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.

Learn About Our Minor in Financial Planning & Wealth Management

Student Experience

Loras provides a differentiated program through our liberal arts tradition, Catholic Social Teaching foundation, and a curriculum based on ethical decision-making and reflective thinking. We appreciate many financial planners come to the industry from a variety of backgrounds and experiences, thus our Minor in Financial Planning & Wealth Management includes no prerequisites and is open to students of all majors and interests.

Professional Advisory Councils

We are blessed and thankful for these professionals who keep our team engaged in the real-world, thus ensuring our students graduate ready to step into the workforce and contribute to the financial planning profession.

Financial Planning Association-FPA Chapter

Loras College is home to a FPA Student Chapter. This organization is more than a campus club. The Financial Planning Association provides real-world, career guidance and connections to assist our students in beginning their journey into the profession of financial planning.

I want to be a financial planner because I want to help people. I love the opportunity to look at the quantitative and qualitative aspect of wealth management. To be able to build long-lasting relationships rooted in the fulfillment of clients’ ultimate financial goals will be exciting.”

 

– Olivia Flynn (’20) FPA Student Chapter President

The Financial Planning Association (FPA) is the home for the next generation of CFP ® professionals. By providing diverse education, relationship building, information-sharing, and volunteer opportunities that create positive social change, FPA is the definitive resource for students to gain knowledge and establish relationships.

FPA Student Chapter Officers: Anthony Berardi (’20), William Luzzo (’20)


Resources include, however not limited to:

FPA Job Board Showcase skills to prospective employers. Search by career stage including internships and entry-level positions.
FPA Activate A free online Facebook community to help immediately connect and start building a professional network.
Financial Planning Podcast You’re a Financial Planner, Now What? gain valuable insights on everything to know to be an effective financial planner and business owner. fpaactivate.org
FPA MentorMatch Connect with expert financial planners to get tips on advancing a career in financial planning.
FPA Connect Student Community Connect with FPA student members from across the country to get tips and advice on taking the exam, starting a study group, and career advice.
Financial Planning Journal The Journal of Financial Planning is FPA’s award-winning publication will help students stay current with the best thinking from experts in the profession.
Pro Bono Volunteer to help those in need of financial planning assistance. Volunteer duties must be performed within CFP Board’s experience standards to meet the CFP Board experience requirement. View video and visit foundationforfinancialplanning.org.

For more information, visit https://www.onefpa.org/

Bernardi-Upstrom Award

 

When Duhawks who studied Finance return to campus, it is inevitable the conversation will turn to the impact made on their lives by Joe Bernardi and John Upstrom. These gentlemen laid the foundation over decades of service to our Loras community for our unique financial planning and wealth management offering.

We are humbled to honor their contribution by creating the Bernardi-Upstrom Award for students pursuing CFP ® certification.

Click the button below to contribute to the Bernardi-Upstrom Award.

We thank you for your support and service to the Loras College students and Duhawk community.

Curriculum

Students will complete the following requirements in order to achieve a minor in Financial Planning and Wealth Management.

Financial Planning & Wealth Management Minor Requirements

FINANCIAL PLANNING AND WEALTH MANAGEMENT MINOR
Francis J. Noonan School of Business

Jim Padilla, J.D., Dean

Requirements for the minor in Financial Planning and Wealth Management:
A student must earn a cumulative average of 2.00 or better in all CFP courses. Students may “double count” a maximum of 6 credits in a minor.

Financial Planning & Wealth Management
Req Course Cr’s
1 Financial Planning & Risk Management 3
Select one from Req 2
2 Portfolio Management & Communication 3
2 Investments 3
Select one from Req 3
3 Personal Tax Planning 3
3 Federal Income Tax I 3
4 Retirement Planning & Employee Benefits 3
5 Estate Planning 3
6 Applications in Financial Planning & Wealth Management 3
18 total required credits

View Full Requirements & Additional Information PDF

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 brian.kallback@loras.edu.

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.

How much is tuition?

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.

Questions? Contact Us!

James Padilla, J.D.
Francis J. Noonan School of Business Dean
563.588.7405 | james.padilla@loras.edu
Full Profile

Eric Eller, Ph.D., CFA.
Associate Professor of Finance
Chairperson of the Faculty
563.588.7202 | Eric.Eller@loras.edu
Full Profile

Brian J Kallback (’02) M.A. M.S. CFP® CLU® QPA CTFA 
Assistant Professor of Finance
563.588.7626 | Brian.Kallback@loras.edu
Full Profile

Erin McGovern, C.P.A., M.B.A.
Assistant Professor of Accounting
563.588.7245 | erin.mcgovern@loras.edu
Full Profile