The Financial Planning Concentration is designed to prepare undergraduate students to enter the financial planning profession. The Financial Planning curriculum aligns with Certified Financial Planner (“CFP”) requirements and is a CFP Board registered program  This registered program provides students with the opportunity to sit for CFP Exam upon meeting all requirements.  This program covers all the major areas of financial planning, including retirement, employee benefits, income tax, estate planning, and risk management. The Financial Planning Concentration has required classes in Financial Planning, Risk Management, Investments, Income Tax, Estate Tax, Retirement Planning,  and Financial Plan Development.

The program is most appropriate for those who intend to enter the financial planning profession as credit counselors, financial advisors, financial planners, wealth managers, or financial product representatives.

In addition to the learning outcomes of the B.S. Business Administration degree, this concentration requires students to: 

  •   Analyze a client’s current financial position
  •   Review a client’s risk management needs
  •   Estimate the current capital and future savings needed to fund goals
  •   Prepare and present recommendations for meeting goals
  •   Consider the impact of income and estate tax law on achieving goals
General Education:
BA 211Microeconomics3
BA 212Macroeconomics3
BA 302Business Ethics3
EH 105College Writing3
HE 111The Husson Experience ***1
MS 132Probability and Statistics3
PY 111General Psychology3
Fine Arts Elective3
Foreign Culture and Conversation Elective3
Historical Elective3
Humanities Elective 3
Lab Science Elective (Must also qualify as a sustainability elective)3-4
Literature Elective3
Math I Elective4
Philosophical Elective 3
Business Courses:
AC 121Principles of Accounting I3
AC 211Managerial Accounting 3
BA 101Introduction to Business3
BA 201Business Law I3
BA 202Business Law II3
BA 310Organization and Management3
BA 311Human Resource Management3
BA 351Internship3
BA 362Financial Management 3
BA 401Managerial Economics3
BA 411Organizational Behavior3
BA 490International Business3
CM 100Speech3
IT 214Spreadsheet Concepts and Applications3
MK 220Marketing Fundamentals3
Financial Planning Concentration:
AC 122Principles of Accounting II3
AC 441Federal Taxation I3
AC 442Federal Taxation II3
BA 271Risk Management3
BA 344Personal Financial Planning3
BA 364Corporate Options and Structure3
BA 460Investments: Stocks and Mutual Funds3
BA 466Investments: Bonds and Derivatives3
BA 481Benefits and Estate Planning3
BA 486Financial Plan Development3
Open Elective3
Total Hours122-123
BA 1013CM 1003
EH 1053MS 1323
HE 111***1Fine Arts Elective3
IT 2143Historical Elective3
PY 1113Philosophical Elective 3
Math I Elective4 
 17 15
AC 1213AC 1223
BA 2013BA 2023
BA 2113BA 2123
BA 2713BA 3623
Literature Elective3Humanities Elective 3
 15 15
AC 2113BA 3023
MK 2203BA 3113
BA 3103BA 4663
BA 3643BA 4903
BA 4603Open Elective3
 15 15
AC 4413AC 4423
BA 3443BA 3513
BA 4013BA 4863
BA 4113Lab Science Elective (Must also qualify as a sustainability elective)3-4
BA 4813Foreign Culture and Conversation Elective3
 15 15-16
Total Hours: 122-123

 May not be required for degree completion.