Financial Planning Major

Financial Planning majors at George Fox study at one of the Pacific Northwest's top Christian schools.

Demand for Financial Advisors Increases

In today’s business climate, there is perhaps no better time to acquire a degree in financial planning. The forecast for the profession is bright: For starters, many current financial planners are hitting retirement age, opening the door for recent college grads to find their place in the job market. And, with the aging of the baby boomer generation, more and more individuals are seeking out financial consultation as they approach retirement age.

In addition, financial planning’s prospects have been boosted by this reality: In wake of the 2008-09 financial crisis and the cynicism toward corporate and investment banking that resulted, more and more people are seeking out ethical financial planners to assist with their investment decisions.

Degree Meets Educational Requirement to sit for Certified Financial Planner (CFP®) Exam

George Fox’s 63-semester-hour course of study is registered by the Certified Financial Planner Board of Standards (CFP Board), enabling students to acquire the necessary technical and professional skills for a successful career as a Certified Financial Planner (CFP®), the top credentialing certification in the financial planning profession.

Upon completing the degree, students will have met the educational requirement of the CFP Board and be eligible to sit for the CFP® exam.

Wealth Management Ranks Program Nationally

Weath Management, a digital resource of all things wealth management for financial advisors and estate planning professionals, ranked George Fox's financial planning major No. 23 in the nation in 2019-20. The organization surveyed 109 of the 130 colleges and universities registered by the CFP Board and ranked them based on criteria that included the number of degrees granted, capstone course offerings, and number of faculty with advanced degrees. 


Request more information about the financial planning major at George Fox University or schedule a visit to begin your education at Oregon's Christian university, ranked as one of the top Christian colleges in the nation by Forbes.

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Major Requirements

Complete the following:

Accounting is the language of business. This course provides an introductory overview of accounting from a user perspective. Its purpose is to give students a basic understanding of the logic behind the principles of accounting, enabling them to prepare, read, analyze, and interpret financial statements for the purpose of decision making. Prerequisite: BUSN 110 and Sophomore standing or above.
This course is a continuation of ACCT 271. It emphasizes the uses of accounting data by management to make both planning and control decisions. Students will continue to analyze financial statements to assess a company's liquidity, profitability, capital structure, and stock market ratios. Students will also develop operating budgets and use them to evaluate performance. Cost information will be classified by behavior, and allocated under a cost-beneficial system that assists managers in using relevant costs for decision making. Prerequisite: ACCT 271 Principles of Financial Accounting.
This introductory survey will examine the major functional areas of business and afford the student an opportunity to consider this major as a path to a career. Emphasis is given to contemporary business concepts, in particular, and examination of business as a field for stewardship.
A practical application of personal financial management and an introduction to the field of financial planning. Topics include money history, stewardship, budgets, loans, spending, housing, insurance, investments, and retirement. Prerequisite: Business and economics majors only.
Statistical procedures with applications in management and economics. Emphasis on the development of a basic knowledge of the statistical tools available for analysis of problems and decision making. Prerequisites: MATH 180 College Algebra or higher math course, or an SAT math score of 620 or higher or an ACT score of 28 or higher.
This course is designed to prepare students to meet the ethical challenges facing employees in modern business and nonprofit organizations. The course will address moral issues at every organizational level - personal, interpersonal, group, and system wide. Topics will include identifying personal mission and values; developing character; faith in the workplace; ethical perspectives, moral reasoning, and decision-making formats; ethical organizational communication and influence; ethical group behavior and leadership; and the creation of ethical organizational climates. Prerequisite or Co-requisite of BUSN 110.
Covers the legal aspects of common business transactions. Includes the law of contracts, agency, negotiable instruments, and other phases of private law.
The study of administrative policy and strategy in organizations. Emphasis is placed on the integration and inter-relationships of functional business areas (accounting, economics, finance, marketing, and management) for the purpose of developing an organizational-wide perspective. Students learn a model of strategy formulation and implementation and, through analyzing cases, apply this model to a variety of institutional settings. Prerequisites: MGMT 260 Principles of Management, MKTG 260 Principles of Marketing, FINC 260 Business Finance, ACCT 272 Principles of Managerial Accounting, and senior standing.
An introduction to the macro aspects of the social science concerned with the allocation of resources. Consideration is given to the fundamental principles of the economy as a whole, dealing with economic data, behavior, and theory at the aggregate level of the economy. The course studies topics such as government spending, taxation, and monetary policies, as well as events and issues in the global economy. ECON 211 and ECON 212 are complementary courses; however, it is preferred that ECON 211 be taken first.
An introduction to the micro aspects of the social science concerned with the allocation of resources. Consideration is given to the fundamental principles governing production, distribution, consumption, and exchange of wealth. The course studies the behavior of microeconomic units such as individuals, households, firms, and industries. ECON 211 and ECON 212 are complementary courses; however, it is preferred that ECON 211 be taken first. Prerequisites: Students must have completed MATH 180 College Algebra or higher math course, or an SAT math score of 620 or higher or an ACT score of 28 or higher.
An introduction to the finance function of a business entity. Specific topics to be studied include capital budgeting, cost of capital determination, sources of financing, leverage and its effect on the profits and risk of business, and managing the asset mix and capital structure of a business. Prerequisites: ACCT 271 Principles of Financial Accounting, ACCT 272 Principles of Managerial Accounting (may also be a co-requisite), ECON 211 Principles of Macroeconomics and college level statistics course 200 level or higher. Students who've taken PSYC 240 or SOCI 340 must also complete MATH 150 or higher, or have a SAT math score of 620 or higher or have an ACT score of 28 or higher.
The importance of thinking globally and understanding the legal, technological, political and economic differences that affect business practice are explored through readings and projects. The focus is on the global changes that are impacting national sovereignty, regionalization, and the balance of economic and political power. Prerequisites: ECON 211 Principles of Macroeconomics and MGMT 260 Principles of Management.
A study of the theory and practice of management. The course involves discussion and application of areas such as social responsibility, strategy, problem solving, communication, change, job performance, and financial/operational controls. Prerequisite or Co-requisite of BUSN 110 Introduction to Business
Study of the marketing concept, consumer demand and behavior, and marketing functions of the firm. The objective is to understand the development of marketing channels, products, prices, and promotion strategies. Prerequisite or Co-requisite of BUSN 110 Introduction to Business

