COURSE CURRICULUM

The Bachelor of Science in Business (BSB) in Financial Services is a specialized finance degree focused on personal financial planning and wealth management. The program prepares students to advise individuals and families on investments, insurance, taxes, retirement planning, estate planning, real estate, and overall financial decision-making. A major advantage is that the curriculum is registered with the Certified Financial Planner (CFP) Board, making graduates eligible to sit for the CFP® examination after meeting required conditions, a highly respected credential in the financial planning industry. The 120-credit-hour program combines a strong business foundation in accounting, finance, marketing, statistics, management, law, information systems, and supply chain management with specialized courses such as Foundations of Financial Planning, Risk and Insurance, Retirement Planning, Estate Planning, Federal Income Tax, Investing in Securities, and a Financial Planning Practicum. Students develop skills in financial analysis, client advising, wealth management, retirement strategies, risk assessment, and tax-efficient planning. Career opportunities include financial planner, wealth advisor, stockbroker, insurance agent, loan officer, trust officer, investment consultant, retirement planner, and banking professional. Compared with a traditional Finance degree, Financial Services is more client-focused and geared toward personal wealth management rather than corporate finance, investment banking, or financial analytics. The program is well suited for students who enjoy working directly with people, helping clients achieve financial goals, and building long-term advisory relationships. Job prospects remain strong because individuals, businesses, and institutions increasingly require professional guidance in managing investments, retirement savings, insurance needs, and financial risks. For students seeking a career in financial planning with a clear pathway toward the CFP® designation, this degree offers a practical and industry-recognized route with strong employment opportunities in banking, insurance, investment firms, wealth management companies, and independent financial advisory practices.