Financial Planning

Financial Planning 

Our Certified Financial Planner (CFP®) Board Approved Financial Planning major prepares you to become a trusted financial planner. You’ll build the skills to guide individuals, families, and small businesses through major life decisions, making a real difference while building a rewarding career. The curriculum covers investment strategy, retirement and estate planning, tax and risk management, and more—all with a hands-on, real-world focus. Plus, you’ll be eligible to sit for the CFP® exam, the gold standard in wealth management. With demand for financial planners on the rise, there’s never been a better time to turn your business degree into a purpose-driven profession.

Required Courses

A Bachelor of Science in Business Administration (B.S.B.A.) requires a minimum of 120 earned credits, 51 of which must be from the Business Core courses. 

Students entering the School of Business are expected to inform their Student Success Coach about their career objectives and their desired major(s) and minor(s) and to consult with them when planning their program of study. The student's curriculum path must include the requirements of their specific major (listed below), University Bridges courses, and Business School Core courses. 

Financial Planning Required Courses

Total Credits: 24

Financial Planning majors should take FINC 313 during their sophomore year or as soon as prerequisites have been met. To major in Financial Planning, students must pass FINC 313 with a grade of 'C' or better. 

Financial Planning Minor Courses

Total credits: 15

Note: The Financial Planning minor does not meet the educational requirements to sit for the CFP exam.