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AcademicsUndergraduate Majors

Personal Finance, BS

Personal Finance at UW–Madison has been ranked #2 in the nation by Wealthmanagement.com.

The Personal Finance major is interdisciplinary with an emphasis on financial management and the economic well-being of individuals and families. The program offers two tracks: (1) the Financial Planning concentrations, a CFP Board-Registered program, for careers in financial advising, coaching, and wealth management, or (2) the Consumer Finance concentration with an emphasis on financial product development, financial technology, and consumer behavior.

Named a top 35 great college for the program by Financial Planning magazine, UW–Madison is one of a few schools in the nation offering this Bachelor of Science degree. By combining finance and problem-solving with helping people, the Personal Finance major prepares students for a rewarding career in a rapidly growing field. Hands-on learning opportunities include internships and peer educator positions.

Coursework & Careers

The School of Human Ecology’s Personal Finance major is a Bachelor of Science program registered with the Certified Financial Planner® Board of Standards. Our coursework is interdisciplinary with an emphasis on financial management and the economic well being of individuals and families.

Students can take one of two tracks: the more traditional Financial Planning Concentration for careers in counseling, coaching, and wealth management, or the Consumer Finance Concentration working on financial product development, financial technology, and consumer behavior. All graduates who complete the Financial Planning Concentration leave fully prepared to sit for the prestigious Certified Financial Planner® exam, which SoHE students pass at a rate well above the national average.

In the Personal Finance program, you’ll learn to design financial products and craft polices to meet people’s needs, preparing you for employment in a variety of growing fields.

Careers in Personal Finance

Financial Advisors
Financial Coach
Credit Analysts
Investment Fund Manager
Financial Analysts
Investment Underwriters
Risk Management Specialists

View a map of where Personal Finance graduates have worked recently.

Professional Development

Group of BadgerSense peer educators, wearing UW–Madison shirts, smiling and making a "W" shape with their hands.

Badger$ense Financial Life Skills

Badger$ense Financial Life Skills program offers for-credit courses, workshops and peer-to-peer, professional experience managing finances. The program is available to all students across UW–Madison.

Learn more about Badger$ense

Median National Salaries (U.S. Department of Labor)

$89330 Personal Financial Advisors

$134810 Investment Fund Managers

$83660 Financial and Investment Analysts

Personal Finance Stories

Personal Finance Advisory Board

Corporate Board Members

Ameriprise Financial

Associated Bank

CliftonLarsonAllen (CLA)

CUNA Mutual Group

UW Credit Union

WIPFLI Financial Advisors

For more information, contact:

Individual Board Members

Nate Kublank* CFP®, CPWA®, AEP®, Aspiriant

Joe Pitzl*, CFP®Pitzl Financial

Tim Sugar, Neider & Boucher

Ric Mathias, Summit Credit Union