Business Administration, Financial Planning Concentration, B.S.B.A.

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Finance is the way in which individuals, businesses, governments, and organizations raise, allocate, spend, and invest monetary resources. By concentrating in Financial Planning, you’ll develop the foundational skills and knowledge required to help individuals and corporations meet their short- and long-term financial objectives. You’ll explore topics related to investments, taxes, debt management, and retirement and estate planning, as well as learn how to develop a holistic plan for achieving financial stability.

In addition to satisfying the college’s Liberal Studies core requirements and the cognate and core requirements for the major in Business Administration, students concentrating in Financial Planning complete the following courses:

Concentration Requirements

Financial Planning Concentration Core Requirements

FIN 3315 - Corporate Finance Credits: 4
FIN 3325 - Investments Credits: 4
FIN 4435 - Financial Planning Credits: 4
FIN 4436 - Income Tax and Estate Planning Credits: 4

Required Financial Planning Electives

Choose two of the following: (Note: Only one MKT course can count toward the electives requirement.)

FIN 3500 - Fieldwork in Financial Coaching Credits: 4
FIN 3550 - Financial and Health Coaching Credits: 4
FIN 4315 - Financial Markets and Institutions Credits: 4
FIN 4406 - International Financial Management Credits: 4
FIN 4433 - Portfolio Analysis (Formerly Advanced Investments) Credits: 4
FIN 4900 - Special Topics in Finance Credits: 4
MKT 3316 - Marketing of Services Credits: 4
MKT 3355 - Consumer Behavior Credits: 4