Association hosts Braden Riehl, Danny Lattner, and Grant Van Winkle. New GE course “Women & Money” is approved for Spring 2026, and new “Financial Planning Software” is approved for Spring 2026.
- In October, 6 student leaders from the Student Financial Planning Association attend the CFP® Board Connections Conference in Chicago. Our Student Financial Planning Association hosts John Schuman, Grace Flesher, Maddie Hobbs, Travis Upton and Matt Sangali in their weekly meetings.
- In November, the Ohio State team competes in the national Financial Planning Challenge and places 3rd overall. The national Financial Planning Challenge is held at the Financial Planning Association conference in Las Vegas. Our Student Financial Planning Association hosts Joe Schmitz in their weekly meetings. The “financial planning microcredential” was approved for the three courses: CSCFFS 5150 FINRA SIE Exam Prep, CSCFFS 5160 Series 65 Exam Prep and CSCFFS 5170 Financial Planning software.
- In December, our Industry Advisory Board meets. The over 100 students in our “Fundamentals of Financial Planning” and “Financial Planning Applications” classes present their case studies to panels of local financial planners.
Other ways to get involved
Ohio State Financial Planning LinkedIn
Connect on LinkedIn to get regular news and updates.
OSU Student Financial Planning Association (SFPA)
Want to know more about the Financial Planning profession? Get more information from our website, visit our LinkedIn or contact us directly at osufpa@gmail.com