Financial Planning Bachelor of Business Administration

Thinking about pursuing a career in financial advising? The online Bachelor of Business Administration in Financial Planning from Grantham University can get you on the right track. In a curriculum of real-world financial planning situations based on Certified Financial Planning principles, you’ll gain the strategies you need to help clients plan for and meet long-term financial goals.

What will I learn in this online Financial Planning degree program?

You will gain a fundamental and career-building understanding of tax planning, asset allocation, risk management, retirement and estate planning

What careers can I pursue with an online Financial Planning degree?

After completing this program, you will be equipped to pursue a career as a financial services sales agent, personal financial advisor, or in a related financial services field1. You’ll have the skills to provide professional guidance to individuals, families and even corporations as they plan long-term financial strategies.

How long is the Financial Planning degree online program?

At 123 credit hours, the online Financial Planning Bachelor of Business Administration degree program is designed to be completed in 38 months. It could take less time depending on how much transfer credit you receive and how many classes you take every term.

What are the admission requirements?

In addition to proof of high school graduation or its equivalent, admission to the Financial Planning program in the Mark Skousen School of Business requires at least one of the following:

  • ACT composite score of 19 or higher
  • SAT score of 450 or higher
  • AFQT score from ASVAB exam of 40 or higher
  • CGPA 2.5 or better of a minimum of 12 transfer credit hours from an institution recognized by the US Department of Education
How much will this online Financial Planning degree program cost?

The undergraduate rate is $265 per credit hour. If you’re a member of the military, a veteran or part of a military family, this rate is lower. Grantham also offers scholarships and financial aid for those who qualify.

When can I start?

Courses begin monthly, so we’re ready when you are.

Call us at (888) 947-2684 to learn more about our all of accredited degree programs (including the Bachelor of Business Administration in Financial Planning), as well as opportunities for financial assistance or to find out more about the enrollment process.

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Financial Planning Bachelor of Business Administration

The Financial Planning program is designed to provide professional education for financial advisement to individuals and corporations in order to best meet their long-term financial objectives. The Financial Planning program is focused on advisement of long-term financial objectives by analyzing the client's status and setting a program to achieve that client's goals. Financial planners specialize in tax planning, asset allocation, risk management, retirement and/or estate planning.

Financial Planning Degree Program Outcomes
  • Apply and evaluate financial planning theories in an integrated approach to real-life financial planning situations based on the Certified Financial Planning principles
  • Advise individuals and families on a variety of complex financial issues
  • Develop, design, and maintain tailored and comprehensive financial plans
  • Analyze the ethical responsibility of financial planners and leaders in the financial planning industry
  • Demonstrate critical thinking through applying decision-support tools
  • Demonstrate communication skills
  • Distinguish the theories, principles and concepts related to the foundational areas of business
University Professional Outcomes

Grantham prepares graduates to succeed in an array of professional and civic settings by incorporating these critical life skills into the curriculum:

  • Communication – competence in effective written and oral communication
  • Critical Thinking – the ability to analyze problems, reflectively process information and formulate solutions
  • Respect for Diversity – an awareness of, and appreciation for, a variety of human experiences & social structures
  • Professional, Ethical and Social Responsibilities – responsibility to the greater societal good and an applied ethical framework in decision making
  • Lifelong Learning – definition for and acquisition of the continuing pursuit of educational needs throughout students' professional lives

Financial Planning Bachelor of Business Administration

A Bachelor of Business Administration in Financial Planning from Grantham can prepare you for financial advising and related opportunities, mostly in the private sector1.

Potential career paths and positions include:

  • Personal Financial Advisor
  • Credit Counselor
  • Sales Agent – Securities and Commodities
  • Sales Agent – Financial Services

Employers can include:

  • Banks and investment firms
  • Finance companies and insurance agencies
  • Self-employed or a small investment firm

Financial Planning Bachelor of Business Administration

As you consider your educational options for business and finance degrees, bear in mind Grantham’s 100% online coursework is designed to help you prepare for success in your next career.

