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Program checklist · Financial Planning - BS **No new applications are being accepted**

Financial Planning - BS **No new applications are being accepted**

The College of Saint Rose · Albany, NY

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Financial Planning - BS **No new applications are being accepted**
Credential class
ceterms:BachelorDegree
Catalog edition
2019-2021
Checklist type
degree-program
Description
The Financial Planning major is intended for the student interested in personal financial planning for individuals or families. Financial planning involves the management of financial resources to establish a goal of where a person would like to be in the future and develop a plan of how he or she can achieve that goal. The plans developed require a comprehensive approach that includes several areas of personal finance, including investments, insurance, retirement benefits, estate planning, personal taxes, and financial plan development. Students of the Financial Planning major are also strongly encouraged to develop a focus in Accounting/Taxation and/or Finance and/or Marketing beyond the foundational knowledge of Financial Planning.
Identifiers
IPEDS UNITID
195234
CourseShelf checklist
CK_195234_d14cf035
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 61

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

General Electives****

21 items
  1. ACC 121
    Financial Accounting
    As published: “ACC 121”
    3
  2. ACC 122
    Managerial Accounting
    As published: “ACC 122”
    3
  3. ACC 320
    Accounting Information Systems
    As published: “ACC 320”
    3
  4. BUS 219
    Management Information Systems
    As published: “BUS 219”
    3
  5. BUS 111
    Fundamentals of Business
    As published: “BUS 111”
    3
  6. BUS 199
    Fundamentals of Business Colloquium
    As published: “BUS 199”
    1
  7. BUS 210
    Business Communications
    As published: “BUS 210”
    3
  8. BUS 233
    Business Law
    As published: “BUS 233”
    1
  9. BUS 246
    Organizational Behavior
    As published: “BUS 246”
    3
  10. BUS 253
    (L10)-3
    As published: “BUS 253”
    17
  11. BUS 301
    Financial Management
    As published: “BUS 301”
    3
  12. BUS 334
    Business Law
    As published: “BUS 334”
    2
  13. BUS 352
    Quantitative Business Analysis
    As published: “BUS 352”
    3
  14. BUS 487
    Global Topics in Finance
    As published: “BUS 487”
  15. BUS 425
    Integrated Global Business
    As published: “BUS 425”
    3
  16. ACC 328
    Taxation
    As published: “ACC 328”
    3
  17. BUS 302
    Insurance Planning
    As published: “BUS 302”
  18. BUS 305
    Benefits and Retiremnt Plng
    As published: “BUS 305”
  19. BUS 406
    Estate Planning
    As published: “BUS 406”
  20. BUS 486
    Investment I
    As published: “BUS 486”
  21. BUS 491
    Field Stdy in Fin Plan Dev
    As published: “BUS 491”

College-wide Liberal Education Requirements (41 credits)

4 items
  1. CSC 114
    Excel
    As published: “CSC 114”
    3
  2. ECO 205
    Macroeconomics
    As published: “ECO 205”
    3
  3. ECO 206
    Microeconomics
    As published: “ECO 206”
    3
  4. MAT 180
    College Algebra (C6)
    As published: “MAT 180”
    3

General Electives (at most 13 credits required)

22 items
  1. BUS 491
    Field Stdy in Fin Plan Dev
    As published: “BUS 491”
  2. BUS 111
    Fundamentals of Business
    As published: “BUS 111 /199 Fundamentals of Business (3 cr)”
    3
  3. BUS 210
    Business Communications
    As published: “BUS 210 Business Communications (3 cr)”
    3
  4. BUS 233
    Business Law
    As published: “BUS 233 Business Law 1 (3 cr)”
    1
  5. ACC 121
    Financial Accounting
    As published: “ACC 121 Prin Financial Accounting (3 cr)”
    3
  6. BUS 246
    Organizational Behavior
    As published: “BUS 246 Organizational Behavior (3 cr)”
    3
  7. BUS 302
    Insurance Planning
    As published: “BUS 302 Insurance Planning (3 cr)”
  8. ACC 122
    Managerial Accounting
    As published: “ACC 122 Prin Managerial Acc't (3 cr)”
    3
  9. BUS 253
    (L10)-3
    As published: “BUS 253 Principles of Marketing (3 cr)”
    17
  10. BUS 301
    Financial Management
    As published: “BUS 301 Financial Management (3 cr)”
    3
  11. MAT 184
    Elementary Statistics
    As published: “MAT 184 (or MAT195, MAT120) or BUS 280 (4 cr)”
    4
  12. BUS 493
    Pre-internship
    As published: “BUS 493 Pre Internship (0 cr)”
    14
  13. ACC 328
    Taxation
    As published: “ACC 328 Taxation (3 cr)”
    3
  14. BUS 352
    Quantitative Business Analysis
    As published: “BUS 352 Operations Management (3 cr)”
    3
  15. ACC 320
    Accounting Information Systems
    As published: “ACC320 Acc't Information Systems (3 cr)”
    3
  16. BUS 334
    Business Law
    As published: “BUS 334 Business Law 2 (3 cr)”
    2
  17. BUS 406
    Estate Planning
    As published: “BUS 406 Estate Planning (3 cr)”
  18. BUS 486
    Investment I
    As published: “BUS 486 Investment I (3 cr)”
  19. BUS 305
    Benefits and Retiremnt Plng
    As published: “BUS 305 Benefits & Retirement Planning (3 cr)”
  20. BUS 487
    Global Topics in Finance
    As published: “BUS 487 Global Topics in Finance (3 cr)”
  21. BUS 494
    Internship
    As published: “BUS 494 Internship (Not Required) (3 cr)”
    3
  22. BUS 491
    Field Stdy in Fin Plan Dev
    As published: “BUS 491 Field Study in Fin Plan Dev. (3 cr)”
Source. The College of Saint Rose, catalog 2019-2021 — https://strose.smartcatalogiq.com/en/2019-2021/catalog/programs-of-study/financial-planning-bs. Captured page pages/2679.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.