Business: Financial Planning, B.A.

I. Major Program Requirements

Required Business Core (27 credits):

BA203Principles of Financial Accounting

3

BA204Principles of Managerial Accounting

3

BA301Business Law

3

BA306Marketing

3

BA313Managerial Finance

3

BA365Financial Analysis Using Excel

3

BA375Fundamentals of Management

3

EC201Principles of Microeconomics

3

EC202Principles of Macroeconomics

3

 

Financial Planning Courses (24 credits):

BA303Intermediate Financial Accounting I

3

BA318Foundations of Financial Planning

3

BA328Personal Selling

3

BA411Investment Planning

1

BA412Insurance Planning

2

BA414Retirement Planning & Employee Benefits

3

BA415Federal Taxation

3

BA421Estate Planning

3

BA451Advanced Financial Analysis & Planning

3

 

II. Other Program Requirements

Required classes:

CS213Management Information Systems

3

 

MA117Difference Equations and Linear Algebra

3

or

MA121Differential Calculus

3

or

MA131Calculus of Single Variable Functions

4

 

DS201Introduction to Data Science

3

or

MA207Introduction to Statistics

3

Notes:

  1. All Business: Management & Marketing, Accounting & Strategic Finance, or Financial Planning majors and minors must earn a grade of “C-” or better in all required courses.
  2. The Business Department, in addition to Carroll’s regional accreditation, has received specialized business accreditation through IACBE for the degrees in Accounting & Strategic Finance, Financial Planning, and Business: Management & Marketing. Students graduating with a major in Business: Management & Marketing, Accounting & Strategic Finance, or Financial Planning take a comprehensive exam at the end of their curriculum.
  3. 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.