BS in Financial Planning

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Advance Your Financial Planning Expertise and Leadership Skills

As individuals and businesses face increasingly complex financial decisions, organizations need professionals who can provide strategic guidance with integrity. The University of Dallas BS in Financial Planning equips you with expertise in investments, retirement, taxes, and estate planning — preparing you to deliver trusted, values-driven financial advice and make impactful decisions for clients and organizations.

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What You’ll Learn in the BS Financial Planning Program

Today's financial landscape requires advisors who can do more than crunch numbers, they must guide clients with empathy, ethics, and long-term strategy. A BS in Financial Planning prepares professionals to lead in wealth management, retirement planning, and personal Finance with technical expertise and a human-centered approach.

At the University of Dallas, students in the Financial Planning program gain a deep understanding of tax strategy, estate planning, retirement planning, risk management, and investment principles, all while cultivating the soft skills and ethical foundation needed to serve clients with integrity.

Graduates are well-positioned to pursue the Certified Financial Planner (CFP^®) designation and excel in client-facing financial careers.

Why Study Business at the University of Dallas?

The University of Dallas undergraduate business program is grounded in the liberal arts, with an emphasis on critical thinking, and the university's Core Curriculum is part of every degree.

Career Paths for BS in Financial Planning Graduates

Certified Financial Planner (CFP®)

CFP^®s help individuals and families achieve long-term financial goals through personalized strategies in retirement, investments, taxes, and estate planning.

Wealth Advisor / Private Wealth Manager

These advisors work with high-net-worth clients to manage assets, plan for future generations, and align portfolios with lifestyle and legacy goals.

Estate Planner

Estate Planners develop strategies to transfer wealth, minimize taxes, and protect family assets. They often collaborate with attorneys and accountants in high-trust settings.

Retirement Planning Specialist

These professionals guide clients through savings strategies, retirement income planning, and Social Security or pension optimization.

Director of Financial Planning

A senior-level role that oversees planning teams, develops financial strategies, and ensures compliance with fiduciary standards. Often found in firms or large institutions.

BS in Financial Planning Degree Plan

The Bachelor of Science in Financial Planning degree program at the University of Dallas requires 123 semester credit hours for completion. For the most current information on degree requirements, academic plans, course catalogs, and course offerings, please visit the BS in Financial Planning page in the University of Dallas Academic Catalog.

BS in Financial Planning Degree Plan

60 - 71

University Core Credit Hours

Gupta Business Credit Hours

Financial Planning Core Hours

About the Gupta College of Business

The UDallas College of Business is AACSB-accredited and nationally recognized for its focus on practical, ethical, and globally minded business education. Our BS in Financial Planning program emphasizes values-driven leadership and provides the flexibility, rigor, and support our students need to succeed.

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