Bachelor of Business Administration in Finance - Certified Financial Planning Concentration
Major in Family Enterprise Management
Certified Financial Planning
Major Requirements – 7 units
| Code | Title | Units |
|---|---|---|
| General Education Requirements | ||
| School of Business General Education Requirements | 9 | |
| School of Business Foundation Requirements | 8 | |
| Core Required Courses | ||
| FINA 303 | Money and Financial Institutions | 1 |
| FINA 320 | Investments | 1 |
| Required Courses | ||
| ACCT 301 | Federal Taxation of Individuals | 1 |
| FINA 318 | Fundamentals of Financial Planning | 1 |
| FINA 401 | Retirement Planning | 1 |
| FINA 402 | Estate Planning and Insurance | 1 |
| FINA 423 | Certified Financial Planning Capstone I (taken twice so full unit is earned) 2 | 0.5 |
| General Electives 1 | 8.5 | |
| Total Units | 32 | |
- 1
In or outside the School of Business.
- 2
FINA 423 is a 1/2 unit course which must be taken twice to earn a full 1 unit. Course is to be taken first in the fall and second in the spring semester.
All students in the School of Business must meet the following General Education requirements in addition to specific requirements within the major area of study. Furthermore, School of Business majors have a common set of Business Foundation courses which must be met. The specific additional requirements of the individual majors are found in the following sections.
Each student must complete at least four writing or writing enhanced (WE) courses to complete the University Writing Requirement. At least two of these courses must be from General Education. Based upon Admissions application information, students may be placed in ENGL 100; ENGL 100 will count toward the Writing requirement if completed with a minimum grade of C. A single course may not be used to meet more than one of the General Education requirements, but a single course may count toward a General Education requirement and the student’s major or minor requirements, as well as count as a Writing Enhanced course in the Writing requirement.
| Code | Title | Units |
|---|---|---|
| Foundations | ||
| Writing Requirement | ||
| FSEM 100 | First Year Seminar | 1 |
| Junior Seminar | 1 | |
| Quantitative Reasoning 1 | 1 | |
Select one unit from the following: | ||
| Quantitative Analysis for Business | ||
| Calculus I with Review Part 2 | ||
| Calculus I with Analytic Geometry | ||
| Knowledge of Human Cultures and the Natural World | ||
| Select one unit from: | 1 | |
Creative Arts (any A course, or 4- MUSC, MUSA or MUSE credit courses) | ||
Modern Language (at 102 level or above) | ||
| ECON 104S | Foundations of Economics I | 1 |
| Select two units from among the following categories: | 2 | |
Creative Arts (any A course (includes A, or MUSC, MUSA or MUSE credit courses)) 1 | ||
Culture and Belief (any B course) | ||
Individuals, Societies, and Social Systems (any S course) | ||
Historical Inquiry (any H course) | ||
Physical and Natural World (any P course) | ||
Modern Language (any level) | ||
Quantitative Reasoning (any Q course) | ||
| International Requirement | ||
| Select one unit from the following | 1 | |
| International Business and Culture | ||
| Global Marketing: Business Without Borders | ||
| Foundations of Globalization | ||
| Global Migration and Diasporas | ||
| Foundations of Globalization | ||
| Approaches to World Cultural Studies | ||
| Personal and Social Responsibility | ||
| SOBA 209V | Introduction to Business Ethics | 1 |
| Total Units | 9 | |
| Code | Title | Units |
|---|---|---|
| Common Body of Knowledge | ||
| SOBA 200 | Professional Communications | 1 |
| ACCT 201 | Fundamentals of Accounting | 1 |
| BSAN 250 | Business Systems & Analytics | 1 |
| MGMT 305 | Management and Leadership | 1 |
| MKTG 315 | The Marketplace and Consumers | 1 |
| FINA 311 | Financial Management | 1 |
| STAT 301Q | Business Statistics | 1 |
| MGMT 495 | Strategic Management | 1 |
| Professionalism | ||
| Select one from the following: | 0 to 1 | |
JJ Master Professionalism Certificate | ||
| Professional Selling and Communication | ||
Department Professional Colloquium | ||
| Total Units | 8-9 | |
Excel Certificate Requirements
All students in the School of Business Administration are required to demonstrate technical proficiency in Microsoft Excel. Students may demonstrate proficiency in this area by completing a self-guided course and passing an approved certificate examination or enrolling in BSAN 111 and passing the course certificate examination. Examinations are scheduled periodically throughout the academic year and allow the opportunity to earn a digital badge or credential in Microsoft Excel.
Professionalism Requirement
All students in the School of Business Administration will have the opportunity to prepare for their future careers by satisfying the Professionalism Requirement in one of the following ways. A student may complete the J.J. Master Professionalism Certificate Program, participate in a Department Colloquia or by taking SALS 230.
Experiential Learning
Experiential learning is the process of developing knowledge and skill from direct active experiences beyond a traditional classroom. Through experiential learning activities, students reflect on how the tools and techniques taught in an academic setting transfer to a real world setting and bring this understanding back to the classroom through concrete examples and meaningful conversations. Experiential learning typically involves a significant activity which offers students a chance to reflect on their curricular learning, gain an overall understanding of their future work environment and create the foundation for success after graduation. Experiential learning activities offer students rich opportunities to understand the implications and experience the consequences of their decisions, deepen their understanding of the curricular content as well as understand the role of personal values in their decision making. All undergraduate students majoring in business must complete two significant experiential learning activities as a requirement for graduation.
For an activity to satisfy the experiential learning requirement, it must:
- Have scope. It must represent a significant investment of time and effort on the part of the student.
- Demonstrate rigor. It must entail a noteworthy interaction with college-level academic thought.
- Promote reflection. It must involve personal application by the student of classroom material.
Many courses and co-curricular activities are pre-approved as satisfying the experiential learning requirement. Students may also petition for special approval of additional activities.
Co-Curricular/Cultural Attendance Requirements
In addition to all academic requirements, students are required, for graduation, to complete 24 events. The Dean’s Office provides a list of approved events each semester. Students may also view the list of co-curricular events under Calendar of Events at https://www.stetson.edu/other/calendar/.