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Financial Planning/Business Administration – BS/MBA

Program Overview:


The Dual Degree BS/MBA provides students of superior academic ability and maturity the chance to earn both degrees—which together would normally require 158 credits—with as few as 140 credits.

Students typically accelerate their progress by identifying graduate courses that can fulfill both graduate and undergraduate requirements. However, the plan of study may also include independent study, proficiency exams, special seminars, and advanced courses.

The Financial Planning major is intended for the student interested in personal financial planning for individuals or families. Financial planning involves the management of financial resources to establish a goal of where a person would like to be in the future and develop a plan of how he or she can achieve that goal. The plans developed require a comprehensive approach that includes several areas of personal finance, including investments, insurance, retirement benefits, estate planning, personal taxes, and financial plan development. Students of the Financial Planning major are also strongly encouraged to develop a focus in Accounting/Taxation and/or Finance and/or Marketing beyond the foundational knowledge of Financial Planning.

The Financial Planning major will prepare students to enter the field of financial planning in organizations such as banks, credit unions, insurance companies, investment firms or accounting firms. Eventually, students may choose to establish their own private practice for financial planning.

The Financial Planning major curriculum meets the educational requirement for certification with the Certified Financial Planner Board of Standards (CFP Board) and qualifies students to sit for the CFP® Certification Examination, administered by the CFP Board.



Program Contacts:


Program Webpage:

Program Requirements:


The Financial Planning BS/MBA major at the College of Saint Rose offers a curriculum that complies with the educational requirement of the CFP® certification.* The Financial Planning major is built on a solid foundational knowledge of accounting and business. All Financial Planning majors develop a comprehensive understanding in the various functional areas of accounting and business by completing the Accounting and Business Requirements; they develop a focus in financial planning by completing the Financial Planning Requirements; and they develop a further specialized interest by completing the Electives Requirements.

Normally, once a student has matriculated in the Financial Planning major at The College of Saint Rose, he or she must satisfy all remaining major requirements with Saint Rose courses. Likewise, students pursuing the Financial Planning minor must satisfy all requirements for the minor with Saint Rose courses. 


The minimum credit requirement for the Bachelor of Science in Financial Planning/Master of Business Administration program at The College of Saint Rose is 158 credits, which consists of the following:



Undergraduate Accounting and Business Courses (36)
Undergraduate Finance Courses
(18)
Undergraduate Major Electives**  (6)
College Liberal Education Requirements

(41)

Additional Arts & Science Electives***

(8)

Undergraduate General Electives****

(13)

M.B.A. Core

(27)

M.B.A. Electives

(9)

Subtotal

158

Less potential challenge credits

(18)

Total

140



***Arts and science electives include courses from the arts and sciences that may or may not have Liberal Education designation. Courses taken in professional fields such as accounting, business, nursing, education, medical technology or engineering are generally not recognized as arts and sciences for this requirement. Students must consult with their advisors in selecting these courses.

****Additional credits include any courses offered or accepted by The College of Saint Rose that can be applied toward the 122 credit hour graduation requirement.




Technology:

The use of computers is an integral part of graduate business courses. Students will have classroom assignments that require proficiency with word processing, spreadsheets and presentation software applications. The College of Saint Rose computer facilities include computer laboratories with open-time access available to all students. Scanning and laser printing are available. Since students use computer applications throughout the graduate business program for assignments, analysis, presentations, and as a managerial tool, computer ownership is strongly recommended.

Internship/Field Experience/Service:

MBA 699Full-time Graduate Internship

3

Culminating Academic Experiences:

MBA 690Strategic Management

3

Professional Accreditation:

Admissions and Financial Aid Information:

  1. Submission of a completed application and a Statement of Purpose of approximately 300 words detailing the applicant’s goals for graduate study.
  2. Evidence of the possession of a baccalaureate degree from an accredited institution through submission of official transcripts from all undergraduate and graduate institutions attended
  3. Academic and professional qualifications for graduate study, as indicated by two letters of recommendation.
  4. A grade point average of 3.0 (on a 4.0 scale), overall and in the undergraduate major.
  5. Other admission criteria specified by academic programs such as submission of resumes, writing samples, portfolios, test scores, and participation in interviews or admissions workshops.

Additional BS/MBA Admission Information:

Incoming First Year Students
Transfer Students and Current Saint Rose Students

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