Financial Planning, BS

Financial Planning, BS, program director: D. Pruis

Financial planners assist individuals and households with their financial plans, including budgets, savings, investments, debt, insurance, retirement, taxes, and estate planning. The financial planning major prepares students to become financial advisors and planners, according to biblical principles. The program is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board) and meets the CFP Board education requirement to help students attain the CFP® designation.

Program Requirements

For entry into 300-level courses in the financial planning major, students must achieve at least a C in BUS 101 , BUS 201 , ACCT 203 , and ACCT 204 .

ACCT 203 - Managerial Accounting
ACCT 204 - Financial Accounting
ACCT 306 - Income Tax
BUS 101 - Introduction to Business
BUS 201 - Management and Organizational Behavior
BUS 350 - Business Law
BUS 392 - Business Ethics
BUS 393 - Strategic Management
FIN 201 - Personal Finance
FIN 301 - Corporate Finance
FIN 302 - Investments
FIN 311 - Fundamentals of Financial Planning and Insurance
FIN 312 - Estate Planning
FIN 313 - Retirement Planning and Employee Benefits
FIN 394 - Financial Planning Capstone
MKTG 301 - Marketing
MKTG 303 - Professional Selling

Total Semester Hours: 53

Cognates

(22 credit hours)

DATA 175 - Productivity Software
ECON 221 - Principles of Microeconomics
ECON 222 - Principles of Macroeconomics
PSYC 151 - Introductory Psychology: Perspectives on the Self
SOWK 370 - The Helping Interview
STAT 143 - Introduction to Probability and Statistics or equivalent

One from

ART 153 - Visual Culture
COMM 101 - Oral Rhetoric
COMM 141 - Visual Rhetoric