This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

Financial planning refers to the process of achieving financial security by considering your entire financial picture and developing a realistic plan to reach your short—and long-term goals.

Financial planning takes a holistic approach to assess your current financial situation, set realistic objectives, and develop a strategic plan to meet those goals. It involves budgeting ...

Interested in helping people plan for their financial futures? In Western Michigan University’s personal financial planning program, you’ll gain knowledge of securities valuation, insurance, estate ...

The Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework ...

Personal financial planning is offered as either a track option within the Finance emphasis area (PFP Track), or by taking the courses as business electives (Business Electives Pathway). As a planning ...