2024-2025 Academic Catalog

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Business: Financial Planning, B.A.

I. Major Program Requirements

Required Business Core (24 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 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 & Linear Equations

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 Business Accounting & Strategic Finance, Business Financial Planning, and Business: Management & Marketing. Students graduating with a major in Business: Management & Marketing, Accounting & Strategic Finance, or Business 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.