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. The program covers all the major areas of financial planning, including personal 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.
Through a combination of rigorous coursework and real-world applications, the program equips students with the skills, professionalism, and ethical foundation needed to succeed in the financial planning profession. Specifically, in achieving the intended student learning outcomes for the B.S. Financial Planning degree, students will:
- Apply the major concepts of the functional areas of business.
- Apply legal and ethical principles in business to organizational decision-making.
- Apply business-related techniques to management decisions.
- Analyze leadership choices in the internship setting.
- Apply professional business communication skills.
- Collaborate with diverse colleagues in team situations.
- Apply general and functional knowledge of financial planning principles.
| General Education: | ||
| BA 211 | Microeconomics | 3 |
| BA 212 | Macroeconomics | 3 |
| EH 105 | College Writing | 3 |
| HE 111 | The Husson Experience *** | 1 |
| CM 100 | Speech | 3 |
| MS 132 | Probability and Statistics | 3 |
| PY 111 | General Psychology | 3 |
| Fine Arts Elective | 3 | |
| Foreign Culture and Conversation Elective | 3 | |
| Lab Science Elective | 3-4 | |
| Literature Elective | 3 | |
| Math I Elective | 4 | |
| Natural, Social Science, or History Elective | 3 | |
| 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 215 | Business Math | 3 |
| BA 302 | Business Ethics | 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 |
| IT 214 | Spreadsheet Concepts and Applications | 3 |
| MK 220 | Marketing Fundamentals (or Open Elective) | 3 |
| 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 |
| 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 | Natural, Social Science, or History 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 215 | 3 |
| Literature Elective | 3 | BA 362 | 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 | 3-4 |
| 15 | 15-16 | ||
| Total Hours: 122-123 | |||
- ***
May not be required for degree completion.