Financial Planning Major
Learn to protect, grow and manage assets with a Bachelor of Business Administration (BBA) in Financial Planning from Temple University’s Fox School of Business. The major prepares students to help future clients meet their financial goals through the proper management of financial resources.
Financial planning is a growing, in-demand field that combines the analytical aspects of finance with the interpersonal skills needed for effective client communication. Financial planners
- establish client goals;
- analyze client current financial status;
- develop and present recommendations and alternatives to meet client goals; and
- implement and monitor these recommendations.
Through the Bachelor of Business Administration in Financial Planning curriculum, you’ll gain a fundamental understanding of retirement planning, income tax and estate planning, insurance, investment allocation, and employee benefits planning.
Learn cutting-edge financial software that will equip you to enter the crowded job market with a competitive edge. You will receive pivotal guidance and support from faculty who maintain substantial networks of organizational and business leaders in the local and national spheres.
Graduates fulfill the necessary educational requirements and are equipped to sit for the Certified Financial Planner (CFP) exam, the nationally recognized and highly regarded designation within the financial planning industry.
Classes & Curriculum
Financial Planning BBA students learn the fundamentals of finance and the intricacies of asset management. Some of the core courses include
- Introduction to Financial Planning;
- Insurance, Benefits and Retirement Planning;
- Security Analysis and Benefit Planning; and
- Tax, Estate and Trust Planning.