Complete the following:

In this course, we will cover Topics 1-21 of the CFP Board Principal Knowledge Topics. Areas of focus will include: the financial planning process, the client/planner relationship, communication and counseling, personal financial statements, cash flow management and financing strategies, time value of money, economic concepts, financial institution regulation, consumer laws, and CFP Board's Code of Ethics, Rules of Conduct, Practice Standards and Disciplinary Procedures. Prerequisites: BUSN 120 Personal Finance, ACCT 271 Principles of Financial Accounting, BUSN 240 Statistics for Business and Economics and ECON 211 Principles of Macroeconomics.
In this course, we will cover Topics 22 – 32 of the CFP Board Principal Knowledge Topics. Areas of focus will include: principles of risk and insurance, risk exposure, health insurance, disability insurance, long-term care insurance, annuities, life insurance, taxation, business insurance, needs analysis, policy selection, property and casualty insurance. Prerequisites: FINC 250 Personal Financial Planning for Professionals.
3 hours In this course, we will cover Topics 42 – 51 of the CFP Board Principal Knowledge Topics. Areas of focus will include: tax law fundamentals, compliance, tax calculations, taxation of business entities, trust and estate tax, alternative minimum tax, tax reduction techniques, property transactions, passive activity and at-risk rules, tax implications of special circumstances, charitable contributions and deductions. Prerequisites: FINC 250 Personal Financial Planning for Professionals.
In this course, we will cover Topics 63 – 72 of the CFP Board Principal Knowledge Topics. Areas of focus will include: property titling, transferring property, documents, gift and estate tax compliance, estate liquidity, trusts, marital deductions, intra-family transfer, postmortem estate planning. Prerequisites: FINC 250 Personal Financial Planning for Professionals and FINC 320 Income Tax Planning.
In this course, we will cover Topics 33 – 41 of the CFP Board Principal Knowledge Topics. Areas of focus will include: characteristics, uses and taxation of investment vehicles, types of investment risk, measures of investment returns, asset allocation and diversification, bond and stock valuation, portfolio development and analysis, investment strategies, and alternative investments. Prerequisites: FINC 250 Personal Financial Planning for Professionals, FINC 320 Income Tax Planning and FINC 260 Business Finance.
In this course, we will cover Topics 52 – 62 of the CFP Board Principal Knowledge Topics. Areas of focus will include: retirement needs analysis, Social Security, Medicare, Medicaid, retirement plans, plan rules, tax advantages, regulatory considerations, distribution rules, retirement strategies, and business succession planning. Prerequisites: FINC 320 Income Tax Planning and FINC 450 Investment Planning (may also be a co-requisite).
In this course, we will cover all 72 topics of the CFP Board Principal Knowledge. Topics. We will tie together the concepts by constructing a financial plan. The focus of this course is on case study application. Areas of focus will include: cash flow and financial situation, income tax evaluation, education funding evaluation, retirement evaluation, risk management/insurance evaluation, estate planning evaluation, and plan construction and communication. Prerequisites: FINC 310 Insurance Planning and Risk Management, FINC 330 Estate Planning, FINC 470 Retirement Planning, and FINC 450 Investment Planning.

