1-800-4-ALFRED (425-3733)

Financial Planning

students in the financial planning program
glasses on top of a paper that says financial plan
man raising his arm against a white wall with words written on the wall
"The program produces high quality, confident professionals who are ready to contribute from the minute they join the workforce."
Michael Heburn, COO, Level Financial Advisors
Program Advantages: 

Personal financial services is one of the most lucrative and rapidly expanding professions in existence. This is a very rewarding profession. Not only is there tremendous earning potential, but it is also a very satisfying way to make a living by helping people bring order to their lives and teaching them how to acquire and retain wealth. This program is registered with the Certified Financial Planner Board of Standards, Inc.

Professional Outlook: 

Upon completion of the program, students will be well prepared to assume professional employment in the following areas:

  • Banking
  • Insurance
  • Investment firms
  • Financial planning firms
  • Attorney's offices
  • Self-employment
  • Employee benefits specialists
  • Accounting firms
  • Wealth management firms
  • Broker-dealer (securities) firms
Contact: 
Danielle Green
607-587-3421
Pioneer Quotes: 

"Alfred State's financial planning program was a key for me. The key which unlocked the door to an amazing job, the key which gained me access to knowledge needed at that job, and most importantly the key which led me to a successful future." -Alanna Conciardo, '16

"As a growing advisory firm, we are frequently on the look out for great new talent to add to our firm. SUNY Alfred is the first place we begin our search. Two of our CFP® professionals came from the Alfred program, including one of our partners. Most recently, we added an intern from Alfred and couldn’t be more pleased with the results. What I find in all of these individuals is a level of preparedness and capability that is truly unique. The program produces high quality, confident professionals who are ready to contribute from the minute they join the workforce." -Michael Heburn, COO, Level Financial Advisors