The College of Business financial planning concentration is a CFP® Board Registered Program for undergraduate students. It covers all the major areas of financial planning, including retirement, employee benefits, estate, tax, and insurance planning and is appropriate if you want to enter the financial planning profession as a financial advisor, financial planner, wealth manager, or financial product representative. This concentration allows you to merge your academic focus with your career goals while working to earn a Bachelor of Science in Business Administration.

24

Credits of financial planning-specific courses needed

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Curriculum

Students who choose the financial planning concentration must take at least 24 credits of financial planning-specific courses in addition to the All-University Core Curriculum and College of Business courses. The curriculum fulfills the education requirements for students intending to sit for the CFP® certification examination after graduation. Take a look at the degree requirements.

See more details about the financial planning concentration (PDF).

Courses

The courses below reflect the 2016-2017 Colorado State University catalog, published in August 2016 for students enrolling during the 2016-2017 academic year. Courses listed are updated each summer for incoming students.

Freshman
AUCC
Credits
BUS 100
Introduction to Business
Credits1
BUS 150
Business Computing Concepts and Applications
Credits3
BUS 220
Ethics in Contemporary Organizations (GT-AH3)
AUCC3B
Credits3
CIS 200
Business Information Systems
Credits3
CO 150
College Composition (GT-CO2)
AUCC1A
Credits3
ECON 202
Principles of Microeconomics (GT-SS1)
AUCC3C
Credits3
MATH 141
Calculus in Management Sciences (GT-MA1)
AUCC1B
Credits3
Biological and Physical Sciences
AUCC3A
Credits4
Arts and Humanities
AUCC3B
Credits3
Electives
Credits5
Total Credits
Credits31
Sophomore
ACT 210
Introduction to Financial Accounting
Credits3
ACT 220
Introduction to Managerial Accounting
Credits3
BUS 201
Foundations of Sustainable Enterprise
Credits1
BUS 260
Social-Ethical-Regulatory Issues in Business
Credits3
BUS 300
Business Writing and Communication (GT-CO3)
AUCC2
Credits3
ECON 204
Principles of Macroeconomics (GT-SS1)
AUCC3C
Credits3
STAT 204
Statistics for Business Students
Credits3
Biological and Physical Sciences
AUCC3A
Credits3
Global and Cultural Awareness
AUCC3E
Credits3
Electives
Credits6
Total Credits
Credits31
Junior
ACT 330
Introduction to Taxation
Credits3
FIN 300
Principles of Finance
AUCC4A,4B
Credits3
FIN 310
Financial Markets and Institutions
Credits3
FIN 320
Introduction to Financial Planning
Credits3
FIN 342
Risk Management and Insurance
Credits3
FIN 355
Principles of Investments
Credits3
MKT 300
Marketing
AUCC4B
Credits3
Historical Perspectives
AUCC3D
Credits3
Electives
Credits6
Total Credits
Credits30
Senior
BUS 479
Strategic Management
AUCC4A,4C
Credits3
FIN 440
Estate Planning
Credits3
FIN 442
Employee Benefits and Retirement Planning
Credits3
FIN 445
Financial Plan Development
Credits3
MGT 301
Supply Chain Management
Credits3
MGT 320
Contemporary Management Principles/Practices
Credits3
Electives3
Credits10
Total Credits
Credits28
Program Total Credits:
Credits120

1Students enrolled in the Business Administration major prior to Fall semester 2013, are not required to take BUS 201 and BUS 220.

2Students who have taken FIN 305 and/or MKT 305 prior to admission to the College of Business may substitute those courses to satisfy the category 4A and 4B requirements. All other students are required to take FIN 300 and MKT 300 to satisfy categories 4A and 4B.

3Select enough elective credits to bring the program total to a minimum of 120 credits, of which at least 42 must be upper-division (300- to 400-level).

Students are not to utilize the satisfactory/unsatisfactory (S/U) grading option for any Business concentration course (Business and non-Business subject codes) except when a course only allows S/U grading.

This course listing is provided through the Colorado State University catalog and is updated each summer. New or modified courses offered for spring or summer may not be included, but you can find complete course information via the class schedule on RAMweb. Offerings are subject to change, and the University reserves the right to make changes in catalog information when necessary and to correct errors.

 

Learning Outcomes

Students will demonstrate:

  • The ability to solve time value of money problems
  • The ability to value securities, measure and manage risk
  • The ability to analyze the financial health of companies
  • The ability to incorporate global risk in financial decision-making
The financial planning concentration is offered by the College of Business Department of Finance and Real Estate.

Contact

Undergraduate Programs
undergradinfo@business.colostate.edu
(970) 491-5103
110 Rockwell Hall - West