UMD Financial Planning

UMD Financial Planning Like us to find out more information about the Financial Planning program at UMD!

The Financial Planning Club provides an overview of the financial planning profession by inviting professionals to campus and by attending off-campus events. The Club invites speakers and UMD graduates to share with students their career path and experiences, as-well-as, what to expect when students graduate. The Club also attends state-wide networking events, multiple times a year, where participants have an opportunity to network and learn more about the profession.

12/11/2025

The CFP Board Mentor Program connects candidates for CFP® certification with established CFP® professional volunteers.

11/09/2025

Considering a career in financial planning? The CFP Board Compensation Survey 2025 shows it’s a career that pays, supports work-life balance and delivers professional fulfillment:

💸 Competitive pay and benefits
💼 Flexibility and hybrid work options
📈 Career growth and high satisfaction

See why CFP® certification opens doors to meaningful work. Explore the survey: https://www.cfp.net/for-cfp-pros/financial-planner-compensation-trends

11/09/2025

From streamlining operations to notetaking, these seven money pros share the ways they make use of AI

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Duluth, MN
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