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 with aging of baby boomers

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.

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.

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 who complete the major will be prepared to sit for the CFP exam.
  • The skills and knowledge of financial planning are covered, including how to calculate and interpret the time value of money, a clear understanding of insurance policies and strategies, tax planning strategies, and retirement planning strategies.
  • 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 has been recognized as a top-tier university by publications like Forbes, U.S. News & World Report and Kiplinger’s Personal Finance.

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.