About Our Program
The Financial Planning Program at UIUC is a CFP® Board Registered Program. Our graduates are eligible to sit for the CFP® exam following graduation. Our students take core courses in:
- Financial Planning
- Risk Management
- Retirement Planning
- Wealth Management
- Estate Planning
We offer several exciting electives including:
- FinTech
- Values Based Financial Planning
- FINRA Review (our students can earn a Series 65 or SIE license while in College)
- Women, Money & Power
Our program is a decade old and has deep roots across the financial service profession. The Planning Illini excell in insurance, brokerage, institutional and financial advising opportunities. We are a competitive program, having students consistently shine and place in the finals across a number of financial planning competitions; winning the Morningstar Portfolio Challenge in 2020. We have placed in the finals of the National FPA competition for five of the past six years.
We are proud of our energetic and applied faculty members who teach both online and in the classroom. Our faculty includes four Certified Financial Planning Professionals, each with industry and academic experience.
Our students have found success working in well known and niche financial planning, insurance, brokerage and financial planning firms. The Planning Illini are represented at Vanguard, Morningstar, Equitable, Chicago Wealth Partners, State Farm, Busey, Northwestern Mutual, Fidelity, Charles Schwab, AYCO, Country Financial, StrategIQ Financial Group, Sterling Wealth Management, Mariner Wealth Advisors, KEB, JMG Financial Group, IPI Wealth Management, Capstone Financial Advisers, BDF Private Wealth, Income Lab, Strategic Wealth Partners, Signature Advisors Group, Heritage Planning Partners, Morton Private Wealth, Thrivent, Bank of America/Merrill Lynch, Midwestern Securities and other fantastic agencies and firms!
We would love to connect with you – please reach out to Presley Fee at psfee2@illinois.edu or Craig Lemoine, CFP®, PhD, MRFC at craiglem@illinois.edu with any questions or inquiries.
I-L-L!