The bachelor of science in financial planning builds upon the university’s strength in business and the liberal arts to provide students with applied financial services skills for challenging, well-compensated employment with banks, investment firms, law firms, insurance providers, and consulting enterprises. It will also prepare students considering an MBA, MSF, MSA, or other graduate study.

Learning Outcomes

Graduates of the BS in financial planning will be able to:

  1. Know the core areas of business: accounting, management, marketing, economics, and finance.
  2. Analyze a client’s long-term and short-term goals in order to design beneficial financial planning strategies.
  3. Apply detailed knowledge of local, state, and federal tax laws to client financial advisement.
  4. Demonstrate standards of ethical conduct which adhere to the Code of Ethics and Conduct developed by the Center for Financial Planning (CFP) Board.
  5. Synthesize and effectively communicate complex financial and legal concepts to clients and other stakeholders.
  6. Evaluate the suitability of various investment vehicles and financial decisions for individual clients and investor categories.

Career Preparation

The BS in financial planning qualifies students to sit for the Certified Financial Planner (CFP) examination, one of the professional certifications in highest demand. Graduates will encounter a very strong job market in investment advisement, banking, insurance, healthcare, and education. According to the US Bureau of Labor Statistics, the number of job openings in financial services is expected to grow much faster than average, with mean salaries of over $105K annually. Typical positions include:

  • Certified Financial Planner
  • Financial Consultant
  • Development Associate
  • Finance Manager
  • Investment Advisor
  • Controller
  • Financial Analyst
  • Insurance Specialist
  • Loan Officer
  • Education Planner
  • Healthcare Specialist
  • Portfolio Advisor
  • Account Manager
  • Client Relations Specialist
  • Investment Analyst
  • Tax Specialist
  • Benefits Administrator
  • Database Specialist

Admission Requirements

Students who elect to pursue the BS in financial planning must meet the same admission requirements as for all other Regis undergraduate students in the Marshall M. Sloane School of Business and Communication.