BBA Financial Planning and Wealth Management

 

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  • Program Advantages Expand dropdown
    Flexible Course Scheduling: Catering to the diverse needs of our students, our program offers a blend of online and in-person courses throughout the academic year. Whether you're a working professional, a parent, or simply someone who values flexibility, you can tailor your study schedule to fit your unique lifestyle. This ensures that you can pursue your academic goals without compromising on your personal or professional commitments. 
  • Degree Requirements Expand dropdown

    To complete the B.B.A. in Financial Planning and Wealth Management, students are invited to embark on a journey of 63 credit hours: the Business Core, consisting of 36 credit hours, and the Finance-area coursework, encompassing 27 credit hours. Within the Financial Planning and Wealth Management coursework, students have the opportunity to delve into 9 required interdisciplinary courses. We look forward to guiding you through this rewarding academic experience!

    • Major Requirements: 63 hours
      • Business Core: 36 hours
      • Discipline: 27 hours  
        • PHIL 221 - Business Ethics  
        • SWRK 222 - Social Welfare Policies and Services
        • ACC 350 - Tax Management and Planning
        • FIN 354 - Investments
        • FIN 456 - Wealth Managament 
        • FIN 470 - Principles of Retirement Planning
        • FIN 471 - Risk Mitigation and Insurance Strategies 
        • FIN 472 - Estate Planning and Wealth Transfer 
        • FIN 473W - Financial Plan Development