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Financial Planning Concentration

The concentration in financial planning prepares a students for a careers as personal financial consultants. Once the requirements of the degree with a concentration in financial planning have been satisfied, students will be eligible to serve internships in the field of financial planning, after which they will be eligible to sit for a certification examination.

Financial planning concentration requirements, 15 Hours:
FINC 308 - Financial Planning and Insurance (3 cr)
FINC 425 - Investments (3 cr)
ACCT 335 - Income Tax (3 cr)
BADM 427 - Retirement/Employee Benefits (3 cr)
BADM 429 - Estate Planning (3 cr)

 

Department of Business Administration and Family and Consumer Sciences | P.O. Box 5000 | Shepherdstown, West Virginia | 25443-5000
304-876-5135 | 800-344-5231