Financial Planning, BBA
Bachelor of Business Administration in Financial Planning (640006BBA)
More on the Financial Planning major
Financial Planning majors must complete the 6 hour finance core, 21 hours of required coursework and 6 hours of electives in the program. Successful completion of this program qualifies the student to sit for the Certified Financial Planner Certification Examination (CFP®).
Requirements for Admission
- 2.5 average cumulative
- English Composition I and II (ENGL 111 & ENGL 112)
- Speech requirement (COMM 105 or COMM 106)
- College Algebra (MATH 145) or Calculus with Business Applications (MATH 210)
- Principles of Microeconomics (ECON 200) or Principles of Macroeconomics (ECON 201)
- One of the following courses:
- Accounting Principles I (ACCT 201)
- Spreadsheet Modeling & Decision Analysis (ACCT 250)
- Introduction to Entrepreneurship (ENTRE 201)
- Legal & Social Environment of Business (BLAW 220)
- Marketing Principles (MKTG 205)
College of Business Undergraduate Programs
http://www.uakron.edu/business/advising
(330) 972-7042
businessadvising@uakron.edu
College of Business room 260
The following information has official approval of The Department of Finance and The College of Business, but is intended only as a supplemental guide. Official degree requirements are established at the time of transfer and admission to the degree-granting college. Students should refer to the Degree Progress Report (Stellic) which is definitive for graduation requirements. Completion of this degree within the identified time frame below is contingent upon many factors, including but not limited to: class availability, total number of required credits, work schedule, finances, family, course drops/withdrawals, successfully passing courses, prerequisites, among others. The transfer process is completed through an appointment with your academic advisor.
Three year accelerated option: for first time students who have earned credits for at least the first year of courses. Credits can be earned through qualifying scores on appropriate Advanced Placement (AP) exams or through College Credit Plus Program (CCP) courses. Credits for qualifying AP scores or CCP courses are determined by the appropriate academic department. Departments may assign varied course credit, depending on the student’s score on an AP exam or grade in a CCP course. Students may also receive credit by examination or via placement tests, where appropriate.
Requirements
Summary
Code | Title | Hours |
---|---|---|
General Education Requirements | 36 | |
General Education Mathematics Requirement | 3 | |
Additional Business Requirements | 2 | |
College of Business Core | 42 | |
Financial Planning Requirements | 33 | |
Additional Requirements for Graduation * | 4 | |
Total Hours | 120 |
- *
Bachelor's degrees require a minimum of 120 credit hours for graduation.
Recommended General Education Courses
Code | Title | Hours |
---|---|---|
Students pursuing a bachelor’s degree must complete the following General Education coursework. Diversity courses may also fulfill major or Breadth of Knowledge requirements. Integrated and Applied Learning courses may also fulfill requirements in the major. | ||
Students are not required to enroll in the specific courses listed below. However, to facilitate successful degree completion, the academic department strongly encourages completion of the following recommendations. | ||
Academic Foundations | 12 | |
Mathematics, Statistics and Logic: 3 credit hours | ||
Calculus with Business Applications 1 | ||
or MATH 221 | Analytic Geometry-Calculus I | |
Speaking: 3 credit hours | ||
Introduction to Public Speaking | ||
or COMM 106 | Effective Oral Communication | |
Writing: 6 credit hours | ||
English Composition I | ||
English Composition II | ||
Breadth of Knowledge | 22 | |
Arts/Humanities: 9 credit hours | ||
Empires of the Ancient World | ||
Natural Sciences: 7 credit hours | ||
Social Sciences: 6 credit hours | ||
Principles of Microeconomics | ||
Introduction to Sociology | ||
Diversity | ||
Domestic Diversity | ||
Introduction to Sociology | ||
Global Diversity | ||
Empires of the Ancient World | ||
Integrated and Applied Learning | 2 | |
Select one class from one of the following subcategories: | ||
Complex Issues Facing Society | ||
Capstone | ||
Review the General Education Requirements page for detailed course listings. | ||
Total Hours | 36 |
- 1
Finance students are strongly encouraged to take MATH 221
General Education Mathematics Requirement
Code | Title | Hours |
---|---|---|
MATH 210 | Calculus with Business Applications | 3 |
or MATH 221 | Analytic Geometry-Calculus I | |
Total Hours | 3 |
Additional Business Requirements
Code | Title | Hours |
---|---|---|
Required Business Courses 1 | ||
BUSN 110 | College of Business Success Seminar | 1 |
BUSN 111 | Professional Development Seminar | 1 |
Recommended Business Courses | ||
BUSN 200 | Personal Leadership Skills | |
Total Hours | 2 |
- 1
Only required for new first-year students. Transfer students are excluded from this requirement.
College of Business Core
Code | Title | Hours |
---|---|---|
ECON 201 | Principles of Macroeconomics 1 | 3 |
or ECON 244 | Introduction to Economic Analysis | |
BUSN 230 | Business Communication | 3 |
or COMM 235 | Business and Professional Communication | |
ACCT 201 | Accounting Principles I | 3 |
ACCT 202 | Accounting Principles II | 3 |
ACCT 250 | Spreadsheet Modeling & Decision Analysis | 3 |
BLAW 220 | Legal & Social Environment of Business | 3 |
FIN 301 | Principles of Finance | 3 |
MGMT 304 | Business Statistics | 3 |
MGMT 201 | Management: Principles & Concepts | 3 |
ECON 325 | Applied Econometrics I | 3 |
MGMT 490 | Strategic Management | 3 |
SCM 330 | Principles of Supply Chain and Operations Management | 3 |
MKTG 205 | Marketing Principles | 3 |
INTB 205 | International Business | 3 |
Total Hours | 42 |
- 1
Students cannot get credit for both ECON 201 and ECON 244.