Jobs, Internships and Graduate School

George Fox offers a financial planning major that integrates Christian values.

Employment opportunities in the financial planning sector are expected to grow faster than average during the next five to 10 years. A more complex financial environment coupled with an increasing number of baby boomers who need to invest their retirement savings wisely both contribute to this positive outlook. According to the Bureau of Labor Statistics, the demand for personal financial advisors is expected to increase 15 percent between the years 2016 and 2026, with the opening of 40,000 new jobs in financial advising.

  • Financial Representative, Country Financial
  • Finance Manager, Microsoft
  • Accountant, KPMG
  • Account Manager, Standard Insurance
  • VP, Product Line Manager, Nike
  • Partner/Financial Consultant (CFP), Frazier Hunnicutt Financial
  • Manager, Chase Bank
  • Account Executive, Waggener Edstrom Worldwide
  • Account Representative, AT&T
  • Staff Accountant, PricewaterhouseCoopers
  • Consultant, Deloitte
  • University of Illinois
  • Oregon State University
  • Northern Illinois University
  • Azusa Pacific University
  • Paris School of Business
  • City University London
  • The Ohio State University
  • Syracuse University
  • Colorado State University
  • Texas Tech University
  • San Diego State University
  • Federal Reserve Bank (Washington, DC)
  • American Family Insurance
  • Marcus & Millichap Real Estate Investment Services
  • Hope International
  • Open Arms International
  • USAID (Ghana)

Student Experiences

Yueyang 'Christine' Wang (Finance & Accounting ), PricewaterhouseCoopers

George Fox has nourished me in my professionalism. With the help of my professors and classmates, I have developed skills such as time management, multitasking, research, critical thinking and networking. I am excited to see how I can refine these skills, develop new skills, and use my gifts to fulfill God’s calling.

- Yueyang 'Christine' Wang (Finance & Accounting ), PricewaterhouseCoopers

Drew Van der Werff (Finance and Business Administration), Goldman Sachs

George Fox University has instilled a sense of integrity in my life that is not only a solid foundation on which to build, but gives me a market value that many post-undergrad students cannot claim. As a result, I have confidence that I will be successful at carrying out what Christ has planned for my life.

- Drew Van der Werff (Finance and Business Administration), Goldman Sachs

Points of Distinction

  • Students will learn about financial management from both a personal and corporate perspective.
  • Small, student-focused classes allow for personal attention from professors.
  • Our faculty are active in their field and have been published in top-tier business journals.
  • Students will be presented with a curriculum that is firmly rooted in business ethics.
  • Students will benefit from the strong financial marketplace connections that are maintained by the College of Business.  

Why George Fox?

Christ-centered community

Our faith influences everything we do here, from the way our professors teach to the way we relate to one another and serve in the community.

Global opportunities

More than half of George Fox undergraduate students study abroad, ranking George Fox among the nation's leaders in study abroad participation (U.S. News & World Report).

National recognition

George Fox University is a Christian university classified by U.S. News & World Report as a first-tier national university, and Forbes ranks George Fox among the highest Christian colleges in the country..

ACBSP accreditation

ACBSP is the premier accrediting association for business schools and programs with a focus on teaching excellence and what occurs in the classroom.