Financial Planning Concentration

 

The Concentration in Financial Planning within the Finance Specialization is designed to provide students with an academic and professional level of education in the field of financial planning and to prepare them to advise individuals on issues of insurance, investments, tax, retirement, and estate planning.

As the Financial Planning Concentration Program is officially registered with the Certified Financial Planner (CFP®) Board of Standards, upon successful completion of the concentration, students will meet the educational requirements of the CFP® Board of Standards and be eligible to sit for the CFP® certification examination. Successful completion of the CFP® exam, along with meeting other CFP® Board of Standards requirements, is necessary to receive the CFP® designation.

Program Requirements:

The Concentration in Financial Planning requires students to complete the following eight courses (24 credit hours) beyond the general degree requirements for a BSBA degree:  

Course Number

Prerequisite

Credit Hours

Course Name

FIN 3400

FIN 3000

3

Financial Markets

FIN 3500

FIN 3000 

3

Corporate Finance

FIN 4350

FIN 3000 

3

Investment Analysis

FIN 4130

FIN 3000

3

Personal Financial Planning

FIN 4140

FIN 3000

3

Retirement & Employee Benefit Planning

FIN 4210

FIN 3000

3

Risk Management & Insurance Planning

ACCT 3410

-

3

Individual Income Taxation

ACCT 4440

ACCT 3410

3

Estate Planning

NOTE:

  • Students must plan their schedules well in advance, since most of these courses are not offered each semester.
  • Students who successfully complete any four of the five elective courses of FIN 4130, FIN 4140, FIN 4210, ACCT 3410, and ACCT 4440, in addition to FIN 3400, FIN 3500, and FIN 4350, will be awarded a BSBA degree with a Finance Specialization, but will not meet the educational requirements of the CFPÒ Board of Standards to sit for the CFPÒ certification examination.  All 4000-level Finance and Accounting courses in the curriculum require a C or better in the prerequisite course, whenever applicable.

Click here to see the Declaration Form for the Concentration in Financial Planning.  Please fill up the form and drop it at the Department of Finance (201 BA) or e-mail it to Dr. Sung Bae at: bae@bgsu.edu .