Bachelor of Science in Financial Planning
Effective February 19, 2012, this program is no longer available for future enrollments
The Bachelor of Science in Financial Planning (BSFINP) program contains course work designed to familiarize our students with the many facets of financial planning. Among the areas to be explored will be: how to manage every day risks and how we can invest and utilize assets to meet individual financial goals. With the knowledge gained in this curriculum, our students will develop the necessary skills to enhance their ability to sit for the Certified Financial Planner (CFP) exam* and consider financial planning as a career. This expertise is in high demand in the workplace and is expected to be in high demand for many years to come. Students who become professional financial planners will gain a great deal of satisfaction from helping clients to organize and enhance their financial lives. Students will also benefit from the professional and personal relationships they will build with their clients and their clients’ families.
Outcomes:
- Demonstrate a working knowledge of the values, skills, and techniques utilized in the personal financial planning process
- Apply the theories and strategies of personal financial planning as they relate to retirement and estate planning
- Demonstrate an understanding of the ever-changing financial services environment
- Model as a financial services professional, an awareness of the ethical and professional considerations in personal financial planning
Degree Requirements
Courses: Preparatory
| ENGL080 | English Composition Preparation | 4 |
| IT 080 | |
| MATH 060 | |
| MATH 080 | |
Courses: General Education
Courses: Core
| ACCT201 | Accounting I | 4 |
| ACCT202 | Accounting II | 4 |
| ACCT203 | Accounting III | 4 |
| ACCT361 | Tax Accounting I | 4 |
| ACCT362 | Tax Accounting II | 4 |
| BADM150 | Contemporary Business Trends | 4 |
| BADM305 | Organizational Behavior | 4 |
| BADM350 | International Business | 4 |
| BADM440 | Research Design Methods and Applications | 4 |
| BADM475 | Small Business Management and Entrepreneurship | 4 |
| FINC225 | Financial Statement Analysis | 4 |
| FINC310 | Money and Capital Markets | 4 |
| FINC350 | Financial Institutions | 4 |
| FINC400 | Financial Management | 4 |
| IT235 | Database Applications With Access | 4 |
| IT254 | Spreadsheet Applications | 4 |
| MGMT115 | Introductory Business Practices | 4 |
| MGMT235 | Business Law I | 4 |
| MGMT345 | Operations Management | 4 |
| MKTG225 | Introduction to Marketing | 4 |
| ELE | Select a minimum of 8 credit hours | 8 |
| Total Credit Hours: | 88 |
Courses: Concentration
| FINP300 | Personal Financial Planning | 4 |
| FINP310 | Taxation in Financial Planning | 4 |
| FINP315 | Principles of Risk Management and Insurance | 4 |
| FINP320 | Investments | 4 |
| FINP420 | Employee Benefits and Retirement Planning | 4 |
| FINP430 | Estate Planning | 4 |
| FINP450 | Financial Planning Capstone | 4 |
| Total Credit Hours: | 28 |
*Certified Financial Planner Board of Standards, Inc. owns the certification mark CFP ®, certified financial planner and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing requirements. The CFP Board requirements include the completion of a bachelor’s degree from a regionally accredited college or university, and compliance with certain ethical standards as defined by the CFP’s candidate fitness standards, and three years of relevant financial planning experience. Please visit cfp.net for more information.
ENGL112, English Composition II, is a prerequisite for all 300 and 400 level courses. Exceptions to this policy must be approved by the appropriate Director of Education, Dean or Chair.
Total Credit Hours: 180