Program Core Credits: 51
General Education Core Credits: 27
Electives Credits: 45
Total Credit Hours: 123
Accreditation(s): DEAC
Program Core: 51
Course: Title: Credits:
Course: ACC220 Title: Financial Accounting Credits: 3
  This introductory financial accounting course introduces the student to the important role of financial accounting in modernbusiness. The key role of financial accounting is to provide useful information to external users in order that a wide variety of economic decisions can be made. The course covers the theory and practice of accounting applicable to the recording, summarizing and reporting of business transactions. Topics include the different types of financial statements and accounts, asset valuation, revenue and expense recognition and appropriate accounting for asset, liability and capital accounts.
Course: BUS101 Title: Introduction to Business Credits: 3
  This introductory course provides students with a practical and concrete explanation of the concepts of business. Concepts, principles and operations of the private enterprise system are identified in this course. Students compare and contrast sole proprietorships, partnerships and corporations, and they learn the advantages and disadvantages of each. This course also discusses the functions of modern business management, marketing, and ethics and social responsibility. Human resource management is described, as well as how employers can motivate their employees. Bookkeeping, accounting, financial management and financial statements are also examined.
Course: BUS303 Title: Business Negotiations Credits: 3
  In this course, students will analyze and evaluate the fundamentals, major concepts and theories of bargaining and negotiation. Case studies will provide an experiential approach to learning the strategies and tactics of negotiation while examining power and emotions in interpersonal conflict and its resolution. International and cross-cultural negotiations and ethical standards will be covered in this course.
Course: CO210 Title: Business Communication Credits: 3
  This course develops professional communication skills for use in today's fast moving professional environment. With a focus on oral and written communication for business, students discover how to design and deliver messages in both formal and informal venues. Students are expected to integrate knowledge about perception, conflicts, leadership skills and nonverbal communication as they develop advanced communication skills.
Course: ECN201 Title: Microeconomics Credits: 3
  This course provides the student with a sound foundation in economic thinking that is central to business. Topics that are covered include: supply and demand, opportunity costs, elasticities, utility theory, the economic concept of the firm, the relationship between costs and capital in the short-run, and in the long-run, competition, monopoly, anti-trust laws, and public and private goods.
Course: ECN206 Title: Macroeconomics Credits: 3
  This introductory course provides an overview of current and traditional concerns and methods of macroeconomics. Topics that are covered include: economic growth, unemployment inflation, government deficits, monetary policy, investment and capital, the role and methods of the Federal Reserve, Keynesian and monetarist theories and comparative advantage.
Course: ETH352 Title: Fundamentals and Ethics of Financial Planning Credits: 3
  This course will provide a basic introduction to the ethical and professional considerations in the field of financial planning. The financial planning process will be evaluated along with business objectives, regulatory framework, and evolution of the profession. Technical aspects such as time value of money calculations will also be covered. Although a specific sequence is not required, the course is generally taken as the first of seven courses necessary to sit for the CERTIFIED FINANCIAL PLANNER(tm) exam.
Course: FIN340 Title: Insurance Planning Credits: 3
  This course will provide a basic introduction to the field of insurance as well as the place of various insurance products within the financial planning process. Students will examine the professional, ethical, regulatory and technical aspects of a number of insurance products and place the knowledge in a relevant financial planning context through various course requirements including a sample plan. Although students with other objectives may also benefit from the course, it is frequently taken as one of the seven prerequisite requirements for those who wish to sit for the CERTIFIED FINANCIAL PLANNER(tm) exam.
Course: FIN350 Title: Investment Planning Credits: 3
  Investment Planning will expose the student to security analysis and portfolio management, with a focus on investments within the context of comprehensive financial planning. Concepts of risk and reward, investment selection criteria, client objectives and current views in economics such as behavioral finance and efficient market hypothesis will be addressed. Although potentially useful for students with other objectives, the course if one of seven prerequisite classes required to sit for the CERTIFIED FINANCIAL PLANNER(tm) exam.
Course: FIN355 Title: Income Tax Planning Credits: 3
  This course introduces students to the basic principles and laws of income taxation for individuals, employees, and business owners. Topics include income tax calculations for individuals and businesses, compliance and accounting methods, taxation of trusts and estates, basis, depreciation, sale of assets, alternative minimum tax, charitable contributions, and tax management.
Course: FIN360 Title: Retirement Planning Credits: 3
  This course is designed to provide students with knowledge of both public and private retirement plans. The public plans include Social Security, while the private plans include defined benefit and defined contribution plans and their regulatory provisions. The specifics of the various plans are analyzed as well as non-qualified deferred compensation plans. Finally, issues that individuals face in retirement, such as life-styles choices, are discussed.
Course: FIN361 Title: Estate Planning I Credits: 3
  This course provides an introduction to Estate Planning. It focuses on purpose, documentation and process required to create an estate plan that is consistent with the client's goals and objectives. The course is designed to give students a practical understanding of the Federal Estate and Gift tax code. It covers topics such as property titling, the probate process, forecasting the estate settlement cost and gifting strategies. Students will be exposed to the financial and non-financial aspects of the planning process that takes place before the actual wealth and asset distribution discussed in the Estate Planning II. The course also emphasizes legal, tax and liquidity issues that a CFP professional needs to address with the client in other to create an effective estate plan.
Course: FIN366 Title: Estate Planning II Credits: 3
  At the completion of Estate Planning module II students are expected have a good understanding of the Estate, Gift and Generation Skipping tax consequences of property transfers and how to structure them.
Course: FIN499 Title: Financial Planning Capstone Credits: 3