Financial Planning Requirements
Code | Title | Hours |
---|---|---|
Finance Core 1 | ||
FIN 338 | Financial Markets & Institutions | 3 |
FIN 343 | Investments | 3 |
Required Courses | ||
ACCT 330 | Contemporary Federal Taxation 2,3 | 3 |
FPL 332 | Foundations of Financial Planning | 3 |
FPL 411 | Estate and Financial Planning | 3 |
RMI 414 | Risk Managment: Property and Casualty 2 | 3 |
RMI 415 | Risk Management: Life and Health Insurance 2 | 3 |
FPL 417 | Retirement Planning 2 | 3 |
FPL 432 | Financial Planning Capstone 2 | 3 |
Electives | ||
Select six credits of the following: | 6 | |
PHIL 362 | Business Ethics | |
BUSN 497 | Honors Project in Business Administration | |
RMI 418 | Insurance Operations | |
FIN 302 | Intermediate Corporate Finance | |
FIN 436 | Commercial Bank Management | |
FIN 437 | International Business Finance | |
FIN 438 | International Banking | |
FIN 448 | Advanced Portfolio Management | |
RMI 461 | Enterprise Risk Management | |
FIN 473 | Financial Statement Analysis | |
FIN 485 | Financial Strategy | |
FIN 489 | Advanced Financial Analytics | |
FIN 490 | Selected Topics in Finance | |
FPL 493 | Internship in Financial Planning 4 | |
FIN 495 | Research Project in Finance | |
FIN 499 | Independent Study: Finance | |
HRM 341 | Human Resource Management | |
SALES 275 | Professional Selling | |
Total Hours | 33 |
- 1
Financial Planning Majors must earn a C- or better in each of these classes and and a minimum average of C over the classes in the finance core.
- 2
Must be admitted to 4 year degree granting Major.
- 3
ACCT 321, corequisite for ACCT 330, can be waived for Financial Planning majors.
- 4
Students are strongly encouraged to complete RMI 493.
Graduation Requirements – Review Stellic for Status
- 120 Credit Hours
- College of Business residency = Last 15 credits earned in the College of Business
- UA Residency = Students must complete their final 30 credits in residence at The University of Akron
- At least 50% of the business core and major course requirements must be earned at The University of Akron
- Overall GPA = 2.3
- Major GPA = 2.0
- Business & Economics GPA = 2.0
- Business Core Classes GPA = 2.0
Recommended Sequence
1st Year | ||
---|---|---|
Fall Semester | Hours | |
BUSN 110 | College of Business Success Seminar | 1 |
ENGL 111 | English Composition I | 3 |
MATH 210 | Calculus with Business Applications | 3 |
COMM 106 | Effective Oral Communication | 3 |
SOCIO 100 | Introduction to Sociology | 3 |
Humanities Requirement | 3 | |
Hours | 16 | |
Spring Semester | ||
BUSN 111 | Professional Development Seminar | 1 |
ENGL 112 | English Composition II | 3 |
Natural Science with lab Requirement | 4 | |
Arts Requirement | 3 | |
Arts/Humanities Requirement | 3 | |
Global Diversity Requirement | 3 | |
Hours | 17 | |
2nd Year | ||
Fall Semester | ||
ECON 200 | Principles of Microeconomics | 3 |
ACCT 201 | Accounting Principles I | 3 |
ACCT 250 | Spreadsheet Modeling & Decision Analysis | 3 |
BLAW 220 | Legal & Social Environment of Business | 3 |
MKTG 205 | Marketing Principles | 3 |
Hours | 15 | |
Spring Semester | ||
ECON 201 | Principles of Macroeconomics | 3 |
BUSN 230 or COMM 235 | Business Communication or Business and Professional Communication | 3 |
ACCT 202 | Accounting Principles II | 3 |
MGMT 201 | Management: Principles & Concepts | 3 |
INTB 205 | International Business | 3 |
Hours | 15 | |
3rd Year | ||
Fall Semester | ||
ACCT 330 | Contemporary Federal Taxation | 3 |
FIN 301 | Principles of Finance | 3 |
MGMT 304 | Business Statistics | 3 |
SCM 330 | Principles of Supply Chain and Operations Management | 3 |
Natural Science Requirement | 3 | |
Hours | 15 | |
Spring Semester | ||
ECON 325 | Applied Econometrics I | 3 |
FPL 332 | Foundations of Financial Planning | 3 |
FIN 343 | Investments | 3 |
FIN 338 | Financial Markets & Institutions | 3 |
RMI 415 | Risk Management: Life and Health Insurance | 3 |
Hours | 15 | |
4th Year | ||
Fall Semester | ||
FPL 411 | Estate and Financial Planning | 3 |
FPL 417 | Retirement Planning | 3 |
Finance Elective | 3 | |
Free Electives | 3 | |
Free Electives | 3 | |
Hours | 15 | |
Spring Semester | ||
RMI 414 | Risk Managment: Property and Casualty | 3 |
FPL 432 | Financial Planning Capstone | 3 |
MGMT 490 | Strategic Management | 3 |
Finance Elective | 3 | |
Hours | 12 | |
Total Hours | 120 |