Financial Planning and Wealth Management Minor
Financial Planning: Aligning Values with Actions
Francis J. Noonan School of Business
Brian Kallback, CFP®, QPA
A comprehensive financial planner uses an integrated approach towards all aspects of a financial situation, including, but not limited to: Insurance & Risk Management, Investment Planning, Tax Planning, Retirement Planning, Employee Benefits, and Estate Planning.
Though content is integral, the profession of planning additionally requires a commitment to ethics and awareness of behavioral finance, consumer psychology, family dynamics, customer service, and business development. In other words, a competent, comprehensive financial planner is a well-rounded individual who is interested in people and values service above self.
Taking the CFP® Examination
As we are a CFP® Registered Program, Duhawks with a Minor in Financial Planning & Wealth Management will be eligible to sit for the CFP® Examination upon graduation. For further conversation on our CFP®-Registered Minor in Financial Planning & Wealth Management, contact email@example.com.
Supporting Your Investment
Loras takes great pride in supporting your investment – both through providing an exceptional learning experience and in sharing the cost of your degree. 100% of Loras students receive financial aid. We have scholarships, grants and special awards for all students based on their achievements and financial need.
Frequently Asked Questions
What Are CFP Board-Registered Programs?
CFP Board-Registered Programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification. Individuals who meet CFP Board’s education requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the education and examination components completes two of the core prerequisites to obtain CFP® certification.
To register a program, an institution must submit an application for review by CFP Board. Registration is granted on a biennial basis and must be renewed every other year.
For more information, visit www.cfp.net
How long will it take me to earn my Loras degree?
Most students earn their undergraduate degree in four years or less. If you have questions about transferring any previously earned credits or degrees, please see our Transfer Student Information.
At Loras College, financial access to education is one of our defining values. We are committed to helping all of our students make their degree affordable. We partner with every student and family to understand their unique financial needs ensuring 100% of Loras students receive financial aid. We offer Scholarships, grants and special awards for all students based on their achievements and financial need. Loras is consistently ranked as one of the best universities for return on investment. View our Tuition and Fees page.
How do I apply for financial aid?
Submit your federal FAFSA, apply to Loras College and visit loras.edu/financial-aid for information, scholarship opportunities and much more.