3 units
- Required Courses
- Core Requirements
- Major
- Three Units Selected from
Offered: Summer 2027 (not offered), Spring 2027 (offered), Fall 2026 (offered)
Counts toward
- Business Administration Certificate (2026-27) - Required Courses, Three Units Selected from
- Business Administration Certificate (2025-26) - Required Courses
- Business Administration Certificate (2024-25) - Required Courses
- Business Administration, Emphasis in Financial Services, B.S. (2026-27) - Major
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- Business Administration, Financial Services, B.S. (2025-26) - Major
- Financial and Tax Planning, M.S. (2026-27) - Core Requirements
- Financial and Tax Planning, M.S. (2025-26) - Core Requirements
- Financial Services, B.S. in Business Administration (2024-25) - Major
- Personal Financial Planning Certificate (2026-27) - Required Courses
- Personal Financial Planning Certificate (2025-26) - Required Courses
- Personal Financial Planning Certificate (2024-25) - Required Courses
Financial planning process including data gathering, cash flow and debt considerations. Retirement planning including social security. Education funding. Practice management considerations including establishment of ethical and legal client relationships.
Prerequisites
B A 323. Proof of completion of prerequisite(s) required: Copy of transcript.
See the full prerequisite chainFrom the catalog
- Grading
- LCR: Letter Grade with Cr/NC available. The grading default for the class will be letter grade, but students can opt to take it for Cr/NC
- Repeatable
- Maximum 3 units.
- Typically offered
- Fall/Spring