Be the education provider of choice for working adults in the financial services industry by enabling student learning through advanced education programs and quality support services.
The College for Financial Planning is deeply committed to preparing students to be the best financial planners in the business. When our students graduate, they should be able to:
Advise clients in topics associated with finance or personal financial planning.
Assess and articulate problems in finance or financial planning using quantitative skills.
Assemble relevant sources of information to inform financial guidance and advice.
Investigate ethical, social, regulatory, and legal guidelines when making financial decisions and recommendations.
Explain the foundations of financial topics through academic discovery.
More than 50 years ago, our founders created the College for Financial Planning® with the belief that this industry was about more than selling products—it was about advancing people’s comprehensive financial future, security, and well-being. It is the role of the Office of Academic Affairs to build upon that history to further our mission today and into the future. To that end, Academic Affairs supports faculty, students, and staff in all aspects of teaching, research, curriculum development, and service, overseeing the development, implementation, and evaluation of all academic programs and policies at the College.
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