Financial planning

Study mode:On campus Study type:Full-time Languages: English
Foreign:$ 44.6 k / Year(s) Deadline: Jan 15, 2025
301–350 place StudyQA ranking:5231 Duration:4 years

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The Lerner College’s financial planning major is built on a strong foundation of experiential learning. Financial planning courses utilize the latest software to keep students at the forefront of technology, and financial planning majors have many internship opportunities to work with companies both large and independent.

Lerner College financial planning majors also complete a capstone course, which requires that students create a full financial plan for an individual client. This gives students the complete experience, from start to finish, of providing financial planning services.

The Certified Financial Planning (CFP) Board has accredited the Lerner College’s financial planning program. This means that our graduates have satisfied the CFP education requirements, making them strong candidates for careers in the industry.

FRESHMAN

BUAD110

Basics of Business
ECON101

Microeconomics

ECON103

Macroeconomics

ENGL110

Critical Reading and Writing

MATH221  

Calculus I

 

Social & Behavioral Science Breadths

 

Natural Science/Tech. Breadths w/Lab

  Creat. Arts & Hum. Breadth

SOPHOMORE

ACCT207

Accounting I

ACCT208

Accounting II

COMM212

Oral Comm. in Business

FINC311

Principles of Finance

MATH201

Statistics I

MATH202

Statistics II

MISY160

Bus. Computing

MISY261

Bus. Information Systems

 

Social & Behavioral Science-ECON course

JUNIOR

ACCT352

Bus Law & Soc Issues

BUAD301

Intro. to Marketing

BUAD306

Service & Ops. Mgt

BUAD309

Org. Behavior

FINC314

Investments

FINC320

Principles of Fin. Planning

FINC322

Retirement Planning

MATH230

Finite Math w/Applications

 

Creative Arts & Humanities Breadth

 

Hist. & Cult. Change Breadth

  Foreign Language

SENIOR

ACCT413

Income Tax Accounting

ACCT418

Estate Planning

FINC321

Insurance Planning

FINC425

Fin. Plan Development

 

ACCT, BUAD, ENTR, FINC or MISY elective

 

Creative Arts & Humanities Breadth

 

Hist. & Cult. Change Breadth

 

Foreign Language

 

Second English Writing Requirement

  Elective Courses
  • Apply through the Common Application
  • Secondary School Transcripts
  • TOEFL or IELTS. Submit an official TOEFL or IELTS score. The minimum required TOEFL score is 90 (TOEFLibt) or 570 (paper).  Applicants to the Nursing major must have a minimum TOEFL score of 100 (TOEFLibt) or 600 (paper). An IELTS score of 6.5 or better may be submitted in place of a TOEFL score. The TOEFL code for Delaware is 5811.
  • SAT or ACT. If you are applying for scholarship awards, you must submit SAT or ACT scores.
  • Letter of Recommendation. Submit two letters of recommendation through the Common Application by people familiar with your academic achievements.
  • Essays. Submit an essay responding to the prompt on the Common Application. Remember, a great story can set your application apart.
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