Financial Planning

ADEL DIMIAN, PH.D. 

PETER LARSEN, PH.D.

BELLE MARIE, D.B.A., CPA, CMA, CIA, CFE

JULIA MULL, A.B.D., M.B.A., M.S., M.A., CFP®

ANNETTE RYERSON, D.B.A.
ANDREW THOMAS, PH.D., J.D.

The Business Department offers Bachelor of Arts degrees with majors in Business: Accounting & Strategic Finance; Business: Financial Planning; or Business: Management & Marketing. Business: Management & Marketing majors may add an optional concentration in International Business. Minors are available in Accounting, Business Administration, or Marketing. Students may also pursue an Entrepreneurship Certificate. Students may combine majors, minors and concentrations.

The Business Department's mission is consistent with Carroll College's dual goals of vocation and enlightenment and prepares students for graduate school or entry into the workforce. Framed by a strong foundation in liberal arts education, the mission of the Business Department is to provide students with the strong ethical foundation and globally informed knowledge and skills necessary for today's dynamic professional environment.

The Financial Planning major prepares students for careers in financial planning, investments and retirement planning, and financial counseling. Through the liberal arts education, students develop additional valuable communication and reasoning skills. Carroll College's Financial Planning major is a CFP Board-Registered program and students who complete the Financial Planning degree at Carroll are eligible to take the CFP® exam. 

Student Learning Outcomes

Upon completion of the requirements:

  • Students will understand and be able to apply fundamental concepts and practices in financial planning.
  • Students will be able to describe and apply the professional responsibilities of financial planning professionals.
  • Students will be able to construct coherent oral and written forms of communication and present them in a professional manner.