Financial Planning Degree

This course is an introduction to accounting concepts and the elements of financial statements including basic accounting vocabulary and analysis of business transactions from an accounting viewpoint. Students will be required to recognize, record, and classify new accounting data. Emphasis is placed on corporate accounting. Introductory financial statement analysis and interpretation are also covered. Prerequisite: none

Managerial accounting is designed to introduce the fundamentals of managerial accounting to both accounting and non-accounting majors. It covers accounting and management decision making in both short-term and long-term strategic situations. Students will be expected to explain and apply accounting concepts including basic costing and processes, cost classifications, responsibility accounting and ethical behavior of the managerial accountant. Prerequisite: AC 205

This course focuses on federal income tax provisions and procedures used to compute tax liability for individuals. Included in the course are the concepts of income tax determination, problems of computing gross income, deductions and losses, tax credits, capital gains and losses, tax liability, and preparation of tax returns. Students will be expected to prepare basic tax forms and research tax issues using appropriate research materials. Prerequisite: AC 206

Students evaluate and determine appropriate goals of individuals relative to their life cycle and acquire knowledge of key financial concepts and related products that can be applied to optimize personal financial wellbeing. Specific elements of the course include goal making, financial record keeping, and managing decisions associated with credit, taxation, insurance, investments, and estate management.

This course covers the basic principles, techniques, and institutional aspects of financial management in order to provide students applications of finance content similar to those encountered in a finance career. Topics include financial markets and environment, time value of money, bond and stock valuation, risk and return, financial statement ratio analysis, capital budgeting, financial planning and control, capital structure, dividend policy, and other fundamental finance issues. Prerequisites: AC 206, MA 215, and MA 102 or MA 120

This course includes fundamental principles and practices of risk management and insurance with an applied focus on risk management processes as well as institutional and contractual details of the insurance industry. Topics include risk identification; risk characterization; pricing of risk reduction techniques; risk retention; regulatory, legal and tax implications; insurance; and other hedging strategies. Additionally, personal, business, and public policy perspectives concerning life, health, property, and liability risk management and insurance are addressed. Prerequisite: BA 312

Investment principles and practices are studied in the context of individuals or organizations operating in well-developed financial markets. The course will integrate accepted economic relationships and practices to provide students with an understanding of the current investment environment. Additionally, the course will survey the institutions and securities that make up the investment environment. Students will have an opportunity to understand and experience how individuals trade financial instruments, including stocks, options, bonds, futures, and other derivative securities. Prerequisite: BA 312

This course is a study of the behavior of the macroeconomy, including the causes and consequences of inflation, unemployment, and the business cycle. Monetary, fiscal, and “supply side” policies for dealing with macroeconomic problems are examined. Prerequisites: Basic college level ability in English, logic, and mathematics

This course provides an introduction to the area of Microeconomics. This introduction assists students in achieving a practical understanding and ability to apply economic concepts, theories, and practices relevant to the understanding of our economy. The course investigates the economic behavior of consumers, businesses and government. Emphasis is placed on price and output determination under various market structures and on the entrepreneurial competitive process. Prerequisites: Basic college level ability in English, logic, and mathematics

This course has two main objectives. First, students study about people's attitudes, values, and biases to analyze sources of money conflict. Students also learn about sources of effective communication processes to provide financial counseling and manage economic crisis events. Second, this course provides an introduction of the operations of financial markets, as well as the evolving regulatory framework within which these markets operate. Prerequisite: BA 110

The goal of this course is for students to learn how to prepare for post-working life. Students design a retirement plan that will meet a client's needs from a tax, retirement, and financial planning standpoint. Students also survey estate and gift tax planning, the unified estate and gift tax system, and the transfer of property through trusts and wills. Prerequisite: BA 312

Students apply the financial planning process by considering the ethical, legal, and regulatory environment; appropriate communication; the standards of professional conduct; and other topics of relevance in financial planning and decision making. Students integrate employee benefits and retirement planning, investments, risk management and insurance, income taxes, and estate planning into a comprehensive financial plan. Prerequisite: AC 331, FP 401, BA 402, BA 416A, FP 419

This course focuses on the political and philosophical traditions of the American republic, especially as embedded in the ideals, values, traditions, founding documents, and institutions of the United States , and considers how these traditions relate to individual citizenship and global society. Prerequisite: 60 Credit Hours

This course focuses on the creative tensions that exist between the forces of tradition and change as the country undergoes social, cultural, and political change. It considers the manner in which change can renew the vitality of a republic. Prerequisite: 60 Credit Hours

This course examines civic engagement in relation to individual freedoms and responsibilities. It fosters engaged citizens, empowered to effect positive change. Prerequisite: 60 Credit Hours