Center for Financial Services

The Center for Financial Services was created in 2001 with contributions from private companies such as Citigroup/Primerica. Its role is to prepare students for careers in the financial services industry and to meet the demands for employees knowledgeable in a full range of financial services. Other center activities include facilitating interaction between students and prospective employers and hosting pertinent research presentations by Southern Miss and other guest faculty members.

As a research center, the CFS also provides information beneficial to the financial services industry. The CFS houses a student trading room, providing real-time access to current financial information, economic forecasts and industry research.

Financial Planning Degree Program
In conjunction with the Department of Economics, Finance and International Business, the Center has received approval from the Certified Financial Planner Board of Standards (CFP Board) to allow Finance graduates with an emphasis in Financial Planning to meet the education requirements necessary to sit for the Certified Financial Planner Exam (CFP Exam).

Financial Planning Certificate Program
For non-finance majors or non-degree seeking students, the Center offers a for-credit certificate program that has been approved by the CFP Board as meeting the education requirements necessary to sit for the Certified Financial Planner Exam (CFP Exam).

  • ACC 330 Federal Income Tax Accounting
  • FIN 300 Principles of Finance
  • FIN 320 Financial and Retirement Planning
  • FIN 352 Principles of Investments
  • FIN 392 Estate and Business Planning
  • REI 325 Personal Insurance Planning and Employee Benefits

CFS Lab
The CFS Lab was created through the generous support of The Citigroup/Primerica Foundation. The lab provides finance students with industry software that facilitates an active learning environment. Students are able to use the lab resources to screen for potential investments, analyze these investments, and generate reports on these investments. Financial planning students will soon be able to access a comprehensive financial planning software package that will better prepare them for entry-level jobs in financial planning.

CFS Scholarships
The Center provides 3-5 scholarships to finance majors each year. These scholars maintain office hours in the Center and participate in research projects sponsored by the CFS. These projects are designed to develop a stronger understanding of personal finance and investing.