Business: Financial Planning, B.A.

I. Major Program Requirements

Required Business Core (27 credits):

BA 203	Principles of Financial Accounting	3
BA 204	Principlesof Managerial Accounting	3
BA 301	Business Law	3
BA 306	Marketing	3
BA 313	Managerial Finance	3
BA 365	Financial Analysis Using Excel	3
BA 375	Fundamentals of Management	3
EC 201	Principles of Microeconomics	3
EC 202	Principles of Macroeconomics	3

 

Financial Planning Courses (24 credits):

BA 303	Intermediate Financial Accounting I	3
BA 318	Foundations of Financial Planning	3
BA 328	Personal Selling	3
BA 411	Investment Planning	1
BA 412	Insurance Planning	2
BA 414	Retirement Planning & Employee Benefits	3
BA 415	Federal Taxation	3
BA 421	Estate Planning	3
BA 451	Advanced Financial Analysis & Planning	3

 

II. Other Program Requirements

Required classes:

CS 213	Management Information Systems	3
MA 117	Difference Equations & Linear Equations	3
	or
MA 121	Differential Calculus	3
	or
MA 131	Calculus of Single Variable Functions	4
DS 201	Introduction to Data Science	3
	or
MA 207	Introduction 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.