Financial Services - Bachelor of Business Administration

Here’s what sets the Berkeley Financial Services program apart:

• You’ll build a solid business core with an emphasis on corporate and personal financial planning
• Integrated courses cover concepts, basic theories, and fundamental practices in business, accounting, economics, finance, management, and marketing
• You’ll get hands-on instruction from instructors chosen for academic excellence as well as relevant professional experience
• The baccalaureate program offers courses required by the CFP Board of Standards, Inc.™
• You’ll gain insights into investment and securities management with an emphasis on current trends
• You’ll master the software used by financial service professionals
• You may have the opportunity to participate in an internship or job-related assignment for a valuable learning experience
• You can seamlessly transition between Associate’s and Bachelor’s degree programs

Graduates of the Financial Services program pursue positions in:

• Banking
• Enterprise Management
• Financial Analyst
• Financial Planner
• Insurance

Sample Course Sequence

First Semester

• MGT2220 Principles of Management 3
• CIS1115 Computer Applications 3
• SOC2231 Human Relations 3
• SOC1123 First Year Experience 3
• ENG1105 Writing and Research 3

Second Semester

• FIN2230 Personal Finance 3
• ACC1111 Financial Accounting I 3
• HUM222 Introduction To Ethics 3
• ENG2205 Writing Through Literature 3
• Business Elective 3

Third Semester

• ACC1112 Financial Accounting II 3
• FIN2200 Introduction to Financial Services 3
• MAT2212 Quantitative Methods 3
• ECO2200 Principles of Economics 3
• MKT2220 Principles of Marketing 3

Fourth Semester

• BUS2231 Business Law I 3
• MAT2215 Statistics I 3
• ECO2201 Applied Macroeconomics 3
• IBS2201 International Business 3
• Free Elective 3

Fifth Semester

• FIN3302 Corporate Finance 3
• CIS2201 Advanced Spreadsheets 3
• ENG3316 The Confident Writer 3
• FIN4400 Tax Planning 3
• Science Elective 3

Sixth Semester

• FIN3315 Investment Planning 3
• FIN4416 Advanced Corporate Finance 3
• ENG2215 Public Speaking 3
• Humanities Elective 3
• Free Elective 3

Seventh Semester

• Financial Services Electives 6
• Social Science Elective 3
• Liberal Arts Elective 3
• Free Elective 3

Eighth Semester

• FIN4425 Contemporary Issues in Financial Services 3
• Free Electives 9
• Business Elective 3

120 semester credits required for graduation

Students planning to take the CFP Examination must take the following courses:

• FIN2230 Personal Finance 3
• FIN3310 Insurance Planning 3
• FIN3315 Investment Planning 3
• FIN4400 Tax Planning 3
• FIN4411 Retirement and Estate Planning 3
• FIN4420 Comprehensive Financial Planning 3

NOTE: 12 credits of Liberal Arts Electives must be at the 3000/4000 level. 6 credits of Financial Services Electives must be at the 3000/4000 level.

Other Financial Services electives:

• FIN3319 Money and Banking 3
• ECO4401 International Economics 3
• FIN4421 Financial Statement Analysis 3