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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.


Employment Options
  • Financial Advisor: Assess and advise clients on financial needs including investments, tax law, and insurance.
  • Financial Services: Sales representative that meets with cliental to recommend financial services including mutual funds, stocks, and insurance.
  • Insurance Underwriter: Evaluate clients about their insurance needs and make recommendations as to what actions should be taken.
  • Trust Officer: Advises on estate and trust issues while communicating with clients, agencies, and bank personnel.

READY TO
TAKE THE
NEXT STEP?

$10M

in scholarships annually



COURSEWORK


Course

Title (credits)
Econ 110 Personal Finance (3)
CS
or
CS
140

240
Integrated Software Applications (3)

Advanced Office Applications
Math 205 Statistics (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)

Course

Title (credits)
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 354 Global Competition & Strategy (3)
Acct 355 Income Tax Account I(3)
Busn 440 Investments (3)
Busn 450 Estate Planning (3)
Busn 451 Senior Financial Planning Colloquim (3)

Total Semester Credits Required: 60




OURPeople
TeddiJo Paulson
Teddi Jo Paulson, CFP, ChFC, MBA
Department Chair
Business, Accounting & Economices Chair and Associate Professor of Financial Planning
701-252-3467 ext. 5463
tpaulson@uj.edu
Committed to helping you succeed — both in and out of the classroom.


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