What's the Curriculum of a Financial Planning Bachelor's Degree?

The Certified Financial Planner Board of Standards, which issues the Certified Financial Planner (CFP) designation, makes certain that every school that offers a degree in financial planning shares the same core courses. Read on for information about the curriculum of a bachelor's degree in financial planning. Schools offering Chartered Financial Analyst (CFA) degrees can also be found in these popular choices.

Core Courses for a Bachelor's Degree in Financial Planning

The CFP Board of Standards mandates that all colleges and universities offering a bachelor's degree in financial planning follow the board's basic curriculum requirements. Schools are required to teach the following:

  • Principles of financial planning
  • Insurance planning and risk management
  • Investment planning
  • Income tax planning
  • Planning for retirement
  • Estate planning
  • Interpersonal communication
  • Fiduciary responsibility and ethics

Important Facts About Financial Planning Bachelor's Degree Curriculum

Prerequisites High school diploma, or equivalent
Online Availability Fully
Possible Career Fields Investment brokerage, insurance, banking, accounting, law
Continuing Education Voluntary, but recommended; Certified Financial Planner (CFP) certification available from the Certified Financial Planner Board of Standards
Median Salary (2018) $88,890 (for all personal financial advisors)
Job Outlook (2016-2026) 15% growth (for all personal financial advisors)

Source: U.S. Bureau of Labor Statistics

Undergraduate Curriculum in Financial Planning

Colleges and universities across the country offer a variety of undergraduate degrees in financial planning. Among the most common are Bachelor of Business Administration (BBA), a Bachelor of Science (BS) and a Bachelor of Science in Business Administration (BSBA), each with a concentration in financial planning or personal financial planning. All require students to complete the CFP core courses and an internship or practicum. In addition to the core Certified Financial Planner courses, each degree has its own coursework requirements which are explored below.

Bachelor of Business Administration, Financial Planning Concentration

These are some of the classes that might be offered or required in a BBA degree program:

  • Business communications
  • Business law
  • Fund management
  • Management communications
  • Managerial accounting
  • Money and banking
  • Principles of economics
  • Principles of marketing
  • Salesmanship
  • Statistics

Bachelor of Science, Personal Financial Planning Concentration

Although each school's curriculum may differ slightly, these classes are among those often required to earn a Bachelor of Science degree in personal financial planning:

  • Asset management
  • Business finance
  • Commercial bank management
  • Financial institutions and markets
  • International business finance
  • Personal financial counseling
  • Professional practices
  • Real estate appraisal and investment
  • Security analysis
  • Short-term financial management

Bachelor of Science in Business Administration, Financial Planning Concentration

The BSBA degree program may require these courses:

  • Applied business statistics
  • Business skills
  • Intermediate financial management
  • International finance
  • Money and capital markets
  • Options and futures
  • Personal selling
  • Portfolio management
  • Real estate principles
  • Working capital management

To continue researching, browse degree options below for course curriculum, prerequisites and financial aid information. Or, learn more about the subject by reading the related articles below:

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