Financial Planning B.S.B.A.

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The B.S.B.A. in Financial Planning prepares students for careers in wealth management and financial planning, a field in growing demand both regionally and nationally. Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances. The curriculum is designed to prepare students for the success in the Certified Financial Planner (CFP) exam, which they will be ready to take upon completion of their degree program. The CFP exam pass rate for program graduates is currently 100%.

Contact Information

Carol MacPhail
Email: macphail@rmu.edu
Phone: 412-397-6242
Fax: 412-397-2585
Massey Hall 234

4-Year Course Plan

Freshman Year, Fall - 16 credits

  • CSEN1010 Reading and Writing Strategies
  • MATH2040 Finite Math and Applied Calculus 
  • INFS1020 Fund of Information Technology 
  • PSYC1010 General Psychology
  • ECON1020 Principles of Macroeconomics
  • FYSP1000 First Year Experience

Freshman Year, Spring - 18 credits

  • CSEN1020 Argument and Research 
  • Literature Elective
  • ECON1030 Principles of Microeconomics
  • SOCI1010 Principles of Sociology
  • MGMT2025 Cloud Computing for Business
  • STAT2110 Statistics

Sophomore Year, Fall - 17 credits

  • CSCM1030 Public Speaking and Persuasion
  • ACCT2030 Intro to Financial Accounting
  • MARK2000 Marketing Interconnected World
  • BLAW2000 Law, Business, and Society
  • MGMT2000 Management Theory and Practice

Sophomore Year, Spring - 18 credits

  • CSCM2040 Professional Commun in Workplace
  • ACCT2060 Managerial Accounting
  • Natural Science Elective
  • MGMT3050 International Business
  • FINA3000 Principles of Business Finance             

Junior Year, Fall - 15 credits

  • HUMA1010 Humanities: Art/Music
  • MGMT/MARK 2300 Creating Workplace Value
  • Non-Business Elective
  • FINA3030 Principles Of Financial Planning
  • History or Political Science Elective

Junior Year, Spring - 15 credits

  • Business Elective (3000-4000 level)
  • FINA3700 Estate Planning
  • ACCT3115 Fundamentals of Tax Planning
  • FINA3600 Risk Management & Insurance
  • Business Elective (3000-4000 level)

Senior Year, Fall - 12 credits

  • Business Elective (3000-4000 level)
  • Business Elective (3000-4000 level)
  • FINA3100 Investment Analysis I
  • FINA3300 Retirement Planning
  • Non-Business Elective

Senior Year, Spring - 9 credits

  • MGMT4850 Strategic Management    
  • FINA4300 Financial Plan Development
  • Non-Business Elective
  • Non-Business Elective
  • Non-Business Elective

Sample Courses:

These are some of the classes for students in this academic program:

Investment Analysis
Fundamentals of Tax Planning
Financial Plan Development
Major Credits
51
Finance, Accounting, Marketing
Core Credits
42
Communication Skills, Economics, Humanities, History, Sciences, etc.
Elective Credits
27

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Call us at:
1-800-762-0097

Rockwell School of Business

Rockwell School of Business

For nearly a century, our business students have learned to excel in a demanding professional world. With corporate connections and expert faculty mentors, our heritage is your future.

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