Financial Planning
Build a rewarding future with financial planning.
At Alfred State, you’ll turn your passion for helping others into a rewarding career in the #1 ranked program in New York (Money Magazine). You’ll learn to guide clients in managing wealth, planning for the future, and making smart financial decisions—all while preparing for professional certification and entering one of the fastest-growing, most lucrative areas of the financial services industry. This program is registered with the Certified Financial Planner Board of Standards, Inc.
Pioneer Quotes:
"Alfred State's financial planning program unlocked the door to an amazing job, 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 lookout 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. 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
The Business Department at the State University of New York (SUNY) – Alfred State College has received specialized accreditation for its business programs through the International Accreditation Council for Business Education (IACBE) located at 11960 Quivira Road in Overland Park, Kansas, USA. For a list of accredited programs please view our IACBE member status page.
Program Details
Courses You May Take
FSMA5103: Tax Planning
Credits: 3
FSMA7103: Money & Banking
Credits: 3
FSMA7123: Persnl Finan Planning Capstone
Credits: 3
See All Required Courses
Entrance Requirements
Required
- Algebra
- Geometry
- Algebra 2
SKILLS YOU'LL LEARN
In financial planning, you’ll learn to analyze personal finance challenges and create comprehensive strategies that integrate business, law, and economics. You’ll gain experience using financial software and technology to evaluate options, present solutions, and communicate with clarity. Training emphasizes ethical decision-making and prepares you to guide individuals and families in today’s complex financial environments with professionalism and confidence.
Facilities and Labs
Alfred State provides labs, equipment, and learning spaces that mirror the tools and technology used in the real world.
With 200+ labs on campus and experiential learning in every major, you’ll work with the same resources the pros use and be ready for the workplace on day one.
LAND A GREAT CAREER
Wondering where your skills can take you? Our career tool lets you explore real job titles, key skills, salary ranges, and job outlook data from the US Bureau of Labor Statistics nationally or for New York State.
See how your Alfred State degree connects directly to in-demand careers and start planning your future with confidence.
MEET OUR FACULTY
TAKE THE NEXT STEP
You've seen our wide variety of majors at Alfred State, our great faculty who help you build your skills, and that you can do it at an incredible low cost. Now's the time to become an Alfred State Pioneer.
