minor in financial planning and wealth management

Loras College now offers minor in financial planning and wealth management

DUBUQUE, Iowa –  Loras College, a Catholic liberal arts college, and its Francis J. Noonan School of Business have been approved by the Certified Financial Planner Board of Standards Inc. (CFP® Board) to provide a new minor in financial planning and wealth management for undergraduate students. The minor is unique among Iowa’s private colleges and the tri-state area.

Beyond being open to all students, Loras and its School of Business provide a differentiated program through its liberal arts tradition, catholic social teaching foundation, and a curriculum based on ethical decision-making and reflective thinking. Students completing the financial planning and wealth management program at Loras will meet the education requirement for the CFP Certification Examination administered by the CFP Board.

“Loras is uniquely suited to offer this program,” Brian Kallback, director of the program, said. “Our liberal arts curriculum, our mission focused on reflective thinking and service, and our expert faculty across disciplines provides our students the well-rounded, interdisciplinary education required to be an effective, fiduciary financial planner.”

In addition to coursework in financial concepts such as fiduciary principles and ethics, insurance and risk management, investments, tax, retirement planning, employee benefits and estate planning, students can pursue majors in their fields of expertise. Loras maintains small class sizes, study-abroad programs, internships, service-learning opportunities, over 40 majors and programs, and a student-faculty ratio of 12:1.

“We understand many financial planners come to the profession from a variety of backgrounds and experiences,” Kallback said. “Thus, the minor doesn’t require prerequisites and is open to students of all majors and interests. This provides students flexibility to pursue their passions and contribute to the financial planning profession in a unique, individualized manner.”

“Employers across the country shared with us they desire well-rounded individuals who can speak confidently, write professionally, follow-up with customers timely, and understand internal and external client concepts.  Our program delivers the total package.”

For more information about the new minor in financial planning and wealth management, visit www.bit.ly/2K6gLF3 or contact Kallback at brian.kallback@loras.edu or 563.588.7626.

About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  CFP Board currently authorizes more than 77,000 individuals to use these marks in the United States.

Loras leverages its historic roots as Iowa’s first college, the second oldest Catholic college west of the Mississippi River and one of the nation’s 10 diocesan institutions to deliver challenging, life-changing experiences as part of its residential, Catholic setting. Loras ranks among 450 NCAA Division III athletic programs in Learfield Sports Directors’ Cup standings, 11th out of the Top 100 baccalaureate colleges, according to the 2016 Washington Monthly College Rankings, 13th Best Regional College, according to Midwest U.S. News Best Colleges and is among the 200 Best-Loved Colleges in the nation, according to Forbes Magazine.

Visit www.loras.edu, call (563) 588-7100 or (800) 245-6727, like Loras College on Facebook or follow @lorascollege to learn more.

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