Financial Planning

BBA Degree – Code #1938

Dr. Ron Rhoades, Program Coordinator

Email address: rhoadera@alfredstate.edu

The Business Department offers a BBA degree in financial planning. Students receiving their AAS or AS degree in virtually any business concentration will be able to seamlessly transfer into this program and receive the BBA degree in four more semesters, which includes a full semester internship in the field.

Personal financial services is one of the most lucrative and rapidly expanding professions in existence. By combining expertise in estate planning, investment planning, risk management, insurance evaluation, tax planning, retirement planning, and employee benefits planning, the CERTIFIED FINANCIAL PLANNER™ professional offers one-stop comprehensive expert advice and planning which would have formerly required a prospective client to seek advice from a variety of different professionals. Students completing this four-year degree will be eligible to sit for the the CERTIFIED FINANCIAL PLANNER™ examination, a rigorous exam that is one important step in becoming a CFP® practitioner. While there are numerous job opportunities for employment in various types of financial institutions--banks, investment firms, and the insurance industry--perhaps the greatest earnings potential lies in becoming a self-employed CFP® practitioner.

This is an extremely rewarding profession. Not only is there tremendous earning potential, but it is also a very satisfying way to make a living by helping people bring order to their lives and teaching them how to acquire and retain wealth. Aside from the monetary rewards (including starting and ending salaries well above the average for college graduates), financial planners enjoy a host of personal rewards from assisting their fellow Americans to save, invest, and plan for their financial futures. No wonder that the career of personal financial planning has consistently ranked as one of the "happiest" of careers.

A laptop computer is required for students entering this degree program. Laptop specifications are available at www.alfredstate.edu/required-laptops.

This program is registered with the Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) certification marks in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.

Alfred State does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience, and examination requirements.

PROGRAM STUDENT LEARNING OUTCOMES

OCCUPATIONAL OPPORTUNITIES

EMPLOYMENT STATISTICS

Employment and transfer rate of 100 percent – 100 percent are employed in the field.

RELATED PROGRAMS

Financial Services

Accounting

Marketing

Business Management (Career)

Business Administration (Transfer)

Entrepreneurship

ENTRANCE REQUIREMENTS/RECOMMENDATIONS

Required:

 

 

 

 

 

 

Algebra, Geometry, Algebra 2/ Trigonometry, SAT and/or ACT scores with a recommended combined SAT score of 1,000 (critical reading and math) or a composite ACT score of 21