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

General Education Requirements36
Additional Business Requirements12
College of Business Core36
Financial Planning Requirements33
Additional Requirements for Graduation *3
Total Hours120
*

Bachelor's degrees require a minimum of 120 credit hours for graduation.

Recommended General Education Courses

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 Foundations12
Mathematics, Statistics and Logic: 3 credit hours
Finite Math
Speaking: 3 credit hours
Introduction to Public Speaking
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 Learning2
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 Hours36

Additional Business Requirements

Mathematics and Statistics requirements
MATH 139Finite Math 13
or MATH 138 Finite Math - Expanded
or MATH 137 Finite Math - Supported
STAT 261
STAT 262
Introductory Statistics I
and Introductory Statistics II 2
4
Business Communications Requirement
COMM 235Business and Professional Communication 33
Required Business Courses 4
BUSN 110College of Business Success Seminar1
BUSN 111Professional Development Seminar1
Recommended Business Courses
BUSN 200Personal Leadership Skills
Total Hours12
1

MATH 145 or higher level mathematics may be substituted for MATH 139.

2

MGMT 304 can be substituted for STAT 261/262.

3

BUSN 230 can be substituted for COMM 235.

4

Only required for new first-year students. Transfer students are excluded from this requirement.

College of Business Core

ECON 201Principles of Macroeconomics 13
or ECON 244 Introduction to Economic Analysis
ACCT 201Accounting Principles I3
ACCT 202Accounting Principles II3
ACCT 250Spreadsheet Modeling & Decision Analysis3
BLAW 220Legal & Social Environment of Business3
FIN 301Principles of Finance3
MGMT 201Management: Principles & Concepts3
MGMT 490Strategic Management3
MGMT 305Business Analytics 23
SCM 230Principles of Supply Chain and Operations Management3
MKTG 205Marketing Principles3
INTB 205International Business3
Total Hours36
1

Students cannot get credit for both ECON 201 and ECON 244.  

2

ECON 325 Applied Econometrics I can be substituted for MGMT 305.

Financial Planning Requirements

Finance Core 1
FIN 338Financial Markets & Institutions3
FIN 343Investments3
Required Courses
ACCT 330Contemporary Federal Taxation 2,33
FPL 332Foundations of Financial Planning3
FPL 411Estate and Financial Planning3
RMI 414Risk Managment: Property and Casualty 23
RMI 415Risk Management: Life and Health Insurance 23
FPL 417Retirement Planning 23
FPL 432Financial Planning Capstone 23
Electives
Select six credits of the following:6
PHIL 362Business Ethics
BUSN 497Honors Project in Business Administration
RMI 418Insurance Operations
FIN 302Intermediate Corporate Finance
FIN 436Commercial Bank Management
FIN 437International Business Finance
FIN 438International Banking
FIN 448Advanced Portfolio Management
RMI 461Enterprise Risk Management
FIN 473Financial Statement Analysis
FIN 485Financial Strategy
FIN 489Advanced Financial Analytics
FIN 490Selected Topics in Finance
FPL 493Internship in Financial Planning 4
FIN 495Research Project in Finance
FIN 499Independent Study: Finance
HRM 241Human Resource Management
SALES 275Professional Selling
Total Hours33
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

Plan of Study Grid
1st Year
Fall SemesterHours
BUSN 110 College of Business Success Seminar 1
ENGL 111 English Composition I 3
COMM 106 Effective Oral Communication 3
MATH 139 Finite Math 3
SOCIO 100 Introduction to Sociology 3
Humanities Requirement 3
 Hours16
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
 Hours17
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
 Hours15
Spring Semester
ECON 201 Principles of Macroeconomics 3
COMM 235 Business and Professional Communication 3
ACCT 202 Accounting Principles II 3
MGMT 201 Management: Principles & Concepts 3
INTB 205 International Business 3
 Hours15
3rd Year
Fall Semester
ACCT 330 Contemporary Federal Taxation 3
FIN 301 Principles of Finance 3
SCM 230 Principles of Supply Chain and Operations Management 3
STAT 261
STAT 262
Introductory Statistics I
and Introductory Statistics II
4
Natural Science Requirement 3
 Hours16
Spring Semester
FPL 332 Foundations of Financial Planning 3
MGMT 305 Business Analytics 3
MGMT 459 Selected Topics: International Management 1-3
FIN 343 Investments 3
FIN 338 Financial Markets & Institutions 3
RMI 415 Risk Management: Life and Health Insurance 3
 Hours16-18
4th Year
Fall Semester
FPL 411 Estate and Financial Planning 3
FPL 417 Retirement Planning 3
Finance Elective 3
Free Electives 4
 Hours13
Spring Semester
RMI 414 Risk Managment: Property and Casualty 3
FPL 432 Financial Planning Capstone 3
MGMT 490 Strategic Management 3
Finance Elective 3
 Hours12
 Total Hours120-122