Financial Planning

Learning Format

On-Campus

Types

Concentration
Financial Planning

Help Others Build a Better Future—And Secure Your Own

The Financial Planning Concentration is part of the Finance major.

Are you the kind of person who likes to plan ahead, solve problems, and make smart decisions? Do you want a career that combines people skills with financial expertise? In our Financial Planning program, you’ll gain the knowledge and credentials to help individuals and families make confident financial choices—while building a successful, meaningful career of your own.

Learn the skills necessary to assist clients in financially preparing for their future as an independent financial advisor or for a money management firm. The concentration is approved by the Certified Financial Planner (CFP) Board.

You'll dive into topics like investments, retirement planning, tax strategies, risk management, and estate planning, all while developing strong ethical and interpersonal skills. 

Through hands-on coursework, case studies, and internships, you’ll learn how to create real-world financial plans—and make a real impact in people’s lives. Whether you want to work independently, join a financial firm, or support employees through workplace planning programs, this degree prepares you to lead with both confidence and compassion. Upon completion of the major and concentration requirements, students are eligible to take the CFP® Exam administered by the CFP Board, which is an integral part of the prestigious CFP® certification process.

Finance 

Program Requirements

Program Requirements

The Financial Planning Concentration is part of the Finance major. The purpose of this program is to provide a strong educational basis for persons desiring careers in the field of personal financial planning. This program is registered with the Certified Financial Planner (CFP) Board of Standards. Students who complete your baccalaureate-level registered program qualify for a $200 discount off exam registration if they register for the exam within 6 months of completing the program.

The General Education Requirement 
All students must satisfy a general education requirement consisting of eleven (11) courses outside of the major department. The General Education Domain III-C (Global Competency, Ethical Reasoning, and/or Human Diversity) requirement is satisfied through the completion of major in Finance.

Course Prerequisites 
Courses may have specified conditions for enrollment, such as prior completion of less advanced courses, permission of the instructor, or appropriate placement test scores. Students should refer to course descriptions in the department listings for prerequisite requirements.

 

  • ACCT 220 Introduction to Financial Accounting
  • ACCT 221 Introduction to Managerial Accounting
  • BUIS 200 Introduction to Business Systems
  • ECON 101 Principles of Macroeconomics
  • ECON 102 Principles of Microeconomics
  • FINA 248 Managerial Finance
  • MATH 123 College Algebra
  • MGMT 215 Legal Environment of Business
  • MGMT 280 Organizational Behavior
  • MGMT 372 Operations Management
  • MRKT 181 Marketing Principles
  • QUAN 201 Quantitative Modeling for Business and Economics
  • QUAN 202 Statistical Analysis for Business and Economics

Four (4) Concentration Core Required courses:

  • ECON 320 Financial Markets and the Monetary System
  • ECON 414 International Finance
  • FINA 431 Corporate Finance
  • FINA 445 Investments
  • FINA 480 Senior Finance Seminar

Plus choose three (3) elective courses from:

  • ACCT 303 Accounting Information Systems
  • ACCT 321 Intermediate Accounting I
  • ECON 301 Intermediate Macroeconomics Theory
  • FINA 300 Fundamentals of Financial Planning and Insurance
  • FINA 321 Retirement and Estate Planning
  • FINA 420 Financial Theory and Modeling

Meet our Faculty

Photo of Rongbing Liu, Ph.D.

Rongbing Liu, Ph.D.

Associate Professor, Accounting, Economics & Finance
508-215-5027
rliu3@framingham.edu
Crocker Hall 107
Photo of Honggang (Hugh) Qiu, Ph.D.

Honggang (Hugh) Qiu, Ph.D.

Assistant Professor, Accounting, Economics & Finance
(508) 215-5028
hqiu@framingham.edu
Crocker Hall 111
Photo of Sae Young Yoon

Sae Young Yoon, Ph.D.

Assistant Professor, Accounting, Economics & Finance
(508) 626-5426
syoungyoon@framingham.edu
Crocker Hall 214
Photo of Laura Lamontagne, Ph.D.

Laura Lamontagne, Ph.D.

Chair and Professor, Accounting, Economics & Finance
508-626-4889
llamontagne@framingham.edu
Crocker Hall 112
View All

Learn More

If the Financial Planning major sounds like a good fit but you would like to learn more, contact Admissions at admissions [at] framingham.edu (admissions[at]framingham[dot]edu) or 508-626-4500.

 Apply 

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