Financial Planning, BBA*

The Bachelor of Business Administration in Financial Planning prepares graduates with a blend of business fundamentals and financial planning knowledge needed to serve as expert resources in investing, saving, and money management. This program can be completed fully online, or through a combination of online and seated classes.

The program provides readiness preparation for graduates to sit for board certification and can be completed fully online or through a combination of seated and online classes.

Program Learning Outcomes

The following learning outcomes are linked to assignments and activities throughout this program:

FINANCIAL ANALYSIS: Graduates will be able to analyze financial statements, investment portfolios, and other financial data to assess the financial health of individuals and organizations. (Exploring, Preparing)
FINANCIAL PLANNING AND CLIENT SUPPORT: Graduates demonstrate proficiency in the financial planning process, including gathering client information, setting financial goals, developing a financial plan, and monitoring progress. Graduates are able to build and maintain long-term relationships with clients, understanding their needs and providing appropriate financial advice and services. (Exploring, Preparing, Integrating)
PROFESSIONAL ENGAGEMENT: Graduates will engage in the professional community by forming relationships among students, faculty, business professionals, professional organizations, and community partners, while using their skills in service of God’s world. Graduates will be aware of options regarding accounting careers, graduate education, and professional certification, and have a selected career path in place. (Exploring, Preparing, Integrating, Calling)

Requirements for the BBA in Financial Planning

General Education Core 35 hours

The Social and Behavioral Science general education requirement is covered in the major by BUS 2513. The Diversity general education requirement is covered in the major by LDR 3733.

Financial Planning Major 33 hours

BUS 4823	Business Strategy and Policy Capstone	3
BUS 4943	Business Ethics	3
FIN 2013	Careers in Financial Planning	3
FIN 3013	General Principles of Financial Planning	3
FIN 3023	Risk Management and Insurance Planning	3
FIN 3033	Investment Planning	3
FIN 3043	Tax Planning	3
FIN 3053	Retirement Savings and Income Planning	3
FIN 3063	Estate Planning	3
FIN 3073	Financial Plan Development	3

	Choose one:
FIN 3103	Financial Statement Analysis	3
FIN 3263	Finance Goes to the Movies	3
FIN 4103	Special Topics in Finance	3
FIN 4813	Finance Internship	3

Business Core 40 hours

Click here to view Business Core.

Electives 12 hours

Total Credit Hours: 120