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Financial Planning/Business Administration - BS/MBA

Program Overview:

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.

Admission Requirements for the B.S./M.B.A. Dual Degree Program

Incoming Freshmen:

  • Average grade of A in high school course work
  • Minimum SAT score of 1100

Transfer Students and Current College of Saint Rose Students:

  • May apply after completing 45 credits at Saint Rose or another institution with a minimum GPA of 3.4



Program Contacts:


Program Requirements:

The Financial Planning 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 and science electives***

8

Undergraduate General Electives****

13

MBA Core Requirements

27

MBA Electives

9

Subtotal  158 

Less potential challenge credits

(18)

Total  140 

*CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The College of Saint Rose does not certify individuals to use the CFP® and CERTIFIED FINANCIAL PLANNERTM. CFP certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

**The elective courses from the Accounting/Taxation minor and/or the Financial Planning minor and/or the Economics minor and/or the Mathematics minor and/or the Computer Science minor.

***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. 

ACC 121Prin Financial Accounting

3

ACC 122Prin Managerial Acc't

3

ACC 320Acc't Information Systems

3

BUS 111Fundamentals of Business

3

BUS 199Fund of Business Colloquium

0

BUS 210Business Communications

3

BUS 233Business Law 1

3

BUS 246Organizational Behavior

3

BUS 253Principles of Marketing

3

BUS 301Financial Management

3

BUS 307Personal Wealth Management

3

or

BUS 334Business Law II

3

BUS 352Operations Management

3

BUS 487Global Topics in Finance

3

ACC 328Taxation

3

BUS 302Insurance Planning

3

BUS 305Benefits and Retiremnt Plng

3

BUS 406Estate Planning

3

BUS 486Investment I

3

BUS 491Field Stdy in Fin Plan Dev

3

CSC 114Excel

3

ECO 205Principles of Macroeconomics

3

ECO 206Principles of Microeconomics

3

MAT 180College Algebra

3

PHI 205Business Ethics

3

MBA 516Mgmnt Com/Soc Res

3

MBA 517Org. Beh & Mgmt.

3

ACC 522Budgeting & Cost Analysis

3

MBA 555Managerial Economics

3

MBA 582Human Resource Management

3

MBA 635Marketing Management

3

MBA 640Managerial Finance

3

MBA 660Prod & Qual Mngmt

3

MBA 690Strategic Management

3

Internship/Field Experiences/Study Abroad/Service:


BUS 491Field Stdy in Fin Plan Dev

3

Professional Accreditations:

Admissions and Financial Aid Information:

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