  This course integrates the academic coursework contained in the six core areas of the financial planning process with actual practice management, this course serves as the capstone for the financial planning concentration by introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The purpose of the course is to require the financial planning student to demonstrate the ability to integrate and apply his or her knowledge of financial planning topics. The case-study class structure differs from the traditional lecture class structure in that students must take a more active role in the learning process. Students will complete a number of segmented financial planning cases related to fundamentals, insurance, investing, taxation, retirement planning and employee benefits, and estate planning topics covered in the individual core courses. Students will develop both basic and complex comprehensive financial plans by following the CFP Boa
Course: LAW220 Title: Business Law I Credits: 3
  This course is designed to provide the student with a basic understanding of the law that affects business operations including the topics of torts, contracts, commercial paper, and sales. New developments that affect the legal environment of business are presented from all three sources of law: statutes, regulations, and case law. The student will gain a thorough understanding of law that governs business and will gain an understanding of how new developments in technology affect business law.
Course: LAW265 Title: Business Law II Credits: 3
  This course is designed to provide the student with an understanding of the law affecting business operations, including the topics of debtor-creditor relationships, business organizations, government regulation, property and its protection, and the international legal environment. New developments on those topics are presented from all three sources of law: statutes, regulations, and case law. This course differs from Business Law I. This course includes more of the specific law that is written for specific business situations. The student will gain an advanced understanding of law governing business: debtor-creditor relationships, business organizations, government regulation, property and its protection, the international legal environment, and other topics. The student's knowledge of business law will increase in areas related to new developments in technology, especially computers and the Internet. In addition, the student will examine important cases, statutes, and regulation
Course: MA215 Title: Business Statistics Credits: 3
  In this course students learn to apply descriptive and inferential statistics to solve business problems. Students perform statistical analysis of samples, compute the measures of location and dispersion, and perform linear and multiple regression and correlation analysis. Other topics include constructing a hypothesis, performing one-way and two-way analysis of variance, and making decisions under risk and uncertainty.
General Education: 27
Course: Title: Credits:
Course: GU101 Title: Student Success Credits: 3
  This course provides students with the foundation of knowledge and skills needed for today's online college environment. Students will explore their own preparedness for online learning through examination and analysis of their own skills, traits, and behaviors. In addition, students will acclimate to the online college environment through specifically-designed activities which provide opportunities to acquire necessary skills, behaviors, and understandings which are essential for academic success.
Course: CO101 Title: Introduction to Public Speaking Credits: 3
  This course provides students with a broad overview of public speaking, including such topics as audience analysis, idea generation and development, speech organization and speech delivery. Topics include how to outline speeches, create effective introductions and conclusions, use appropriate language and control nervousness. In addition, students examine guidelines for and practice delivering informative and persuasive speeches. Students will record themselves delivering speeches, thus they will need to know how to use a webcam and how to upload video files from their devices into the assignment dropbox in the Learning Management System.
Course: CS105 Title: Introduction to Computer Applications Credits: 3
  Students are introduced to basic computer concepts as well as techniques and tools for folder and file navigation and manipulation. Students explore the fundamentals of an office productivity suite, developing skills in word processing, spreadsheet and presentation applications.
Course: EN101 Title: English Composition I Credits: 3
  This course develops written communication skills with emphasis on understanding the writing process, analyzing readings and practicing writing for personal and professional applications.
Course: GP210 Title: American Government I Credits: 3
  This undergraduate course provides an introduction to American government and politics. Topics include the concept of a constitutional democracy, federalism, first amendment rights, equal rights under the law, political culture, political ideology, interest groups, lobbying, and political campaigns and elections.
Course: GS102 Title: Introduction to Life Science Credits: 3
  This course gives the student a broad overview of the following biological processes and topics: the anatomy of the cell, cell division, species diversity, and species classification. This course attempts to relate the subject matter to everyday occurrences.
Course: HU260 Title: Strategies for Decision Making Credits: 3
  This course is about becoming a better thinker in every aspect of your life: in your career, and as a consumer, citizen, friend, parent, and lover. Discover the core skills of effective thinking; then analyze your own thought processes, identify weaknesses, and overcome them. Learn how to translate more effective thinking into better decisions, less frustration, more wealth - and above all, greater confidence to pursue and achieve your most important goals in life.
Course: MA105 Title: College Algebra Credits: 3
  An introductory level course on the fundamental concepts of algebra. Topics include equations, polynomial and rational functions and graphing, and exponential and logarithmic functions.
Course: GU299 Title: General Education Capstone Credits: 3
  GU299 is the capstone course for Grantham University's general education program, and it serves a dual purpose. First, GU299 helps students bridge the gap between the broad-based learning they experience throughout their general education courses and the discipline-specific learning they will engage in as they move closer toward degree completion. By highlighting the specific skills and knowledge they attained through their general studies and working with them to incorporate those skills and that knowledge within their specific academic areas, students will achieve a greater awareness of how knowledge is intertwined, and better recognize how information drawn from one experience can be applied directly toward another, leading them to become more actively engaged, socially-aware citizens of the various communities to which they belong.

*Students are required to complete all general education required courses before enrolling in GU299.