Financial Planning Major
The Financial Planning major is designed to fulfill the education coursework requirement for CFP® certification. The financial planning curriculum is part of a CFP® Board-Registered Program, one of the first financial planning programs housed in an AACSB accredited business school. The Financial Planning major is appropriate for individuals who wish to work in the broad area of financial services and wealth management. Financial Planning students may pursue careers as financial planners, investment advisers, wealth managers, private bankers, insurance agents, stock brokers, retirement plan administrators, or in a variety of capacities that support these careers. Students who want to be better prepared to manage their own financial affairs will also find this major appealing and applicable.
Learning Goals and Objectives
Goal 1: Functional Financial Planning Skills
Objective 1.1: Students majoring in financial planning will be competent in performing capital needs analyses necessary for analyzing the financial situation of a client in helping them accomplish their financial goals.
Goal 2: Critical Thinking Skills
Objective 2.1: Students majoring in financial planning will think critically and analytically in examining and evaluating the use and validity of assumptions as they analyze the financial situation of a client.
Goal 3: Communication Skills
Objective 3.1: Students majoring in financial planning will demonstrate effective oral communication skills for use in working with clients and other professionals.
Goal 4: Jesuit Traditions
Objective 4.1: Students majoring in financial planning will be able to identify ethical conflicts in client-planner relationships and find ways to properly manage to those conflicts.
All students majoring in Financial Planning must complete the following GEP requirements (please see section in the catalog on the General Education Program for details).
The traditional undergraduate programs include 40 courses distributed across three components: A General Education component divided into Signature Courses, Variable Courses, and an Integrative Learning requirement; a Major and Divisional component; and Free Electives. In addition to course requirements as specified in each area, students must complete one certified course in each of the following overlay areas:
- Diversity, Globalization or Non-western Area Studies,
- Ethics Intensive, and
- Writing Intensive. Overlay requirements are part of the forty-course requirement.
General Education Signature Courses
See this page about Signature courses. Six courses
General Education Variable Courses
See this page about Variable courses. Six to Nine courses
General Education Integrative Learning Component
See this page about Integrative Learning Component. Three courses
|ECN 102||Introductory Economics Macro||3|
|ILC #2 1|
|MAT 119||Applied Business Calculus||4|
|or MAT 123||Differential Calculus|
|ILC #3 2|
|LAW 314||Trusts & Estate Administration||3|
The Finance Department recommends that students who satisfy the GEP Math Beauty requirement by taking either MAT 155 or MAT 161 take the second course in the sequence (MAT 156 or MAT 162) as the second FPL ILC course. However, if the Calculus course satisfies the GEP Math Beauty requirement the student may take Macroeconomics, LAW 314, and any other courses from the College of Arts and Sciences to satisfy the three course FPL ILC requirement. All FPL majors must take at least one Calculus course (MAT 119, MAT 123, MAT 155, or MAT 161) unless they have placed out with a 4 or 5 on the AP Calculus Exam or transfer credit in Calculus from another university.
For the third ILC course, students may take an alternative course from the College of Arts and Sciences (excluding first year seminars) with the approval of the Finance Department Chair if LAW 314 is not offered
|ACC 101||Concepts: Financial Accounting||3|
|ACC 102||Managerial Accounting||3|
|DSS 200||Intro to Information Systems||3|
|DSS 210||Business Statistics||3|
|DSS 220||Business Analytics||3|
|FIN 200||Intro to Finance||3|
|MGT 110||Essent'ls of Organzational Beh||3|
|or MGT 120||Essentials of Management|
|MGT 360||Legal Environment of Business||3|
|MKT 201||Principles of Marketing||3|
|BUS 495||Business Policy||4|
Required Courses – Class of 2018, 2019, 2020 or Declaration of Major 2015 or 2016 (six (6) courses)
This major applies to students who entered as declared Financial Planning majors in the Classes of 2018, 2019, or 2020, or Class of 2017 students who declared the Financial Planning major in 2015 or 2016. These students may be able to complete a Masters of Science in Financial Services over a 5-year period. Please consult the Finance Department Chair for further information.
|FPL 200||Personal Financial Planning||3|
|FPL 300/FIN 605||Retirement Plan||3|
|RMI 200||Introduction to Insurance||3|
|ACC 315||Federal Income Taxation||3|
|FPL 495/FIN 620||Financial Planning Capstone||3|