Perdue Hall

Economics & Finance

FINANCIAL PLANNING TRACK

Financial Planning involves evaluating financial goals and developing comprehensive financial plans for individuals in a highly complex and regulated environment.  With changes in the demographic characteristics of the US population, and shifts in employment and retirement preparation trends, more and more people find themselves in a position of need to apply sophisticated financial planning techniques to their personal economic affairs, such as college savings plans, retirement plans, estate planning, insurance needs assessment etc.

The Financial Planning Track is a registered educational program with Certified Financial Planner Board of Standards Inc. (CFP Board) in Denver, CO. In September 2002, we became the first undergraduate degree program in Financial Planning to attain this distinction in the State of Maryland. This registration confers a special advantage on our graduates, allowing them to sit for the CFP Certification Examination upon completion of our program.

Salisbury University does not certify individuals to use the CFP, CERTIFIED FINANCIAL PLANNER™, and certification marks.  CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to those individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.

Certified Financial Planner Board of Standards Inc. owns the marks CFP, CERTIFIED FINANCIAL PLANNER™, and , which it awards to individuals who successfully complete initial and ongoing certification requirements.

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