Financial Planning, BBA*

The Bachelor of Business Administration in Financial Planning prepares graduates with a blend of business fundamentals and financial planning knowledge needed to serve as expert resources in investing, saving, and money management. This program can be completed fully online, or through a combination of online and seated classes.

The program provides readiness preparation for graduates to sit for board certification.

 

Graduates of the Bachelor of Business Administration, Financial Planning program will be able to:

1. Build professional standards which reflect responsible, sustainable, and ethical practices while dealing with clients.
2. Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague, or simulated client interaction and/or results emanating from a synthesis of material.
3. Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan.
4. Recommend financial advice to clients based on a financial advice process that suits the client.
5. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.
6. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
7. Apply the CFP Board Financial Planning Practice Standards to the financial planning process.
8. Align personal, professional, and organizational conduct with ethical and professional standards of conduct including an understanding of corporate social responsibility.

Program Learning Outcomes

The following learning outcomes are linked to assignments and activities throughout this program:

1. CRITICAL THINKING: Professional graduates think critically and apply systems thinking to decision making.
2. PROBLEM SOLVING AND APPLICATION: Professional graduates apply functional area concepts and theories appropriately.
3. PROFESSIONAL COMMUNICATION: Professional graduates communicate effectively by preparing and delivering oral and written presentations using appropriate technologies.
4. SOCIAL AND ETHICAL RESPONSIBILITY: Professional graduates align personal, professional, and organizational conduct with ethical and professional standards of conduct, including an understanding of corporate social responsibility.
5. VOCATIONAL AWARENESS: Professional graduates demonstrate an understanding of God's ongoing story in the world and their responsibility to God, self, organization, and the world as a part of that ongoing story.

Requirements for the BBA in Financial Planning

General Education Core 35 hours

(The Social and Behavioral Science general education requirement is covered in the major by BUS 2513. The Diversity general education requirement is covered in the major by BUS 3033.)

Business Core 36 hours

Click here to view Business Core.

Financial Planning Major 27 hours

BUS 4823	Business Strategy and Policy Capstone	3
BUS 4943	Business Ethics	3
FIN 3013	General Principles of Financial Planning	3
FIN 3023	Risk Management and Insurance Planning	3
FIN 3033	Investment Planning	3
FIN 3043	Tax Planning	3
FIN 3053	Retirement Savings and Income Planning	3
FIN 3063	Estate Planning	3
FIN 3073	Financial Plan Development Capstone	3

Electives 22 hours

Total Credit Hours: 120