Preparing NextGen Planners: Where Technical Knowledge Meets Human-Centered Advice.
The Financial Planning Program at the University of Wisconsin Green Bay is dedicated to preparing the next generation of financial professionals by combining technical expertise with human-centered advice. As a CFP® Board Registered Program, the program provides the academic foundation necessary for students to pursue the CERTIFIED FINANCIAL PLANNER™ exam, a highly respected credential in the financial industry.
The curriculum integrates core financial planning areas such as investment, tax, retirement, insurance, and estate planning with emerging fields like behavioral finance, financial psychology, and client communication. Students benefit from hands-on learning experiences, real-world case work, and professional development opportunities. The Financial Planning Program empowers students through a strong network of industry partners, offering access to employers, internships, and scholarship opportunities.
Located at 2420 Nicolet Drive, Green Bay, WI 54311, US, the Financial Planning Program at the University of Wisconsin Green Bay equips students for careers in financial advising, fintech, wealth management, and mission-driven financial counseling. The Financial Planning Program at the University of Wisconsin Green Bay helps students align their knowledge, values, and goals to positively impact others' lives. We invite the manager of Financial Planning Program at the University of Wisconsin Green Bay to create a customized and exclusive company showcase and product listing on our platform.
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