Financial Planning & Wealth Management
- Major
FINANCIAL PLANNING & WEALTH MANAGEMENT
Learn in one of the only four-year programs of its kind to prepare yourself for a career in investments, banking, insurance, and other financial-planning-related careers. Learn how to control what makes the world turn—money.
- Professional work experience integrated into classroom discussion and learning
- A unique liberal arts element to your study of business
- Small class sizes and faculty dedicated to excellence and student learning
- Opportunities to meet and engage with business professionals from the community
- Opportunities for international study, hands-on field experience, and co-curricular activities
PERSONALIZE YOUR DEGREE
Minors are available in Accounting, Business Administration, Management, and Marketing.
GAIN REAL-LIFE EXPERIENCE – ALL BEFORE YOU GRADUATE.
Internships
Obtain work experience and make informed career choices through supervised internships of a semester or longer.
Coursework
| Course | Title | Credits |
|---|---|---|
Math 105 or Math 205 |
Applied Business Statistics
Statistics |
3
3 |
Econ 110 |
Personal Finance |
3 |
CS 140 or CS 240 |
Integrated Software Applications
Advanced Office Applications |
3 |
Acct 201 |
Principles of Accounting I |
3 |
Econ 201 |
Principles of Microeconomics |
3 |
Acct 202 |
Principles of Accounting II |
3 |
Econ 202 |
Principles of Macroeconomics |
3 |
Comm 220 |
Interpersonal Communication |
3 |
Busn 301 |
Introduction to Financial Planning |
3 |
Busn 305 |
Insurance Planning |
3 |
Busn 315 |
Business Law I |
3 |
Busn 320 |
Marketing |
3 |
Busn 321 |
Business Management |
3 |
Busn 330 |
Sales & Sales Management |
3 |
Busn 351 |
Financial Management |
3 |
Econ 309 or Econ 354 |
Global Financial Markets
Global Competition & Strategy |
3
3 |
Acct 355 |
Income Tax Accounting |
3 |
Busn 440 |
Investments |
3 |
Busn 450 |
Estate Planning |
3 |
Busn 451 |
Senior Financial Planning Colloquium |
3 |
Total Semester Credits Required: 60