Financial Planning Concentration

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.

In this focused academic concentration, you’ll explore topics related to investments, taxes, debt management, income planning, and retirement savings, as well as learn how to develop a holistic plan for achieving financial stability.

students in classroom

What You’ll Learn

By concentrating in financial planning, you will:

  • Analyze financial statements and investment portfolios.
  • Explore strategies for increasing income, reducing debt, and meeting individual financial goals.
  • Deepen your understanding of global markets and economic conditions.
  • Hone your investment skills by making use of the Girard School of Business’ Mucci Capital Markets Lab, which houses 20 Bloomberg terminals.

Hands-on Learning

You’ll have the opportunity to take part in a semester-long Financial Coaching course through the Financial Capability Center. It’s your chance to gain firsthand experience working with clients from the local community on setting and reaching financial goals.

Career Options

After completing the concentration in financial planning, you’ll be prepared for a career in finance or as an independent financial planner. Potential employers may include:

  • Financial planning and advisory firms
  • Securities and commodity brokerage firms
  • Small entrepreneurial enterprises

What You’ll Take

All business administration majors must satisfy the college’s general education requirements and the following business requirements*:

BUS 1100

Introduction to Business

BUS 2203

Accounting for Business

BUS 2205

Principles of Marketing

BUS 2210

Management Information Systems

BUS 2213

Business Statistics

BUS 2215

Managerial Finance

BUS 2220

Operations Management

BUS 4402W

Strategic Analysis and Decision-Making

* ECO 1203 and MTH 1003 or MTH 1115 are prerequisite courses that must be completed by all business administration majors.

In addition to the core courses in business administration listed above, financial planning concentrates must also complete the following six courses:

Concentration Core (complete all four)

FIN 3315

Corporate Finance

FIN 3325


FIN 4435

Financial Planning

FIN 4436

Income Tax and Estate Planning

Concentration Electives (choose two)

FIN 3500
FIN 3550

Fieldwork in Financial Coaching

Financial and Health Coaching

FIN 4315

Financial Markets and Institutions

FIN 4406

International Financial Management

FIN 4443

Portfolio Analysis

FIN 4900

Special Topics in Finance

MKT 3316
MKT 3355
Marketing of Services
Consumer Behavior