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Girard School of Business

Financial Planning

Meet Your Major: Financial Planning

By concentrating in financial planning, you’ll develop the foundational skills and knowledge required to help individuals and corporations meet their short- and long-term financial objectives.

In this focused academic concentration, you’ll explore topics related to investments, taxes, debt management, income planning and retirement savings as well as learn how to develop a holistic plan for achieving financial stability.

What You’ll Learn

By concentrating in financial planning, you will:

  • Analyze financial statements and investment portfolios.
  • Explore strategies for increasing income, reducing debt and meeting individual financial goals.
  • Deepen your understanding of global markets and economic conditions.
  • Hone your investment skills by making use of Merrimack’s Mucci Capital Markets Lab, which houses 19 Bloomberg terminals.

Hands-on Learning

You’ll have the opportunity to take part in a semester-long Financial Coaching course through the Financial Capability Center. It’s your chance to gain firsthand experience working with clients from the local community on setting and reaching financial goals.

Career Options

After completing the concentration in financial planning, you’ll be prepared for a career in finance or as an independent financial planner. Potential employers may include:

  • Financial planning and advisory firms
  • Securities and commodity brokerage firms
  • Small entrepreneurial enterprises

What You’ll Take

All business administration majors must satisfy the college’s general education requirements and the following business requirements*:

BUS 1100

Introduction to Business

BUS 2203

Accounting for Business

BUS 2205

Principles of Marketing

BUS 2210

Management Information Systems

BUS 2213

Business Statistics

BUS 2215

Managerial Finance

BUS 2220

Operations Management

BUS 4402W

Strategic Analysis and Decision-Making

* ECO1201 and MTH1003 or MTH1115 are pre-requisite courses that must be completed by all business administration majors.

In addition to the core courses in business administration, listed above, financial planning majors must also complete the following six courses:

Required: Complete All Four

FIN 3315

Corporate Finance

FIN 3325


FIN 4435

Financial Planning I

FIN 4436

Financial Planning II

Electives: Choose Two

FIN 3500

Fieldwork in Financial Coaching

FIN 4406

International Finance

FIN 4443

Portfolio Analysis

FIN 4900

Special Topics in Finance: Money and Banking

ACC 3303

Intermediate Accounting I

MKT 3315

Marketing of Services