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Financial Planning

The Financial Planning Concentration is designed to prepare students to counsel individuals on personal financial matters that impact the family. The skills taught in this major prepare students for careers as Financial Advisors, Investment Advisors, Insurance Advisors, and Estate Planning Advisors. The program provides students with the critical knowledge to sit for the Certified Financial Planner (CFP) exam.

By planning early in consultation with an academic advisor, students may be able to reduce the time it takes to complete a bachelor’s degree in Financial Planning to 3 or 3½ years.

The following goals and associated learning outcomes delineate what we strive for students to achieve when they complete the major program of study in Finance:

Goal 1: Knowledge of Finance Information
Upon completion of the major program of study in Finance, students will be able to

  1. Identify, measure, record, and communicate financial information relating to an organization
  2. Interpret, analyze, and evaluate financial information relating to an organization
  3. Demonstrate the acquisition of analytical, quantitative, and critical thinking skills necessary for decision making
  4. Use industry specific software

Goal 2: Application of Business Information
Upon completion of the major program of study in Finance, students will be able to

  1. Apply quantitative research methods to various challenges faced by business organizations
  2. Apply qualitative research methods to various challenges faced by business organizations
  3. Integrate business information into effective decision making

Goal 3: Ethical Decision-making
Upon completion of the major program of study in Finance, students will be able to

  1. Identify ethical issues implicit in business
  2. Evaluate and decide among alternative solutions to ethical problems

Goal 4: Professional skills
Upon completion of the major program of study in Finance, students will be able to

  1. Communicate effectively in writing for the discipline
  2. Communicate effectively orally for the discipline
  3. Work effectively in teams