- Overview
- Sample Jobs
- Sample Companies
- Financial Planning is the process of determining a person’s or firm’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances.
- Sample Jobs include:
Certified Financial Planner • Corporate Financial Planning Analyst • Wealth Manager • Financial AdvisorFinancial Planning Alumni have had titles like:
Business Operations Specialist • Client Associate • Financial Advisor • Financial Educator • Mortgage Loan Officer • Tax Compliance Officer
Common Career Paths:
Data & Analytics / Information Technology
Investment Banking / Financial Planning / Financial Analysis - Sample Companies include:
Morgan Stanley • UBS • Walt Disney Company • Goldman Sachs • Merrill Lynch • Northwestern Mutual • EquitableSome Financial Planning Alumni have gone on to work at:
Goldman Sachs • JPMorgan Chase & Co • Northwestern Mutual • PENNYMAC • RSM • Wells Fargo Advisors
