The world of personal finance is changing rapidly. Driving the change are baby boomers, who are not only retiring in record numbers but also living longer and shifting from pensions to personal investments. Couple that with rising retirement in the finance industry and the result is unprecedented demand for a new breed of financial planners.
SNHU's CFP Board-registered online BS in Finance with a concentration in Financial Planning prepares students for a rewarding career, guiding people toward the achievement of their personal financial goals. Graduates will receive required foundational knowledge in the main areas of financial planning including investments, retirement and estate planning, risk management and taxes. Earn a degree from an online program that:
Earn a degree that will prepare you to enter a valuable, growing industry.
SNHU's financial planning program is ideal for individuals with a solid mix of interpersonal and analytical skills, who are strong communicators and have the desire to help clients make thoughtful choices and navigate life's most important financial decisions.
You'll use industry-leading trading simulation software (TD Ameritrade U) to develop those skills and advise clients on their financial goals, applying your knowledge of tax and investment strategies, securities, insurance, pension plans and real estate.
As a private, nonprofit university, SNHU has one mission - to help you see yourself succeed. The benefits of earning your finance degree at SNHU include:
According to the Bureau of Labor Statistics, employment of personal financial advisors is projected to grow 30 percent through 2024*, putting job demand well ahead of the national average. Whether you're looking to enter the field or change careers, SNHU's online financial planning degree will prepare you to pursue a wide range of jobs in finance, insurance, business and banking.
Potential job titles include:
*Job market data from the U.S. Bureau of Labor Statistics Occupational Outlook Handbook is intended to provide insight on occupational opportunities and is not to be construed as a guarantee of salary or job title. SNHU cannot guarantee employment.
The online financial planning program will give you a foundation in finance with an added focus in financial advising and planning. Coursework will prepare you to assess clients' assets, liabilities, cash flow, insurance coverage, tax status and retirement considerations, while meeting the education coursework requirement for the CFP® certification exam. Following completion of this highly interactive and forward-thinking program, you’ll be equipped to advise clients through a wide range of financial services, including investments, insurance, mortgages, college savings, estate planning, taxes and retirement.
A detailed presentation is made of the theory and practice applicable to the preparation of federal income tax returns for individuals.
Explore the comprehensive financial planning process and develop financial knowledge to assist in collecting client data for the decision-making process used to make informed client recommendations. Analyze various client scenarios to determine and effectively communicate individualized recommendations covering various topics on the financial planning spectrum.
Examine strategies to mitigate financial risk through risk management techniques to protect income, assets and financial plans. Differentiate between insurance types and products and be able to conduct an insurance needs analysis to make informed client recommendations.
Examine estate planning techniques used to optimize an estate's value and to ensure a seamless transition of assets upon an individual's death. Explore appropriate questions to ask in order to collect the information needed for evaluation of, and recommended changes to, the estate plan. Students familiarize themselves with the different parties involved in an estate plan.
Demonstrate ability in the role of financial planner to synthesize and apply financial planning knowledge and skills through developing a financial plan. Expertise and skills required include conduct and regulation, general principles and regulation, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning to develop a comprehensive financial plan.
Financial Accounting establishes the rules and regulations for preparing accounting information used by internal and external sources to evaluate the financial health of an organization. This course will develop the student's ability to interpret financial accounting information, to communicate this information and to understand the accounting system that produces this information.
Managerial Accounting will explore the financial impact of alternative business decisions and the financial benefits of new business practices. After completing this course, the student will understand how accounting and other productivity information can be used to assess the past and improve the future performance of a business by giving managers essential information they need to make more informed decisions.
The background, foundation and ethical aspects of the United States' legal system are examined. Torts, product liability, criminal law, contracts, sales, business organizations, and agency and cyber law also are explored.
This course is designed to survey the corporate finance discipline, examine the financial management of corporations and help students develop the skills needed to make decisions about financing, investments and dividends. Students also will be introduced to money, capital markets and institutions.
This course is the foundation for business in a global context with an emphasis on applications. It offers a survey of fundamentals and principles of management in the context of globally oriented firms and primarily presents an assessment of the differences between business in domestic and international context. The course explores fundamental issues in business in an increasingly interdependent world; including management principles and techniques in a global context. Themes constituting fundamentals of international business such as economic, political, cultural and social environment of business; organizations that facilitate international business and organizational structures; trade theory; government influence on trade; international business modalities and entry strategies into foreign markets, global financial system as well as the emerging issues related to international business; are also explored.
This course provides students with the necessary level of information technology education relative to understanding the uses and roles of information systems in business organizations. Students receive instruction on the information concepts and methodologies associated with the development of business information systems, and their effective application to the solution of business problems. Students learn the major issues of managing information technology in the contemporary business environment and the relationship between organizations' structures and information technology. Team approaches are utilized along with structured computer laboratories and cases using spreadsheet and database management tools. Writing intensive course.
