Financial Planning
A Bachelor of Science in Business Administration in the Gary E. West College of Business with a specialization in Financial Planning prepares students for careers in the Financial Services industry. Career choices in finance including banking, investments and financial planning services.
Major in Financial Planning
According to the Bureau of Labor Statistics, employment in business and finance operations’ occupation is expected to grow at a 10% rate and account for nearly 775,00 new jobs before 2026. Our program is tailored to meet this increase in job growth and focuses on the demands and skills local employers require. In addition to our curriculum, our students have the opportunity to participate in an Investment Club that manages its own fund.
The specialization includes courses in Investment and Portfolio Analysis, Wealth Management, Taxation, Insurance, Retirement, and Estate Planning. The curriculum presents a combination of theory and applications designed to provide the student with the needed expertise to be successful in today’s financial environment and pursue a career in Financial Planning.
| Required Courses – Financial Planning Major | Credit Hours |
| West Liberty University General Studies | 37 |
| Gary E. West College of Business Core | 45 |
| FIN 310 Investment and Portfolio Analysis I | 3 |
| FIN 311 Investment and Portfolio Analysis II | 3 |
| FIN 321 Introduction to Wealth Management | 3 |
| FIN 322 Insurance Planning | 3 |
| FIN 424 Retirement Planning | 3 |
| FIN 425 Estate Planning | 3 |
| ACC 425 Federal Taxation of Individuals | 3 |
| ACC 426 Federal Taxation for Business Entities | 3 |
| FIN 446 CAPSTONE: Personal Financial Planning | 3 |
| Business Minor Course | 11 |
| Total | 120 |
Click below to see detailed course requirements for the B.S.B.A. with a major in Finance. Current students can access their detailed requirements and completed courses in WINS, using DegreeWorks.
- Academic 4-Year Plan(s)
- BS – Financial Planning 4 Year Plan
Finance Minor
The finance minor offers students the opportunity to develop a proficiency in finance while maintaining an auxiliary focus in another area.
| Required Courses – Finance Minor | Credit Hours |
| ACC 224 Principles of Financial Accounting | 3 |
| FIN 300 Principles of Finance | 3 |
| FIN 310 Investment and Portfolio Analysis I | 3 |
| FIN 311 Investment and Portfolio Analysis II | 3 |
| Choose two of the following electives: | |
| FIN 321 Introduction to Wealth Management | 3 |
| FIN 322 Insurance Planning | 3 |
| FIN 424 Retirement Planning | 3 |
| FIN 425 Estate Planning | 3 |
| Total | 18 |