Finance - Personal Finance Planning (B.S.B.A.)
Administered by Department of Finance, College of Business
Effective Spring 2016
As per PRP3604: All students earning a first baccalaureate degree will take at least 30 of their last 45 credits at Bloomsburg University, no more credits are required than the 30 credits. All first baccalaureate students will take at least 50% of credits required for the Major from a PASSHE university. Bloomsburg University may require up to a maximum of 50% of the Major credits. Program exceptions to the policy are to be approved by the Office of the Chancellor.
Personal Financial Planning is available within the Finance program for finance majors. It is intended to help prepare students who intend to pursue their career in the dynamic and growing field of personal financial planning, and also help prepare for the postgraduate Certified Financial Planner certification. The specialization has four required courses and a prerequisite, as noted below. By completing the Specialization, students will be in a position to help others plan to achieve financial independence and security; develop a personalized financial plan; and be prepared for careers in financial planning, insurance industry, banking, retirement planning, corporate personnel benefits, investment planning, and for careers as consumer affairs professionals in business and government agencies. Completion of the Specialization will lead students to be eligible to take the Certified Financial Planner Certification Examination.
In addition to 63 semester hours of general education requirements, the program in finance requires 24 hours of core business courses, 24 hours of courses specific to the major, plus 9 hours of business electives to meet the university requirement for a bachelor of science in business administration degree.
Students in Finance major will be required to complete FINANCE.313 Introduction to Finance prior to taking the first course in the Specialization of Personal Financial Planning, FINANCE.401 Personal Financial Planning.
Among general education courses specifically required are:
BUSED.101 Intro to Business
BUSED.333 Business Communications & Report Writing
COMMSTUD.103 Public Speaking
ECONOMIC.121 Principles of Macroeconomics
ECONOMIC.122 Principles of Microeconomics
ECONOMIC.256 Business and Economics Statistics
ENGLISH.101 Foundations of College Writing
Choose one of the following three courses:
ECONOMIC.156 Business and Economics Math
MATH.123 Essentials of Calculus
MATH.125 Calculus I
Business Core:
ACCT.220 Financial Accounting
ACCT.223 Managerial Accounting
FINANCE.313 Introduction to Corporate Finance
ITM.175 Intro to BIS
LAW.331 Law and Legal Environment
MGMT.244 Principles of Management
MGMT.481 Business Polices and Strategies
MKTG.310 Marketing Principles and Practice
Finance Specialization
FINANCE.323 Financial Markets and Institutions
FINANCE.343 Investment Management
FINANCE.413 International Finance
FINANCE.454 Advanced Corporate Finance
*FINANCE.401 Personal Financial Planning
*FINANCE.402 Retirement Planning
*FINANCE.404 Risk Management and Insurance Planning
*FINANCE.405 Estate Planning
*Specialization in Personal Financial Planning
COB Professional Development Program:
ZIPD.101 Professional Development: Self Discovery I
ZIPD.102 Professional Development: Self Discovery II
ZIPD.201 Professional Development: Exploration I
ZIPD.202 Professional Development: Exploration II
ZIPD.301 Professional Development: Preparation and Experience Building I
ZIPD.302 Professional Development: Preparation and Experience Building II
ZIPD.401 Professional Development: Taking Action to Transition I
ZIPD.402 Professional Development: Taking Action to Transition II
Electives - Students must choose 9 semester hours in elective courses from General Business, Accounting, Computer and Information Systems, Management, Office Systems, Finance, Marketing and Legal Studies. Some additional courses are available as well; students should consult their adviser or the department chair.