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West Liberty University

Gary E. West College of Business

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Home Programs Financial Planning Major

Financial Planning Major

A Bachelor of Science in Business Administration in the Gary E. West School of Business with a specialization in Finance prepares students for careers in the Financial Services industry. Career choices in finance including banking, investments and financial planning services. 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 be successful in today’s financial environment and pursue a career in Financial Planning.

 
Required Courses – Financial Planning MajorCredit Hours
West Liberty University General Studies37
Gary E. West College of Business Core45
FIN 310 Investment and Portfolio Analysis I3
FIN 311 Investment and Portfolio Analysis II3
FIN 321 Introduction to Wealth Management3
FIN 322 Insurance & Education Planning3
FIN 424 Retirement Planning3
FIN 425 Estate Planning3
ACC 425 Federal Taxation of Individuals3
ACC 426 Federal Taxation for Business Entities3
FIN 446 CAPSTONE: CFP Ethics Financial Planning3
Business Minor Course11
Total120

Click on the current advising information sheet for a complete listing of courses required to graduate with a B.S.B.A. in Finance, including WLU General Studies courses, Business Core courses, and Finance Major courses.

 

  • 2020-2021 Advising Sheets Finance
  • 2021-2022 Advising Sheets Financial Planning
  • 4-Yr Plan Financial Planning

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GARY E. WEST
COLLEGE OF BUSINESS

West Liberty University
208 University Dr.
West Liberty, WV 26074

304.336.8053
304.336.8418

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WEST LIBERTY UNIVERSITY

208 University Drive
West Liberty, WV 26074

 

304.336.5000
Toll Free: 866-WESTLIB

 

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