The B.S. Financial Planning degree 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 https://www.cfp.net/. 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 degree 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 211 | Microeconomics | 3 |
| BA 212 | Macroeconomics | 3 |
| BA 302 | Business Ethics | 3 |
| EH 105 | College Writing | 3 |
| HE 111 | The Husson Experience *** | 1 |
| MS 132 | Probability and Statistics | 3 |
| PY 111 | General Psychology | 3 |
| Fine Arts Elective | 3 | |
| Foreign Culture and Conversation Elective | 3 | |
| Historical Elective | 3 | |
| Humanities Elective | 3 | |
| Lab Science Elective (Must also qualify as a sustainability elective) | 3-4 | |
| Literature Elective | 3 | |
| Math I Elective | 4 | |
| Philosophical Elective | 3 | |
| Business Courses: | ||
| AC 121 | Principles of Accounting I | 3 |
| AC 211 | Managerial Accounting | 3 |
| BA 101 | Introduction to Business | 3 |
| BA 201 | Business Law I | 3 |
| BA 202 | Business Law II | 3 |
| BA 310 | Organization and Management | 3 |
| BA 311 | Human Resource Management (or Open Elective) | 3 |
| BA 351 | Internship | 3 |
| BA 362 | Financial Management | 3 |
| BA 401 | Managerial Economics | 3 |
| BA 411 | Organizational Behavior | 3 |
| BA 490 | International Business | 3 |
| CM 100 | Speech | 3 |
| IT 214 | Spreadsheet Concepts and Applications | 3 |
| MK 220 | Marketing Fundamentals (or Open Elective) | 3 |
| Financial Planning Concentration: | ||
| AC 122 | Principles of Accounting II | 3 |
| AC 441 | Federal Taxation I | 3 |
| AC 442 | Federal Taxation II | 3 |
| BA 271 | Risk Management | 3 |
| BA 344 | Personal Financial Planning | 3 |
| BA 364 | Corporate Options and Structure | 3 |
| BA 460 | Investments: Stocks and Mutual Funds | 3 |
| BA 466 | Investments: Bonds and Derivatives | 3 |
| BA 481 | Benefits and Estate Planning | 3 |
| BA 486 | Financial Plan Development | 3 |
| Open Elective | 3 | |
| Total Hours | 122-123 | |
| Freshman | |||
|---|---|---|---|
| Fall | Hours | Spring | Hours |
| BA 101 | 3 | CM 100 | 3 |
| EH 105 | 3 | MS 132 | 3 |
| HE 111*** | 1 | Fine Arts Elective | 3 |
| IT 214 | 3 | Historical Elective | 3 |
| PY 111 | 3 | Philosophical Elective | 3 |
| Math I Elective | 4 | ||
| 17 | 15 | ||
| Sophomore | |||
| Fall | Hours | Spring | Hours |
| AC 121 | 3 | AC 122 | 3 |
| BA 201 | 3 | BA 202 | 3 |
| BA 211 | 3 | BA 212 | 3 |
| BA 271 | 3 | BA 362 | 3 |
| Literature Elective | 3 | Humanities Elective | 3 |
| 15 | 15 | ||
| Junior | |||
| Fall | Hours | Spring | Hours |
| AC 211 | 3 | BA 302 | 3 |
| BA 310 | 3 | BA 311 (or Open Elective) | 3 |
| BA 364 | 3 | BA 466 | 3 |
| BA 460 | 3 | BA 490 | 3 |
| MK 220 (or Open Elective) | 3 | Open Elective | 3 |
| 15 | 15 | ||
| Senior | |||
| Fall | Hours | Spring | Hours |
| AC 441 | 3 | AC 442 | 3 |
| BA 344 | 3 | BA 351 | 3 |
| BA 401 | 3 | BA 486 | 3 |
| BA 411 | 3 | Foreign Culture and Conversation Elective | 3 |
| BA 481 | 3 | Lab Science Elective (Must also qualify as a sustainability elective) | 3-4 |
| 15 | 15-16 | ||
| Total Hours: 122-123 | |||
- ***
May not be required for degree completion.