Business – Financial Planning (BA)
A Bachelor of Arts in business with a concentration in financial planning prepares you to become a leading professional in the personal financial services industry. You’ll develop the skills needed to become a financial advisor and assist clients with their most important planning decisions.
Quick facts
Business and financial planning courses
The coursework in the financial planning degree concentration teaches you how to complete comprehensive evaluations of financial states and goals. Class topics include personal finance and investment management, estate planning strategies and tax and insurance planning. You’ll also have opportunities for experiential learning before you head into your financial planning career.
ACC 231: Uses of Accounting Information I
ACC 241: Uses of Accounting Information II
FIN 300: Fundamentals of Finance
LES 305: Business Law and Ethics for Managers
MGT 300: Principles of Management and Leadership
MKT 300: Marketing and Business Performance
SCM 300: Global Supply Operations (SUST)
WPC 300: Problem Solving and Actionable Analytics (QTRS)
ACC 435: Personal Tax Management and Planning
FIN 380: Personal Financial Management
FIN 385: Personal Insurance Planning
FIN 386: Estate Planning Strategies
FIN 420: Personal Portfolio Management
FIN 460: Personal Finance Cases and Modeling
What you can do with a financial planning degree concentration
This online program provides you with knowledge and academic experience in personal financial planning, so you can secure employment in the growing field of financial services. You’ll gain the skills you need to evaluate and plan for your clients' personal financial needs.