Finance and Personal Financial Planning, BSBA

Location(s): California Campus, Edinboro Campus

The BSBA in Finance and Personal Financial Planning at PennWest University prepares students to enter the finance and personal financial planning professions. This program prepares students for careers in banking, corporate/treasury management, financial analytics, corporate forecasting, and personal financial planning. This program is registered with the Certified Financial Planner Board of Standards, Inc.; therefore, program graduates are eligible to sit for the CFP^® exam. This program also prepares students to take the Securities Industry Essentials ^® (SIE^®) Exam.

Advisement Sheet

Student Learning Outcomes

BSBA Program Level Outcomes

Demonstrate proficiency in foundational concepts of functional business areas
Exhibit critical thinking skills for the collection, analysis, and application of data and concepts
Display cultural competence for ethical, sustainable, inclusive, and collaborative leadership practices including a global perspective
Effectively communicate in oral, written, visual, and digital format

Finance and Personal Financial Planning Major Outcomes

Integrate financial theories, methods, and concepts to achieve financial goals
Evaluate how to best maximize efficiency through effective risk management, capital allocation, and management of resources  
Develop and communicate sound financial recommendations through an analysis of financial and market related information

Curriculum Requirements

Students must complete a minimum of 42 credits in advanced coursework per the PennWest graduation requirements policy.

General Education

At least two disciplines must be represented within each of the following areas: Arts and Humanities, Social Sciences, Natural Sciences and Tech. For example: Students cannot have all courses with a prefix of BIOL in Natural Sciences and Tech. You must take courses from at least two different discipline areas (ie. BIOL and CHEM).

Oral Communication - COMJ 1010 - Public Speaking Credit Hours: 3
Written Communication - ENGL 1200 - College Composition Credit Hours: 3
Quantitative Reason - MATH 1010 - Quantitative Reasoning Credit Hours: 3
Technological Literacy - BSIN 2000 - Management Information Systems Credit Hours: 3
Arts and Humanities - Any Course Credit Hours: 3
Arts and Humanities - Any Course Credit Hours: 3
Arts and Humanities - Any Course Credit Hours: 3
Social Sciences - PSYC 1000 - Introduction to Psychology Credit Hours: 3
Social Sciences - ECON 2100 - Principles of Microeconomics Credit Hours: 3
Social Sciences - ECON 2200 - Principles of Macroeconomics Credit Hours: 3
Natural Sciences and Tech - MATH 1220 - College Algebra Credit Hours: 3
Natural Sciences and Tech - QBA 1000 - QBA 1: Optimization Credit Hours: 3
Natural Sciences and Tech - Any Course Credit Hours: 3
Wellness Elective - PFPL 1010 - Wealth Building and Personal Financial Planning Credit Hours: 3

Competencies

Quantitative Applications - QBA 2000 - QBA 2: Statistical Analysis Credit Hours: 3
Applied Methodologies - QBA 3000 - QBA 3: Analytics and Applications Credit Hours: 3
Intercultural Fluency - Any Course Credit Hours: 3
Ethical Reasoning - BSAD 3200 - Business Ethics Credit Hours: 3
Information Literacy - Any Course Credit Hours: 3
Writing Intensive - BSAD 4900 - Business Capstone Credit Hours: 3 and ANY OTHER WI COURSE
Keystone Experience - FINA 4200 - Securities Industry Essential Exam Preparation Credit Hours: 3

Major

Required Major Courses

ACC 2000 - Financial Accounting Credit Hours: 3
ACC 3000 - Managerial Accounting Credit Hours: 3
BLAW 2000 - Legal and Ethical Environment of Business Credit Hours: 3
BSAD 3200 - Business Ethics Credit Hours: 3
BSAD 4900 - Business Capstone Credit Hours: 3
FINA 3000 - Financial Management Credit Hours: 3
MGMT 3000 - Principles of Management Credit Hours: 3
MKTG 3000 - Principles of Marketing Credit Hours: 3
QBA 2000 - QBA 2: Statistical Analysis Credit Hours: 3
QBA 3000 - QBA 3: Analytics and Applications Credit Hours: 3
ACC 3200 - Federal Income Tax I Credit Hours: 3
FINA 1100 - Finance & Personal Financial Planning Professions Credit Hours: 3
FINA 3100 - Advanced Financial Management Credit Hours: 3
FINA 3200 - Financial Institutions & Markets Credit Hours: 3
FINA 3500 - Risk Management Credit Hours: 3
FINA 3600 - International Finance Credit Hours: 3
FINA 4000 - Investments Credit Hours: 3
FINA 4200 - Securities Industry Essential Exam Preparation Credit Hours: 3
PFPL 4300 - Retirement Planning Credit Hours: 3
PFPL 4400 - Estate Planning Credit Hours: 3
PFPL 4750 - Financial Plan Development Credit Hours: 3

Total Credits: 120

Depending on the program of study, students may need to complete additional credits to ensure the total credit hour requirement is met.

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