2021-2022 Academic Catalog

Business: Financial Planning, B.A.

I. Major Program Requirements

Required Business Core (27 credits):

BA 203Principles of Financial Accounting

3

BA 204Principles of Managerial Accounting

3

BA 301Business Law

3

BA 306Marketing

3

BA 313Managerial Finance

3

BA 365Financial Analysis Using Excel

3

BA 375Fundamentals of Management

3

EC 201Principles of Microeconomics

3

EC 202Principles of Macroeconomics

3

 

Financial Planning Courses (24 credits):

BA 303Intermediate Financial Accounting I

3

BA 318Foundations of Financial Planning

3

BA 328Personal Selling

3

BA 411Investment Planning

1

BA 412Insurance Planning

2

BA 414Retirement Planning & Employee Benefits

3

BA 415Federal Taxation

3

BA 421Estate Planning

3

BA 451Advanced Financial Analysis & Planning

3

 

II. Other Program Requirements

Required classes:

CS 213Management Information Systems

3

 

MA 117Difference Equations and Linear Algebra

3

or

MA 121Differential Calculus

3

or

MA 131Calculus of Single Variable Functions

4

 

DS 201Introduction to Data Science

3

or

MA 207Introduction 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.