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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.

  • Flexible, strong, and varied majors and areas of study
  • A unique liberal arts element to your study of business
  • Small class sizes and faculty dedicated to excellence and student learning
  • Classes taught in the state-of-the-art Unruh and Sheldon Center
  • Opportunities for international study, hands-on field experience, and co-curricular activities
PERSONALIZE YOUR DEGREE

Minors are available in Accounting, Business Administration, Management, or Marketing.

Gain real-life experience – all before your graduate.

Community Alliance for Management Consulting (CAMC)

Juniors and seniors, who work in supervised student teams, provide consulting services to business firms and other organizations.


Internships

Obtain work experience and make informed career choices through supervised internships of a semester or more in length.


Proven Success
  • Graduating seniors have scored as high as the 98th percentile in the Major Field Achievement Test in Business.
  • Students regularly score in the top three in academic business competitions at the state and national Phi Beta Lambda Leadership Conferences.
  • 96% career placement rate for University of Jamestown Business and Accounting students in quality positions within six months of graduation.


Employment Options
  • Bank and Branch Manager
  • Financial Manager
  • Securities Broker
  • Financial Analyst
  • Financial Aid Counselor
  • Insurance Agent

READY TO
TAKE THE
NEXT STEP?

98%

Placement Rate1Rate based University of Jamestown 2018 bachelor’s degree graduates 1

49K-139K

Expected salary range for a
Financial Planning and Wealth Management professional2Based on data from “FOCUS 2 CAREER 2



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 Assistant 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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