Take the inside track to a powerful financial planning career. Here, you'll learn from industry-shaping faculty who impart skills and knowledge beyond those required for the CFP® exam. As you complete flexible, on-campus courses, you'll gain competency in using products and strategies to assist clients and small business owners. Along the way, you'll undergo training in retirement and insurance planning, investment management, and more. You'll graduate ready to develop comprehensive financial plans for businesses and individuals alike.
Official transcripts from all postsecondary schools you attended
GMAT or GRE test scores*
For admission consideration, we require you to have a minimum undergraduate GPA of 2.7 and a minimum GMAT score of 450 (if you took the GRE, we will convert your score into an equivalent GMAT score).
If you earned an undergraduate GPA less than 2.7 or a GMAT score lower than 450, we will evaluate your whole applicant profile to determine admission.
*We waive the GMAT or GRE requirement if:
You have 5 years of relevant work experience after graduating from a bachelor’s program (proof of experience must be submitted).
You graduated from an accredited U.S. institution with a cumulative GPA of 3.3 or higher.
You hold a master’s degree from an accredited U.S. institution.
You completed a related certificate and earned a 3.3 cumulative GPA or higher.
We use a rolling admission format, meaning you can apply when it's convenient for you. We do recommend that you apply multiple weeks prior to the semester you'd like to begin the program; this will give us enough time to process your application.
You can start during any semester: fall (late August), spring (mid-January), or summer (mid-May).
Partner with industry insiders, accomplished alumni, and powerhouse faculty as you take the next step in your financial planning career
Partnerships with Industry Leaders
Deeply embedded in the financial services industry, our faculty have forged relationships with J.P. Morgan Chase, Vanguard, and other corporate leaders. Throughout the program, you'll benefit from opportunities to rub shoulders with industry experts and innovators. And through our vast alumni network, you'll connect with local employers looking to hire.
Training Beyond the CFP® Exam
Here, you'll acquire the knowledge to pass the CFP® exam and the skills to build a rewarding career. As you prepare to become a Certified Financial Planner, you'll discover what it takes to serve a wide range of clients, thanks to competency-based courses that span the financial planning spectrum.
From day one, you'll feel the value of practical courses taught by industry insiders. Our faculty infuse their own financial planning experience into their teaching, which means you'll graduate with a powerful skillset you can apply immediately.
Access to Groundbreaking Resources
Widener houses the Journal of Financial Service Professionals, a publication first circulated through the Society of Financial Service Professionals (SFSP) in the 1940s. As part of your courses, you'll explore the latest thinking, research, and trends recorded in journal articles and resources from SFSP.
At Widener, you'll learn from faculty mentors who prioritize your success.
At the SBA, we are committed to ensuring that what you learn is immediately useful to you. In our classes, we provide multiple dimensions of the topics using real-world implications of financial concepts. We also teach our classes using the same tools and methods that are used by current financial professionals. Our goal is to help our students build a portfolio of competencies that will enhance their careers.
"I believe that mentoring and working with my students on case studies, tax law, necessary forms for compliance, simulations of financial plans, and introducing speakers from the industry will help them succeed after graduation. I want to teach them not only the knowledge base required, but also the application of their work."