More Information
Visit the online course catalog for more information about all majors and minors.
Meet Your 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.
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 |
Investments |
|
FIN 4435 |
Financial Planning |
|
FIN 4436 |
Income Tax and Estate Planning |
Concentration Electives (choose two)
|
FIN 3500 |
Fieldwork in Financial Coaching |
|
FIN 4315 |
Financial Markets and Institutions |
|
FIN 4406 |
International Financial Management |
|
FIN 4443 |
Portfolio Analysis |
|
FIN 4900 |
Special Topics in Finance |
|
MKT 3316 or MKT 3355 |
Marketing of Services or Consumer Behavior |