This course examines the organization's functions for creating, communicating, and delivering value to customers. These functions, designed to meet customers' needs and organizational goals, include marketing research, environmental monitoring, target market selection, product selection, promotion, distribution and pricing.
The human relations skills that managers need to develop interaction skills that contribute directly to effective human resource management and the development of higher productivity are studied. Skill areas include leadership, motivation, communications, group dynamics, organizational development, management by objectives, and stress and time management. Students learn techniques for becoming more effective managers, subordinates, peers and persons. Students are introduced to the international aspects of human relations.
Business School Capstone Course. This interdisciplinary approach to the study of the process of strategic management includes strategic analysis planning, implementation, evaluation and control from the perspective of top management in profit-making U.S. and international corporations, and public and non-profit organizations. Text and case studies are used extensively. Writing and team intensive course. Experience with Microsoft Office or equivalent is required.
This course introduces the importance of strategic analysis through the use of financial statements, the purpose of which is to assess the overall performance, effectiveness, and efficiency of the organization. Students in this course will learn the use, interpretation, and purpose of financial reports-including the balance sheet, cash flow statement, income statement, and statements of retained earnings-using practical strategies that will aid in decision-making.
This course focuses on the topics of corporate finance with the intent to extend and further develop the long-term investment and financing topics introduced in either the Principles or Foundations of Finance. The course addresses issues that face modern corporate managers when making capital budgeting and capital structure decisions, and focuses on applied managerial decision-making. Corporate Finance is designed for students seeking a more thorough understanding of the economic analysis of strategic and tactical investments, the effect financial leverage has on firm value, and the integration of investment and financial corporate strategies. Topics addressed include advanced techniques in capital budgeting, firm valuation, capital structure, firm/division cost of capital, and quantitative risk assessment. Writing intensive course.
This course examines the nature of global financial markets, reviewing macroeconomic considerations. The role of financial intermediaries in relation to the stock, bond, and mutual fund markets and exchanges are examined. An introduction to regulatory authorities will begin to demonstrate the financial market system. Topics include investments, risk management, risk over return, stock markets, and mutual funds.
This course emphasizes aspects of financial planning for corporations with overseas operations. The sources and uses of corporate funds abroad are evaluated and criteria for choosing among alternative foreign investments are analyzed. The effects of international corporate financial planning, including such factors as the characteristics of foreign money and capital markets, international financial institutions, exchange rate changes, currency restrictions, tax regulations and accounting practices, are examined.
This course introduces and examines various investment vehicles, including stocks, bonds, mutual funds and commodities. This course emphasizes the decision-making process that underlies all investment decisions.
This course emphasizes the important roles of regulations and ethics to make financial decisions that support the organization's overall strategic goals. Students in this course will explore applicable regulations and ethical considerations in support of fiduciary responsibilities, reviewing securities regulations, GAAP, SoX, and international reporting standards. The curriculum foundation is grounded on corporate social responsibility and business sustainability through the application of regulations and ethics.
This course provides an overview of real-world considerations of personal and business wealth management that include personal finance, real-estate management, career planning, budgeting, and tax management. Students will explore investment theory, risk, and asset allocation strategies.
This capstone course is the culminating experience for the B.S. in Finance program. The aim of the capstone is to assess students' ability to synthesize and integrate the knowledge and skills they have developed throughout their coursework, rather than introducing new concepts. This course is structured to support student success in fulfilling program requirements.
Students select 9 credit hours in FIN or ECO courses with minimum 6 credits at the 300 to 400- level
Undergraduate students with a cumulative GPA of a 2.75 or greater who wish to take graduate classes as electives to complete their remaining undergraduate requirements may do so only if they have earned a minimum of 90 credits and completed all of their major requirements, including the capstone. Students must receive a B or better to receive credit in their graduate program. Students must apply through their academic advisor to enroll. The acceptable graduate classes are: FIN-550 Corporate Financial Management and INT-620 Global Corporate Finance
Tuition rates for SNHU's online degree programs are among the lowest in the nation. We offer financial aid packages to those who qualify, plus a 30 percent tuition discount for U.S. service members, both full and part time, and the spouses of those on active duty.
*Tuition Rates are subject to change and are reviewed Annually.
No Application Fee, $150 Graduation Fee, Course Materials ($ varies by course)
Southern New Hampshire University is a private, nonprofit institution accredited by the New England Association of Schools and Colleges as well as several other accrediting bodies. More...
This program is accredited by NEASC, but not currently accredited by ACBSP. It may be ACBSP accredited when it is eligible.