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Our Purpose

The Financial Planning Pathway connects students with the people, resources, and experiences needed to explore and prepare for careers in financial planning, wealth management, and financial advising.

 

Working alongside the University of Kentucky's Certificate in Financial Planning Program, the Pathway complements students' academic preparation for the CFP® designation with networking, professional development, experiential learning, and career opportunities.

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What The Pathway Offers

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  • Networking with practicing advisors and firms across Lexington

  • Professional development and leadership growth

  • Experiential learning, including firm visits and microinternships

  • Career opportunities in planning, wealth management, and advising

  • A direct connection to UK's Certificate in Financial Planning

Meet The Team

Camryn Beatty
Chair of Financial Planning
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Prof. Will Gerken
Director of CFP Program
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Explore More

Financial Planning Pathway Associates

The Financial Planning Pathway is one of several career pathways offered through the Finance Society. See the full set and find the track that fits you.

CFP Program

Learn what UK's Certificate in Financial Planning is, what it covers, and why it matters for a career in the profession.

Explore CFP Program →

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GATTON COLLEGE OF BUSINESS & ECONOMICS

550 SOUTH LIMESTONE, LEXINGTON, KENTUCKY 40506

The Finance Society at the University of Kentucky assumes no responsibility for any errors, omissions, or use of the information on this website. Content is for educational purposes only and does not constitute investment advice. Opinions expressed are subject to change and do not reflect official views.

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