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Financial Planning

Financial planners play a crucial role in assisting individuals and families in making informed decisions about their personal finances. This involves the comprehensive process of formulating, implementing, and monitoring multifaceted decisions to help individuals and families achieve their financial objectives. Personal financial planning entails a thorough assessment of financial situations, identifying strengths and weaknesses, and utilizing this information to create a cost-benefit framework for decision-making. Financial planners provide valuable advice and guidance on a range of financial aspects, including investments, insurance, taxes, retirement, and estate planning.

Explore your career options in Financial Planning with What Can I Do With This Major?

Where Financial Planning Rams Land
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Pursuing a Career in Finance? Kickstart Your Future with Fidelity’s Licensing Accelerator Program!

Fidelity’s Licensing Accelerator Program (LAP) is a flexible, no-cost opportunity for rising seniors to prepare for the Securities Industry Essentials® (SIE®) Exam—a key step toward a career in finance. The self-paced program includes 100% covered study materials and exam fees, access to Fidelity’s learning resources, and insights into the company’s culture and career paths. There are no work requirements, and most participants complete the exam in about 12 weeks. Read more for additional information and to apply!

By Annika Spencer
Annika Spencer Career Engagement Specialist
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Exciting Opportunities at Goldman Sachs for CSU Students!

Goldman Sachs has incredible opportunities open for recent graduates and upcoming opportunities for current students—and they’re especially excited to connect with talent from Colorado State.

Goldman Sachs is currently hiring for full-time roles across several divisions, with start dates in …

By Annika Spencer
Annika Spencer Career Engagement Specialist
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🐏Build Financial Planning Connections with Rams Connect!

🚀 There are financial planning mentors on Rams Connect ready to connect with YOU! Check out some featured mentors below and request help or mentorship to gain valuable insights and guidance for your career.

By Career Management Center
Career Management Center
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LinkedIn Learning

These courses are provided through LinkedIn Learning. Campuswide access to LinkedIn Learning is provided by the Colorado State University Office of the Provost for all CSU faculty, staff and students. Here is more information on LinkedIn Learning access.

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CSU faculty, staff and students have free access to this robust online learning resource.

Financial Basics Everyone Should Know (2019)

Taught by Michael McDonald
How do banks work? Are you saving enough for retirement? Considering the answers to these questions and understanding financial basics…

Understanding Capital Markets (2019)

Taught by Michael McDonald
Capital markets are a crucial area of finance—and investors aren’t the only ones impacted. Retirement, buying a house, and long-term…
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Contact & Location

Phone
(970) 491-1540
Email
cob-cmc@business.colostate.edu
Address

Career Management Center
Rockwell West, Room 210
Fort Collins, CO 80523

Career Service Hours

Day of the week
 Department Hours Summer Hours (May 19-Aug 22)
Monday 8:00 AM - 5:00 PM 8:30 AM - 4:30 PM
Tuesday 8:00 AM - 5:00 PM 8:30 AM - 4:30 PM
Wednesday 8:00 AM - 5:00 PM 8:30 AM - 4:30 PM
Thursday 8:00 AM - 5:00 PM 8:30 AM - 4:30 PM
Friday 8:00 AM - 5:00 PM 8:30 AM - 4:30 PM