Personal Financial Planning Concentration

It is our goal to register the Bachelor of Science in Finance, Personal Financial Planning Concentration program with the Certified Financial Planner (CFP) Board upon receiving Faculty Assembly Approval. Having a CFP Board registered program would be a major achievement for the Business Department and Albertus Magnus College, as this would be the first and only CFP Board registered undergraduate program located in the state of Connecticut, as previously mentioned.

Concentration Personal Financial Planning

Where Will Your Degree Take You?

Financial Analyst

Financial Manager

Personal Financial Advisor

Financial Services Sales Agent

Corporate Management

Investment Services

Personal Financial Planning Concentration

It is our goal to register the Bachelor of Science in Finance, Personal Financial Planning Concentration program with the Certified Financial Planner (CFP) Board upon receiving Faculty Assembly Approval. Having a CFP Board registered program would be a major achievement for the Business Department and Albertus Magnus College, as this would be the first and only CFP Board registered undergraduate program located in the state of Connecticut, as previously mentioned.

Program Of Study - Finance Major

Business Core Courses for Finance Major (30 Credits)

BE 161 Financial Accounting

BE 162 Managerial Accounting

BE 135 Business Communications

BE 202 Statistics for Business

BE 204 Principles of Macroeconomics

BE 205 Principles of Microeconomics

MG 131 Principles of Management

MG 231 Principles of Marketing

BE 334 Business Law

CIS 171 Business Spreadsheets

Personal Financial Planning Courses (18 Credits)

BE 367 Fundamentals of Financial Planning and Insurance*

BE 368 Investments and Capital Accumulation*

BE 369 Retirement Planning*

BE 370 Trusts, Gifts, and Estates*

BE 361 Federal Income Taxation for Individuals* (Existing Course)

BE 396 Financial Planning Capstone*

*Courses are required to fulfill education requirement for CFP Certification.

Business Core Courses for Finance Major (30 Credits)

BE 161 Financial Accounting

In this introductory course, we will introduce students to accounting principles and procedures, and to the processes by which financial transactions are recorded, classified, and analyzed to help business decision-makers. Students will learn to prepare and interpret financial statements. This course is generally offered once a year. 3 credits

BE 162 Managerial Accounting

An introduction to the use of accounting information by managers. Topics include the use of accounting information for planning and control, performance evaluation, decision- making, and the statement of cash flows, as well as financial statement analysis. P: BE 161. This course is generally offered once a year. 3 credits

BE 135 Business Communications

This introductory course in written and oral communications will enable students to become more effective business communicators. Special focus is given to selecting and using visual aids and PowerPoint to enhance presentations. This course meets the “Wâ€