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 retirement, employee benefits, income tax, estate planning, and risk management. The Financial Planning Concentration has required classes in 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.
In addition to the learning outcomes for 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
Students must also achieve the learning outcomes of the MBA degree.
| 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 401 | Managerial Economics | 3 |
| BA 411 | Organizational Behavior | 3 |
| BA 486 | Financial Plan Development | 3 |
| BA 490 | International Business Replaces Foreign Culture & Conv. Elective | 3 |
| CM 100 | Speech | 3 |
| IT 214 | Spreadsheet Concepts and Applications | 3 |
| MK 220 | Marketing Fundamentals (or Open Elective) | 3 |
| Concentration in Financial Planning | ||
| 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 362 | Financial Management | 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 |
| Open Elective | 3 | |
| Graduate Business Courses | ||
| BA 600 | Research Methods in Business and Education | 3 |
| BA 605 | Management Communications | 3 |
| BA 625 | Global Strategic Management | 3 |
| BA 642 | Leadership in Business and Professions | 3 |
| BA 643 | Strategic Change Management | 3 |
| 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 Hours | 152-153 | |
| First Year | |||
|---|---|---|---|
| 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 | ||
| Second Year | |||
| 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 | ||
| Third Year | |||
| 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 | ||
| Fourth Year | |||
| Fall | Hours | Spring | Hours |
| BA 344 | 3 | BA 351 | 3 |
| BA 401 | 3 | BA 486 | 3 |
| BA 411 | 3 | BA 621 (or BA 712 or BA 720 or BA 754) | 3 |
| BA 600 | 3 | Lab Science Elective (Must also qualify as a sustainability elective) | 3-4 |
| Graduate Business Elective | 3 | Graduate Business Elective | 3 |
| 15 | 15-16 | ||
| Fifth Year | |||
| Fall | Hours | Spring | Hours |
| AC 441 | 3 | AC 442 | 3 |
| BA 481 | 3 | BA 625 | 3 |
| BA 605 | 3 | BA 642 | 3 |
| BA 643 | 3 | Graduate Business Elective | 3 |
| Graduate Business Elective | 3 | Foreign Culture and Conversation Elective | 3 |
| 15 | 15 | ||
| Total Hours: 152-153 | |||
- ***
May not be required for degree completion.