Bachelors (BS) in Financial Planning

This major offers a 63-semester-hour course of study registered by the CFP® Board, enabling students to acquire the necessary technical and professional skills for a successful career as a Certified Financial Planner®, the top credentialing certification in the financial planning profession. After students complete the course work involved with this degree, they will have met the educational requirement of the CFP® Board and be eligible to sit for the CFP® exam. Like other majors in the Department of Business and Economics, it requires completion of a general business core. Students are required to obtain a minimum grade of C- in all major courses.

Degree Outcomes

Graduates with a BS in Financial Planning will possess:

  • The skills and knowledge of financial planning that are represented in the full range of topics covered by the CFP® examination. Including knowing how to:
    • Understand the fundamentals of the financial planning process.
    • Calculate and interpret the time value of money.
    • Develop a clear, professional understanding of insurance policies and strategies.
    • Understand risk management concepts.
    • Apply tax planning strategies to meet the goals of the client.
    • Become skilled in applying retirement planning strategies.
    • Develop estate planning strategies for the benefit of clients.
  • Interpersonal skills necessary to maintain successful client relationships and to work effectively in planning environments.
  • The quantitative, analytical, and technical skills needed to address complex financial situations.
  • The ability to develop financial plans for clients with a variety of needs.
  • The awareness, understanding, and skills necessary to live and work in a diverse world.
  • Knowledge of the legal and regulatory environment in which financial planning occurs and familiarity with relevant licensing, reporting, and compliance requirements.
  • The ability to recognize the ethical dilemmas that may arise in financial planning practices and familiarity with the appropriate responses to those dilemmas, as reflected in the CFP® Board's Code of Ethics and Professional Responsibilities.

Major Requirements

Business Core (42 hours)
ACCT 271 Principles of Financial Accounting 3
ACCT 272 Principles of Managerial Accounting 3
BUSN 110 Introduction to Business 3
BUSN 120 Personal Finance 3
BUSN 240 Statistics for Business and Economics 3
BUSN 290 Business Ethics 3
BUSN 360 Business Law 3
BUSN 486 Strategic Management 3
ECON 201 Principles of Microeconomics 3
ECON 202 Principles of Macroeconomics 3
FINC 260 Business Finance 3
GBSN 300 Global Business 3
MGMT 260 Principles of Management 3
MKTG 260 Principles of Marketing 3
Financial Planning Core (21 hours)
FINC 250 Personal Financial Planning for Professionals 3
FINC 310 Insurance Planning and Risk Management 3
FINC 320 Income Tax Planning 3
FINC 330 Estate Planning 3
FINC 450 Investment Planning 3
FINC 470 Retirement Planning 3
FINC 491 Personal Financial Planning Capstone 3