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 for 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

Students must also achieve the learning outcomes of the MBA degree.

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 Elective 3
Humanities Elective 3
Lab Science Elective (Must also qualify as a sustainability elective)3-4
Literature Elective3
Math I Elective4
Philosophical Elective3
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 401Managerial Economics3
BA 411Organizational Behavior3
BA 486Financial Plan Development3
BA 490International Business Replaces Foreign Culture & Conv. Elective3
CM 100Speech3
IT 214Spreadsheet Concepts and Applications3
MK 220Marketing Fundamentals3
Concentration in Financial Planning
AC 122Principles of Accounting II3
AC 441Federal Taxation I3
AC 442Federal Taxation II3
BA 271Risk Management3
BA 344Personal Financial Planning3
BA 362Financial Management 3
BA 364Corporate Options and Structure3
BA 460Investments: Stocks and Mutual Funds3
BA 466Investments: Bonds and Derivatives3
BA 481Benefits and Estate Planning3
Open Elective3
Graduate Business Courses
BA 600Research Methods in Business and Education3
BA 605Management Communications3
BA 625Global Strategic Management3
BA 642Leadership in Business and Professions3
BA 643Strategic Change Management3
Choose one of the following:3
Marketing Management
Strategic Marketing for Nonprofit Organizations
Advanced Sales and Marketing in Hospitality
Strategic Selling
Graduate Business Electives*12
* Excludes BA 620/BA 602 and students who take BA 460 may not take BA 627
Total Hours152-153
First Year
BA 1013CM 1003
EH 1053MS 1323
HE 111***1Fine Arts Elective3
IT 2143Historical Elective 3
PY 1113Philosophical Elective3
Math I Elective4 
 17 15
Second Year
AC 1213AC 1223
BA 2013BA 2023
BA 2113BA 2123
BA 2713BA 3623
Literature Elective3Humanities Elective 3
 15 15
Third Year
AC 2113BA 3023
BA 3103BA 3113
BA 3643BA 4663
BA 4603BA 4903
MK 2203Open Elective3
 15 15
Fourth Year
BA 3443BA 3513
BA 4013BA 4863
BA 4113BA 621 (or BA 712 or BA 720 or BA 754)3
BA 6003Lab Science Elective (Must also qualify as a sustainability elective)3-4
Graduate Business Elective3Graduate Business Elective3
 15 15-16
Fifth Year
AC 4413AC 4423
BA 4813BA 6253
BA 6053BA 6423
BA 6433Graduate Business Elective3
Graduate Business Elective3Foreign Culture and Conversation Elective3
 15 15
Total Hours: 152-153

 May not be required for degree completion.