BS in Business Administration - Financial Services Major

Although the financial services major is based on many of the same analytical skills and theoretical foundations as the finance major, it is designed specifically to prepare students for careers in one of the segments of the financial services industry: securities, banking, insurance, real estate finance and personal financial planning. It is very common for single firms to own subsidiaries in each of these areas, so it is important for graduates entering these fields to be familiar with all aspects of these important financial sectors. Graduates can look forward to analytical, managerial or sales careers in the financial services industry. Sales careers include insurance and securities sales. Analytical careers include loan and security analysis and personal financial planning. Managerial careers include management in each of the component industries.

Required Upper Division Courses

Goals and Learning Outcomes  

Personal Financial Planning Certificate

The purpose of this program is to provide a strong educational basis for persons desiring careers in the personal financial planning profession. Two categories of students are admitted: Matriculated students who have been admitted to an upper division College of Business Administration major and nonmatriculated students who work in the financial services industry who take classes through the Executive Program. This certificate program is registered with the Certified Financial Planner Board of Standards. Information regarding requirements for the certificate and an application form is available here. Additional information may be obtained by contacting the adviser for the certificate, Dr. Thomas M.D. Warschauer, Department of Finance.

 



 

Financial Planning Programs
San Diego State University
5500 Campanile Drive
San Diego, CA 92182-8236
Telephone: (619) 594-4354
Fax: (619) 594-3272

email: Tom.Warschauer@sdsu.edu

Accredited by AACSB International

 
 

© San Diego State University Last updated: February 20, 2007 11:16 AM
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CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks
owned by Certified Financial Planner Board of Standards, Inc.
SDSU does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® 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.