Menu

Finance, B.S. with Concentration in Personal Financial Planning

The Concentration in personal financial planning has been designed to provide students with the knowledge, skills, and experience they need to pursue a career in the rapidly growing specialism of financial advisor and personal financial planner. The concentration is ideal for students who are considering progressing to a role in banking, insurance, retirement planning, investment management, personal benefit administration, or financial planning.

 

Requirements: (57 credits)

Majors in finance with concentration in personal financial planning must complete the 27-credit common business core requirements plus the following 30 credits.

Common Business Core

Introduction to Financial Accounting
3
Introduction to Managerial Accounting
3
Capstone Seminar
0
Managerial Finance
3
Legal Environment of Business
3
Managerial Communication I
3
Fundamentals of Management and Organizational Behavior
3
Strategic Management
3
Introduction to Management Information Systems
3
Fundamentals of Marketing
3

 

Finance Core

Intermediate Managerial Finance
3
Principles of Investments
3
Financial Markets and Institutions
3
International Finance
3

  

Directed Finance Electives

The finance with concentration in Personal Financial Planning program requires completion of 15 credits selected from the following list of courses.

Personal Finance
3
Personal Financial Planning
3
Insurance
3
Financial Modeling and Analytics
3
Introduction to Income Taxation
3

 

Business Electives

These courses must be approved by the Department Chair before the courses are taken. (3 credits)

Risk Management
3
Taxation of Business Pass-Through Entities
3

For More Information:
Dr. Joseph Farhat
Chair, Department of Finance
E-mail: JosephFarhat@ccsu.edu

©