Skip to main content
Two SNHU students working on a laptop

Financial Planning Degree Online BS in Finance Concentration

Clock Icon
Register By: January 01 Classes Start: January 03

Plan Your Future in Finance

  • $320/credit (120 total credits)
  • Prepare to sit for the CFP® exam
  • Transfer up to 90 credits
  • No SAT/ACT scores required
  • Program accredited by ACSBP
  • Accelerated BS-to-MS pathway

Online Financial Planning Degree Program Overview

SNHU's CFP Board-registered online Bachelor of Science in Finance with a concentration in Financial Planning prepares students for a rewarding career, guiding people toward the achievement of their personal financial goals.

Graduates can receive required foundational knowledge in the main areas of financial planning including investments, retirement, estate planning, risk management and taxes.

The world of personal finance is changing rapidly. Driving the change are baby boomers, who are not only retiring in record numbers but also living longer and shifting from pensions to personal investments. Couple that with rising retirement in the finance industry and the result is an unprecedented demand for a new, diverse breed of financial planners.

Learn how to:

  • Apply personal financial planning knowledge to achieve financial stability
  • Develop financial plans for clients
  • Explore domestic and global economic environments
  • Analyze financial statements to forecast and meet organizational goals
  • Use methodologies to make sound financial decisions
  • Apply compliant ethical and legal strategies

Earning your financial planning degree at SNHU means you've met the educational requirement to become a CERTIFIED FINANCIAL PLANNER™, the highest standard of excellence in the field. Our financial planning program is also registered with the Certified Financial Planner Board of Standards Inc., preparing you to take the CFP® certification exam. It is also the only CFP® Board-registered program located in New Hampshire. 

Planning a future beyond your bachelor's? An accelerated BS-to-MS pathway option for this online degree program is also available. This lets you:

  • Save money: Take up to 2 graduate-level courses (6 credits) during your bachelor's program at the online undergraduate tuition rate
  • Save time: Apply your graduate credits to your master's degree to complete your program in as fast as one year

Career Outlook

The bachelor's in finance with a financial planning concentration puts you in a powerful position for employment in banking, insurance, mortgage companies and credit card firms. Some financial specialists work solo as tax preparers, personal financial advisors or real-estate appraisers – though additional licensure requirements, which vary by state, can apply.

Brendan Mann with the text Brendan Mann“The most successful advisors in the industry are the people strongest in interpersonal skills, who enjoy teaching, who like fostering the personal long-term relationships, and who have concern for the client,” said Brendan Mann, CFP® professional. “You also need to have a certain intellectual level – CFP® certification is challenging. You’ll need aptitude and interest in analysis as well as the ability to interact with families and balance the interpersonal and analytical sides.”

As an individual or as part of a financial team, with SNHU's online degree, you'll be prepared to take on jobs such as:

  • Investment analyst
  • Financial analyst
  • Personal banker
  • Account manager
  • Risk analyst
  • Financial consultant

Prospects for the job are stable. According to the U.S. Bureau of Labor Statistics, employment rates for personal financial advisors is projected to grow about 4%, the same as the average for all professions, through 2029.1

Salaries are also optimistic. The BLS estimated an average salary of $87,850 in 2019, well above the national wages for all occupations.1

Though there are many different financial advisors, being a certified CFP professional may set you apart. The CFP Board notes that getting certified increases your chances of a competitive edge and career satisfaction, as well as customer satisfaction.2

Though automated "robo-advisors" have emerged, they are not expected to greatly reduce the need for financial planners, as many consumers continue to seek the supportive, complex, specialized investment advice from real, trained professionals.

Start Your Journey Toward an Online Financial Planning Degree

Courses & Curriculum

The online finance degree is grounded in core business knowledge, which emphasizes communication, entrepreneurial thinking, collaboration, personal and social responsibility, as well as global orientation. The program culminates in a capstone experience that brings the numbers to life as students use cutting-edge technology and case studies to analyze and synthesize financial reporting data.

Alan McKnight with the text Alan McKnightThe program is "very project-based, where students work through a particular client profile," said Alan McKnight, CFP® professional and finance adjunct faculty at SNHU. "They learn not just the fundamentals of how, but also how to have the conversations on the potential problems or issues that a client will face. The (program) gives you an opportunity to practice on client profiles while learning the fundamentals.”

Courses in the financial planning concentration may include Risk Management and Insurance Planning, Business Law, and Financial Statements and Reporting Analysis.

SNHU's CFP Board-registered BS degree program in finance with a concentration in financial planning has been designed to align with the Accreditation Council for Business Schools and Programs (ACBSP) undergraduate common professional component standards.

Curriculum Requirements & Resources

  • Business core: Business programs require learners to complete the business core program, which includes a variety of business-specific courses. This program focuses on 10 core competencies to prepare you for success wherever you go.
  • General education courses: All online bachelor's degree students are required to take general education classes, if not obtained in prior coursework. Through these foundation, exploration and integration courses, students learn to think critically, creatively and collaboratively, giving you the edge employers are looking for.
  • Technology resources: We provide cloud-based virtual environments in some courses to give you access to the technology you need for your degree – and your career. Learn more about our virtual environments.
  • Save time and tuition: Depending on your scores, you could earn up to 12 math credits – the equivalent of 4 courses – toward your degree for less than $50 per assessment with our Pathways to Math Success assessments.

Prepare for CFP Exam Certification

When you earn your financial planning degree at SNHU, you've met the educational requirement to become a CERTIFIED FINANCIAL PLANNER™ professional - the highest standard of excellence in the field.

Our financial planning program is registered with the Certified Financial Planner Board of Standards Inc. and sets students up for career success, allowing them to gain the knowledge that will prepare them to take the CFP® certification exam.

The financial planning degree prepares our students to become client-focused professional financial planners who help individuals and families create, manage and transfer wealth efficiently.

Learn more about what it means to become a certified financial advisor.

Exam Dates

The CFP® exam is held on one day over two three-hour testing sessions. It's offered in a computer-based format and administered in over 250 testing locations across the country.

Eligibility Criteria

To become a CERTIFIED FINANCIAL PLANNER™ professional, you must meet four certification requirements: education, examination, experience and ethics. SNHU's BS in Finance with a concentration in Financial Planning meets the educational requirements to sit for the exam. The CFP® certification requires additional experience guidelines, including 6,000 hours of professional experience related to the financial planning process or 4,000 hours of apprenticeship experience.

Tuition & Fees

As a private, nonprofit university, we’re committed to making college more accessible by making it more affordable. That’s why we offer some of the lowest online tuition rates in the nation—and haven't raised our costs in a decade.

We also offer financial aid packages to those who qualify, plus a 30% tuition discount for U.S. service members, both full and part time, and the spouses of those on active duty.

Online Undergraduate Programs Per Course Per Credit Hour Annual Cost for 30 credits 
Degree/Certificates $960 $320 $9,600
Degree/Certificates (U.S. service members, both full and part time, and the spouses of those on active duty)* $675 $225 $6,750

Tuition Rates are subject to change and are reviewed annually. *Note: students receiving this rate are not eligible for additional discounts.

Additional Costs No Application Fee, $150 Graduation Fee, Course Materials ($ varies by course)

Frequently Asked Questions

Licensure and Certification Disclosures

SNHU has provided additional information for programs that educationally prepare students for professional licensure or certification. Learn more about what that means for your program on our licensure and certification disclosure page.

University Accreditation

Southern New Hampshire University is a private, nonprofit institution accredited by the New England Commission of Higher Education (NECHE) as well as several other accrediting bodies.

References