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Business Studies

Financial Planning & Wealth Management

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Business Studies: Financial Planning and Wealth Management

Online Undergraduate Program
Our online financial planning degree program will prepare you for diverse opportunities in investment, banking, insurance, and other financial planning-related careers. Upon completion, you will be able to demonstrate:

  • Knowledge of the core areas of financial planning and the related ethical responsibilities
  • Effective communication skills, acquired from our liberal arts approach to business education
  • The ability to think critically by integrating the areas of wealth management in the development of a comprehensive financial plan
  • Knowledge of the legal, social, and economic environment of business within a financial planning context
Want to become a Certified Financial Planner?

Our program has the required courses you need to prepeare for the CFP® Certification Examination.

Setting you up for success.

Whether you want to advance or change your career, our online business degree program provides the courses and flexibility you need to succeed. With transfer credit options and 24/7 access to our online classroom, you can complete your degree on your terms.

Improve your skill set & advance your career.

All without leaving your couch.

CAREER OPTIONS

  • Bank Trust Officer
  • Estate Planning Professional
  • Financial Adviser
  • Financial Planner
  • Risk Management Supervisor
  • Wealth Manager
98%

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

49K-139K

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

Spencer Kamoni

Graduated: 2015
Red River Financial Group, Fargo, ND

“From the knowledge of the professors’ industry experience to the course curriculum replicating that of the CFP® designation curriculum, you will not find a more well-rounded program to jump-start your own career.”

TUITION

Students must complete 39 credit hours, at $435 per credit, to complete the program. The other 85 credits required for graduation should be completed in the form of general education, transfer credits, and/or CLEP tests.

COURSEWORK

Course Title (credits)
Econ 110 Personal Finance (2)
CS 140 Integrated Software Applications (3)
Acct 201 Principles of Accounting I (3)
Acct 202 Principles of Accounting II (3)
Econ
or
Econ
201

202
Principles of Microeconomics (3)

Principles of Macroeconomics (3)
Busn 301 Intro to Financial Planning (1)
Course Title (credits)
Busn 305 Insurance Planning (3)
Busn 310 Retirement & Benefits Planning (3)
Busn 320 Marketing (3)
Busn 330 Sales & Sales Management (3)
Acct 355 Income Tax Accounting (3)
Busn 440 Investments (3)
Busn 450 Estate Planning (3)
Busn 451 Financial Planning Capstone Project (3)

General Courses


OURPeople
Mackenzie Tadych
Committed to helping you succeed — both in & out of the classroom



UNIVERSITY OF JAMESTOWN
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