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Financial Planning

BELLE MARIE, D.B.A., CPA, CMA, CIA, CFE, DEPT CO-CHAIR

JULIA MULL, A.B.D., CFP®, DEPT CO-CHAIR

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

ADEL DIMIAN, PH.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. Two certificate programs are available: Entrepreneurship Certificate and Financial Planning Certificate. There are options to combine majors, minors, and certificates.

The vision of the Business Department is to be recognized for business education that fosters environmental, social, and economic justice in an ever-changing world.

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.