Prepare to Become a CFP® Professional with an online Financial Planning Degree
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 Bachelor of Science 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:
- Meets educational requirements to sit for the CFP® exam
- Provides real-world learning through industry-leading trading simulation software
- Examines financial markets, wealth management, and financial regulation and ethics
- Incorporates the leading industry standards to help you gain the expertise you need to guide clients through key investment and financial decisions
Earn a degree that will prepare you to enter a valuable, growing industry.
See Yourself Succeed in Financial Planning
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:
- Affordability. Take advantage of some of the most affordable tuition rates in the nation
- Convenience. Attend class when it's convenient for you - online education means 24/7 access
- Efficiency and flexibility. Complete your undergraduate degree at your own pace, over six 8-week terms per year
- Expert instruction. Learn from instructors with relevant, real-world experience
- Networking. Tap into our nationwide network of alumni for internship and career opportunities
- Simple application process. Just fill out an online undergraduate application, and we'll retrieve U.S. transcripts from your previous institutions and automatically complete an official credit evaluation. Plus, there's no application fee
- Student support. Count on the ongoing support of dedicated academic and career advisors specialized in your area of study
- Transfer-friendly enrollment. Transfer up to 90 credits toward an undergraduate degree
According to the Bureau of Labor Statistics, employment of personal financial advisors is projected to grow 14% through 2026, putting job demand ahead of the national average.* Whether you're looking to enter the field or change careers, SNHU's online financial planning degree can prepare you to pursue a wide range of jobs in finance, insurance, business and banking.
Potential job titles include:
- Financial planner
- CERTIFIED FINANCIAL PLANNER™
- Personal financial advisor
- Financial analyst
- Financial manager
- Budget analysts
- Securities, commodities and financial services agent
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 also be equipped - after securing proper licensure - to advise clients through a wide range of financial services, including investments, insurance, mortgages, college savings, estate planning, taxes and retirement.
Courses To Prepare You For Your Career
SNHU's bachelor's in financial planning program includes:
- General education
- Business core
- Degree-specific courses
General Education Program
Our programs are designed to equip you with the skills and insights you need to move forward. In recent years, employers have stressed the need for graduates with higher order skills - the skills that go beyond technical knowledge - such as:
- Problem solving
All undergraduate students are required to take general education classes. Through foundation, exploration and integration courses, students learn to think critically, creatively and collaboratively, giving you the edge employers are looking for.
Revised for fall 2020, our undergraduate business programs contain 10 cutting-edge business courses. These core courses are designed to help prepare you for success wherever you go.
|View Full Curriculum in the Catalog|
|BS in Finance - Financial Planning|
|Courses May Include|
|BS in Finance Financial Planning Online|
|ACC 201||Financial Accounting||Students will learn the steps of the accounting cycle and how to prepare financial statements in accordance with industry established rules and regulations. Students will develop skills needed to analyze financial accounting information, communicate this information to stakeholders, and understand the accounting procedures that produce this information.|
|ACC 202||Managerial Accounting||Students will explore the financial impact of short-term and long-term business decisions. By learning how accounting and other productivity information can be used to assess and improve performance of an organization, managers will be provided the essential information they need to execute growth strategies and select opportunities that create business value.|
|ACC 330||Federal Taxation I||Learn about current US tax laws and the Internal Revenue Code (IRC), as well as the relevant source documents, associated with federal tax returns for individuals. Apply the appropriate tax laws as required by law in relation to the specific circumstances and tax liabilities of individuals. Prepare federal tax returns and communicate various tax return information to individuals|
|BUS 206||Business Law I||Students will examine the background, foundation, and ethical aspects of the United States' legal system as it applies to business organizations. Students will also learn the impact of torts, product liability, criminal law, contracts, sales, business organizations, and agency and cyber law in a business setting.|
|FIN 320||Principles of Finance||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.|
|FIN 325||Financial Statements and Reporting Analysis||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.|
|FIN 350||Advanced Personal Financial Planning||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.|
|FIN 355||Risk Management and Insurance Planning||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.|
|FIN 460||Estate Planning and Taxation||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.|
|FIN 485||Financial Plan Development||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.|
|INT 113||Introduction to International Business||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.|
|IT 210||Business Systems Analysis and Design||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.|
|MKT 113||Introduction to Marketing||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.|
|OL 125||Human Relations in Administration||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.|
|OL 421||Strategic Management and Policy (Capstone)||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.|
|Total Credits: 120|
Tuition & Fees
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% tuition discount for U.S. service members, both full and part time, and the spouses of those on active duty.
|Online Undergraduate Programs||Per Course||Per Credit Hour||Annual Cost for 30 credits|
(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)
SNHU has provided additional information for programs that educationally prepare students for professional licensure or certification. Learn more about what that means for your program on our licensure and certification disclosure page.
Southern New Hampshire University is a private, nonprofit institution accredited by the New England Commission of Higher Education (NECHE) as well as several other accrediting bodies.