Personal Financial Planning - Business Administration

Bachelor of Science

Personal Financial Planning Students completing this track will be prepared to enter the personal financial planning profession in many different areas. They could work for firms that offer comprehensive financial planning services to clients. Or choose to specialize in an area such as insurance and risk management, retirement planning, estate planning, private banking, mutual funds, or employee benefits.

Career Opportunities
Students completing this track will be prepared to enter the personal financial planning profession in many different areas.  They could work for firms that offer comprehensive financial planning services to their clients.  On the other hand, they could choose to specialize in an area such as insurance and risk management, retirement planning, estate planning, private banking, mutual funds, or employee benefits.

Student Learning Outcomes

  • BSBA in General Business/Core
    1. Oral Communication: Communicate effectively by speaking clearly, concisely and convincingly, using appropriate business conventions for the fields of study.
    2. Written Communication: Communicate effectively by writing clearly, concisely and convincingly, using appropriate business conventions for the field of study.
    3. Interpersonal Skills: Demonstrate effective interpersonal skills, especially working in teams.
    4. Critical Thinking: Data Analysis. Analyze data by using appropriate technology.
    5. Critical Thinking: Decision Making. Analyze issues critically and make relevant decisions by identifying and assessing the significance of key factors and assumptions.
    6. Functional Knowledge: Identity, define and apply current fundamental concepts, principles, and practices in the disciplines of business, including globalization.
    7. Current Issues: Demonstrate knowledge of current business issues.
    8. Ethics: Evaluate ethical, social responsibility and sustainability implications of business decisions.
  • BSBA in Personal Financial Planning
    1. Demonstrate Understanding: Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the foundation of a financial plan.
    2. Communicate: Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
    3. Collect: Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan.
    4. Analyze and Evaluate: Analyze personal financial situations, evaluating clients' objectives, needs, and values to develop an appropriate strategy within the financial plan.
    5. Logic and Reasoning: Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
    6. Evaluate: Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
    7. Apply: Apply the CFP Board Financial Planning Practice Standards to the financial planning process.
    8. Analyze and Recommend: Analyze a client's risk propensity, attitudes, capacity, knowledge, and needs.

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