Financial Planning Major

Learn to protect, grow and manage assets with a Bachelor of Business Administration (BBA) in Financial Planning from Temple University’s Fox School of Business. The major prepares students to help future clients meet their financial goals through the proper management of financial resources.

Financial planning is a growing, in-demand field that combines the analytical aspects of finance with the interpersonal skills needed for effective client communication. Financial planners

establish client goals;
analyze client current financial status;
develop and present recommendations and alternatives to meet client goals; and
implement and monitor these recommendations.

Through the Bachelor of Business Administration in Financial Planning curriculum, you’ll gain a fundamental understanding of retirement planning, income tax and estate planning, insurance, investment allocation, and employee benefits planning.

Learn cutting-edge financial software that will equip you to enter the crowded job market with a competitive edge. You will receive pivotal guidance and support from faculty who maintain substantial networks of organizational and business leaders in the local and national spheres.

Graduates fulfill the necessary educational requirements and are equipped to sit for the Certified Financial Planner (CFP) exam, the nationally recognized and highly regarded designation within the financial planning industry.

Classes & Curriculum

Financial Planning BBA students learn the fundamentals of finance and the intricacies of asset management. Some of the core courses include

Introduction to Financial Planning;
Insurance, Benefits and Retirement Planning;
Security Analysis and Benefit Planning; and
Tax, Estate and Trust Planning.

Learn more about Financial Planning Bachelor of Business Administration coursework.

Related Graduate Degrees

Temple students pay close attention during class.

Online BBA Program

The Bachelor of Business Administration in Financial Planning is available as an online BBA degree program designed for new and continuing students.

Tuition & Fees

In keeping with Temple’s commitment to access and affordability, the Bachelor of Business Administration offers a competitive level of tuition with multiple opportunities for financial support.

Tuition rates are set annually by the university and are affected by multiple factors, including program degree level (undergraduate or graduate), course load (full- or part-time), in-state or out-of-state residency, and more. You can view the full Cost of Attendance breakdown on the Student Financial Services website.

These tuition costs apply to the 2025–2026 academic year.

Pennsylvania resident: $24,456.00 per year
Out-of-state: $44,400.00 per year

Our Academic Advisors

The Center for Undergraduate Advising in the Fox School of Business is dedicated to helping students navigate their academics and make informed decisions about their career paths.

See a full list of undergraduate academic advisors.

Peer Advising

The Center for Undergraduate Advising also offers peer advising at the Main Campus location. Undergraduate peer advisors offer the perspective of an upper-level student and assist by sharing their knowledge and personal tips for academic success.

Program Contacts

For more information about your degree program, contact the faculty below.

Kate Markowitz is the director of enrollment management for undergraduate students.
Phone: 215-204-4892
Email: [click-for-email]

Tom Carney is the assistant director of undergraduate enrollment.
Phone: 215-204-5424
Email: [click-for-email]

Claudia Bereshnyi is the assistant director of transfer, veteran and online BBA recruitment and the contact for both incoming transfer students and those interested in an online BBA.
Phone: 215-204-4100
Email: [click-for-email]

Student Clubs & Organizations

Joining student clubs and organizations is a great way to meet like-minded students; connect with local, national and international businesses; and build the skills you’ll need in your professional career. Enhance your academic experience by participating in a club related to your major or interests.

The following clubs and organizations are available to finance students in the Fox School of Business.

Ascend is a student organization that works to develop and foster leadership skills in Asian and Pacific Islander students interested in pursuing a career in accounting and finance.
The Temple Finance Association focuses on exposing members to industry professionals through guest speakers across equity research, corporate finance, portfolio management, banking, wealth management and more.
The mission of the Financial Planning Association is to help students cultivate an understanding of the latitude of topics in the personal financial planning and advising industry.
The Temple University Investment Association allows students to put investment principles into practice. The association generates and distributes information regarding the William C. Dunkelberg Owl Fund portfolio, a student-managed investment fund.

Explore the full list of Fox School of Business student clubs and organizations.

Global Immersions

Broaden your understanding of global economies and business practices by taking advantage of the various study abroad options and opportunities for learning beyond Temple’s Main Campus in Philadelphia through Global Immersion Programs.

Temple administers several programs around the world, including campus sites in Rome, Japan and Spain, faculty-led summer programs and exchange programs in Europe and Asia. Interested students may also participate in approved programs organized by study abroad organizations or other U.S. universities, or apply directly to an accredited institution overseas. Temple’s Education Abroad office provides information on approved programs, and advisors can work with you to determine which program might provide the best fit.

Learn more about study away options.

Temple Exchange Programs

Through reciprocal exchange agreements with the following universities, Temple students can exchange places with students for a semester or academic year. Some programs require sufficient proficiency in the host country language to participate.

China: Hong Kong Baptist University
Korea: Ewha Womans University, Yonsei University, Sogang University
Taiwan: National Taiwan University

Learn more about Temple exchange programs (PDF).

Accreditation

The Fox School of Business is accredited by the Association to Advance Collegiate Schools of Business (AACSB). The school has maintained AACSB accreditation since 1934.

Temple University

Financial Planning Major