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Financial Planning
The financial planning concentration at Southwestern Adventist University sources material from some of the world’s best minds in personal finance. Students learn the ins and outs of taxes, investment, and more. Their expertise is the foundation of your certificate. The program at Southwestern Adventist University features top professors of finance and experts in portfolio management, ensuring students are well equipped for their CFP Board exams.
A Certificate in Financial Planning statistically elevates salaries and career options, opening doors for graduates to pursue degrees in areas such as:
- Financial advisor
- Brokerage firms
- Banks
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B.B.A. Financial Planning
Business Core Courses
Required of all BBA students.
*BUAD 202 is required of all Freshman BBA majors. Junior level transfer students may substitute a business elective for this class with approval from their advisor. Southwestern students who are changing from another major to a BBA are also required to take BUAD 202 unless their advisor recommends an alternative.
ITEM #
TITLE
CREDITS
ACCT 211
Accounting Principles I
3
ACCT 212
Accounting Principles II
3
BUAD 202
Introduction to Contemporary Business
3
BUAD 211
Profiles of Entrepreneurship
3
BUAD 270
Management Information Systems
3
BUAD 275
Introduction to Data Analytics
3
BUAD 301
Principles of Management
3
BUAD 311
Business Law
3
BUAD 460
Ethics and Business Social Responsibility
3
BUAD 466
Production and Operations Management
3
ECON 401
Managerial Economics
3
BUAD 472
Business Policies and Strategies
3
ECON 211
Macroeconomics
3
ECON 212
Microeconomics
3
FNCE 321
Business Finance
3
IBUS 319
International Business
3
MKTG 343
Principles of Marketing
3
Sub-Total Credits
48
Financial Planning Concentration
ITEM #
TITLE
CREDITS
FNCE 301
General Principles of Financial Planning
3
FNCE 302
Risk Management & Insurance Planning
3
FNCE 303
Investment Planning
3
FNCE 304
Tax Planning
3
FNCE 305
Retirement Savings & Income Planning
3
FNCE 306
Estate Planning
3
FNCE 307
Financial Plan Development
3
Sub-Total Credits
21
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