Undergraduate College Catalog

Financial Planning and Wealth Management

Overview

Mission Statement

The Department of Business, Accounting, and Economics fosters a comprehensive world-view in each of our students through an interdisciplinary integration of the liberal arts and business studies. Based on this foundation, it is our mission to pursue excellence in business education and to prepare students for successful professional careers, graduate studies, and a lifetime of learning, service, and personal growth.

Broad-based Goals

In order to accomplish its mission, the Department of Business, Accounting, and Economics pursues a set of broad-based goals. They are as follows:

  • to promote a dynamic environment of academic excellence that emphasizes student learning in all programs of study
  • to enhance operational effectiveness and measure excellence in business education through comprehensive programs of outcomes assessment and continuous improvement that are fully integrated with strategic planning
  • to engage in continuing curricular review and development
  • to develop ethical leaders who excel in a variety of organizational environments through contributions to the personal and professional development of students
  • to promote and engage in a variety of faculty development activities
  • to provide significant opportunities for international study, experiential education, and co- curricular activities
  • to foster a stimulating and effective learning and teaching environment for all students and faculty
  • to establish and sustain internal and external collaborative educational relationships and partnerships
  • to enhance visibility, reputation, and service presence by developing and sustaining community, regional, state, national, and international outreach initiatives

Assessment

The Department of Business, Accounting, and Economics affirms the importance of continual and comprehensive assessment of student learning outcomes in all of its programs as a method of measuring excellence in business education. Consequently, the department is committed to the use of outcomes assessment results as a means to achieve its stated purposes and educational goals and to improve student academic and personal achievement. Therefore, all students who pursue majors offered by the department will be required to participate in its ongoing outcomes assessment program, which includes a national standardized test in business.

A grade of C- or above must be earned in all courses that are required in a major or a minor.

Accreditation

University of Jamestown is accredited by the Higher Learning Commission.

Study Abroad Opportunities

The Department of Business, Accounting, and Economics currently offers students the following opportunities for international study:

  1. In cooperation with the Presbyterian Church (USA), the British Council, and the Department for Employment and Learning in Northern Ireland, the department participates in the Irish/American Scholars Program. This program provides students with the opportunity to apply to study for either one semester or a full academic year at one of our partner institutions in Northern Ireland: Queen’s University-Belfast, University of Ulster-Coleraine, University of Ulster, Magee College-Derry, University of Ulster-Jordanstown, University of Ulster-Belfast, or the Belfast Metropolitan College.
  2. University of Jamestown is a member of the International Student Exchange Program (ISEP), which is the world’s largest network of colleges and universities cooperating to provide international educational experiences for their students. Through the ISEP network, students have access to affordable, high-quality study abroad programs in any discipline, including business, economics, and accounting. The reciprocal exchange program is designed so that students pay all of their normal fees, including tuition and room and board, to University of Jamestown and then study abroad for a semester, a full academic year, or a summer. Programs in business, economics, and accounting are available in universities throughout Europe, Asia, Australia, Africa, South America, Central America, and North America.

Requirements

Core Courses – Accounting, Business, Economics

ACCT 201Principles of Accounting I

3

ACCT 202Principles of Accounting II

3

BUSN 315Business Law I

3

BUSN 320Marketing

3

BUSN 321Business Management

3

BUSN 351Financial Management

3

ECON 201Principles of Microeconomics

3

ECON 202Principles of Macroeconomics

3

 

ECON 309Global Financial Markets

3

or

ECON 354Global Competition and Strategy

3

Total Credit Hours:27

Correlative Courses

COMM 220Interpersonal Communication

3

 

CS 140Integrated Software Applications

3

or

CS 240Advanced Office Applications

3

 

MATH 105Applied Business Statistics

3

or

MATH 205Statistics

3

Total Credit Hours:9

Core Courses – Financial Planning and Wealth Management

ACCT 355Income Tax Accounting I

3

BUSN 301Introduction to Financial Planning

1

BUSN 305Insurance Planning

3

BUSN 310Retirement and Benefits Planning

3

BUSN 330Sales and Sales Management

3

BUSN 440Investments

3

BUSN 450Estate Planning

3

BUSN 451Senior Financial Planning Colloquium

3

ECON 110Personal Finance

2

Total Credit Hours:24

Total Credit Hours: 60

Note: Students who pursue the financial planning and wealth management major may not choose a concentration in financial planning as part of a major in business administration.

Plan of Study

Outcomes

  1. Students will demonstrate knowledge of the core areas of financial planning
  2. Students will demonstrate knowledge of the ethical responsibilities of business and apply them to financial planning decisions
  3. Students will demonstrate effective communication skills
  4. Students will demonstrate the ability to think critically by integrating the areas of wealth management in the development of a comprehensive financial plan
  5. Students will demonstrate knowledge of the legal, social, and economic environment of business
  6. Students will demonstrate the ability to analyze data

A grade of C- or above must be earned in all courses that are required in a major or a minor.