College of Business

Business Administration

Financial Planning Concentration

CSUMB’s Financial Planning Concentration helps prepare students for careers in financial planning, investment advisory services, and banking.

As part of the B.S. in Business Administration major, students who complete the coursework for this concentration, including the financial planning section of BUS 499: Strategic Management – Senior Capstone are educationally qualified to sit for the CERTIFIED FINANCIAL PLANNER® (CFP) exam. This nationally recognized certification opens the door to exciting opportunities in a fast-growing field.

Learn more about becoming a CFP at cfp.net.

Financial Planning Concentration student working with clients
Financial Planning Concentration student with clients
Financial Planning Concentration students working together
For more information, contact:
Leslie Boni, Ph.D.,
Professor of Finance
Business Department Chair
Phone: 831-582-4232
Email: Lboni@csumb.edu