Business Financial Planning
ADEL DIMIAN, PH.D.
BELLE MARIE, D.B.A., CPA, CMA, CIA, CFE
JULIA MULL, D.B.A.,CFP®, DEPT. CHAIR
ANNETTE RYERSON, D.B.A.
ANDREW THOMAS, D.B.A.,PH.D., J.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. Students are fully prepared to transition from the Business: Financial Planning program to be responsible, ethical, informed, and highly competent professionals to pursue successful future endeavors in business, entrepreneurial, and/or further academic opportunities in the field of financial planning.
Student Learning Outcomes
Upon completion of the requirements, students with a major in Financial Planning will:
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combine principal concepts within the traditional areas of business to inform decision-making.
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facilitate legal, ethical, and economic standards of business to organizational decision-making.
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model professional communication skills.
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organize decision-support tools for organizational decision-making.
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create collaborative team environments.
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integrate fundamental concepts and practices in financial planning.
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incorporate the professional responsibilities of financial planning professionals.
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construct coherent oral and written forms of communication and portray them in a professional manner.
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construct a comprehensive and professional financial plan.