Page 7 - SBL Division of Business Fact Sheets
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BACHELOR OF SCIENCE
Financial Planning
B.S. Business Administration
Duration 4 years Program Highlights
Format In-Seat
• This program is registered with the CFP(R) (Certified
Location Charleston Financial Planner) Board and prepares students to sit
for the CFP certification examination.
• Students will learn to effectively gather and analyze
Program Overview client data to design financial plans to help clients
meet life goals
This major will prepare graduates for positions
• Program is geared for careers in financial planning
within the financial services industry, business and advising, as well as financial analysts, financial
administration and leadership, as well as to managers, consultants, and a variety of jobs in the
become a trusted financial advisor. Students banking industry
will acquire a highly marketable skill set involving
theory-based financial knowledge, strong Program Outcomes
analytical tools and the ability to calculate and
• Qualified financial planning jobs are expected to
to apply critical finance-related reasoning from increase with the number of investors seeking
the strategic perspective. With an emphasis professional advice also expected to increase in the
on effective communication, critical thinking next decade
and decision making, the program will also build • Career potential includes registered investment
advisers, accounting and tax registered investment
students’ confidence and interpersonal skills, to
advisors, banking, credit unions, trust companies,
make them an effective communicator. discount brokerage companies, wirehouse brokerages,
life & disability insurance companies, property and
casualty insurance companies, independent broker/
dealers, government, academia/research
PROGRAM CONTACT
Jacob Tenney, Ph.D., CFP®
Assistant Professor and Director of Financial Planning Note: Students receive a Bachelor of Science in Business Administration,
with a major in Financial Planning
jacobtenney@ucwv.edu | 304-357-4865
More Information
Mor e In f orma tion
800-995-4682 | admissions@ucwv.edu
800-995-4682 | admissions@ucwv .edu
Students must gain general admission to the University of Charleston www.ucwv.edu
