Financial Planning Graduate Option
This option is offered within the following major(s):
This option gives current wealth management professionals a graduate credential and qualify them to seek the Certified Financial Planner designation. Financial Planning focuses on the individual and the discipline around wealth management, tax, estate, retirement, and insurance planning. The role of the financial planner is to both understand the goals and resources of a client and to plan and communicate options for the client to achieve these goals. At many levels, the financial planner is tasked with aiding clients to form a realistic understanding of their economic condition and prospects and to aid in maintaining and building their clients’ economic standing.
| Code | Title | Hours |
|---|---|---|
| Required Business Core | ||
| BA 513 | BUSINESS LEGAL ENVIRONMENT | 3 |
| BA 514 | OPERATIONS MANAGEMENT | 3 |
| BA 515 | MANAGERIAL DECISION TOOLS | 3 |
| BA 516 | CREATING VALUE IN EXCHANGE | 3 |
| BA 517 | MARKETS AND VALUATION | 3 |
| Financial Planning Concentration | ||
| BA 540 | CORPORATE FINANCE | 3 |
| FIN 542 | INVESTMENTS | 3 |
| FIN 550 | FUNDAMENTALS OF FINANCIAL PLANNING | 4 |
| FIN 551 | INSURANCE PLANNING AND TAX PLANNING | 4 |
| FIN 552 | FINANCIAL PLANNING II | 3 |
| FIN 553 | FINANCIAL PLANNING III | 6 |
| MRKT 588 | PERSONAL SELLING | 4 |
| Elective | 3 | |
| Total Hours | 45 | |
Option Code: 2068