Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to best achieve their financial goals and objectives. SLU's post-baccalaureate certificate in financial planning and modeling prepares students for careers in financial planning and advising services.
Financial planning skills are important for everyone, even for those not seeking a career as a professional financial advisor. It is well documented that an earlier understanding of personal finance results in better long-term financial prospects in investing and planning for retirement.

