The Certified Financial Planner (CFP) track focuses on working directly with individuals, helping them to plan for and meet their short- and long-term financial goals. Students must learn to fully understand the client’s financial situation as well as financial laws and legal documents. Investment types commonly dealt with include investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning.

CAREER OPPORTUNITIES

The demand for qualified personal financial planners is growing rapidly. This demand is due in part to the many Americans who are reaching retirement age in need of personal financial planning expertise. A good financial planner understands investments, taxes, estate planning issues, and how to talk and listen to people. They work in financial services, banks, wealth management companies and independently as entrepreneurs in the field.  YSU students who have successfully completed all requirements of BS in Finance CFP Track satisfy the education coursework requirement of the CFP Board and are eligible to sit for The CFP® Certification Examination.  

All business majors are strongly encouraged to complete internships. Internships are career-related work experiences that enable students to apply their knowledge and skills in an organizational setting. In the WCBA, internships that are approved for academic credit must be paid. Completing a career-related internship increases a student's job opportunities upon graduation.   

STUDENT EXPERIENCES

Finance students at Youngstown State University have the opportunity to build their knowledge and leadership skills through a variety of WCBA student organizations, including the Student Investment Fund.

COURSE TITLE S.H.
FIRST YEAR REQUIREMENT -STUDENT SUCCESS SEMINAR
YSU 1500Success Seminar1-2
or SS 1500 Strong Start Success Seminar
or HONR 1500 Intro to Honors
GENERAL EDUCATION
ENGL 1550Writing 13-4
or ENGL 1549 Writing 1 with Support
ENGL 1551Writing 23
CMST 1545Communication Foundations3
Mathematics requirement Met through MATH 1552 (See Business Tool)
Arts and Humanities (1 course) 3 SH met through PHIL 26283
PHIL 2628Business Ethics (required for major)3
Natural Sciences (2 courses, 1 with lab) 7
Social Science (2 courses) Met through ECON 2610 and ECON 2630
Social and Personal Awareness (2 courses)6
BUSINESS TOOL COURSES
Business Tool courses must be completed with the grade of a "C" or higher and cannot be taken credit/no credit.
BUS 1500Exploring Business3
MATH 1552Applied Mathematics for Management4
ECON 2610Principles 1: Microeconomics3
ECON 2630Principles 2: Macroeconomics3
MGT 2604Legal Environment of Business 13
ACCT 2602Financial Accounting3
ACCT 2603Managerial Accounting3
ENGL 3742Business Writing3
ECON 3788Statistics for Business and Economics 13
BUS 2600Business Applications of Microsoft Excel3
BUSINESS CORE COURSES
To enroll in upper level business courses a student must be successfully completed with ENGL 1550, ENGL 1551, PHIL 2628, CMST 1545, ALL Business Tool courses and have a minimum 2.5 overall GPA.
Upper level business courses must be completed with the grade of a "C" or higher and cannot be taken credit/no credit.
BUS 3715Principles of International Business3
BUS 3700Business Analytics3
FIN 3720Business Finance3
MKTG 3702Business Professionalism1
MKTG 3703Marketing Concepts and Practice3
MGT 3725Fundamentals of Management3
MGT 3761Management Information Systems3
MGT 3789Operations Management3
MGT 4850Strategic Management and Leadership3
CERTIFIED FINANCIAL PLANNING REQUIRED COURSES
FIN 3715Planning Your Financial Future3
FIN 3726Insurance Planning3
FIN 3730Investment Planning4
FIN 4833Retirement Plans & Employee Benefits4
FIN 4838Financial Plan Development4
ACCT 4813Federal Taxation 14
ACCT 4815Estate Planning3
FINANCE UPPER LEVEL COURSE3
Select 3 SH of upper level Finance courses not included in major.
BUSINESS UPPER LEVEL COURSES 7
Select 7 SH of upper level business courses (ACCT, ADV, BUS, ENT, FIN MGT, MKTG). Students should consider at least one internship for credit.
Total Semester Hours120-122
Plan of Study Grid
Year 1
FallS.H.
YSU 1500
Success Seminar
or Strong Start Success Seminar
or Intro to Honors
1-2
ENGL 1550
Writing 1
or Writing 1 with Support
3-4
BUS 1500 Exploring Business 3
MATH 1552 Applied Mathematics for Management 4
CMST 1545 Communication Foundations 3
 Semester Hours14-16
Spring
ENGL 1551 Writing 2 3
PHIL 2628 Business Ethics 3
ECON 2610 Principles 1: Microeconomics 3
BUS 2600 Business Applications of Microsoft Excel 3
GE: SPA 3
 Semester Hours15
Year 2
Fall
ACCT 2602 Financial Accounting 3
ENGL 3742 Business Writing 3
ECON 2630 Principles 2: Macroeconomics 3
MGT 2604 Legal Environment of Business 1 3
GE: Lab Science 4
 Semester Hours16
Spring
ACCT 2603 Managerial Accounting 3
MKTG 3702 Business Professionalism 1
ECON 3788 Statistics for Business and Economics 1 3
GE: Social and Personal Awareness 3
GE: Natural Science 3
GE: Arts & Humanities 3
 Semester Hours16
Year 3
Fall
FIN 3715 Planning Your Financial Future 3
FIN 3720 Business Finance 3
MKTG 3703 Marketing Concepts and Practice 3
MGT 3725 Fundamentals of Management 3
BUS 3700 Business Analytics 3
 Semester Hours15
Spring
FIN 3726 Insurance Planning (spring term only) 3
BUS 3715 Principles of International Business 3
ACCT 4813 Federal Taxation 1 4
Upper Level FIN Course Internship Recommended 3
 Semester Hours13
Year 4
Fall
ACCT 4815 Estate Planning (fall term only) 3
FIN 4833 Retirement Plans & Employee Benefits (fall term only) 4
Upper Level Business Course 3
MGT 3761 Management Information Systems 3
MGT 3789 Operations Management 3
 Semester Hours16
Spring
FIN 4838 Financial Plan Development (spring term only) 4
MGT 4850 Strategic Management and Leadership 3
FIN 3730 Investment Planning 4
Upper Level Business Course 4
 Semester Hours15
 Total Semester Hours120-122

ENGL 1550, ENGL 1551, Business Tool and upper level business courses (ACCT, ADV, BUS, ENT, FIN, MGT, MKTG) must be completed with the grade of a "C" or higher and cannot be taken credit/no credit.

To enroll in upper level Business courses students must have successfully completed ENGL 1550, ENGL 1551, PHIL 2628, CMST 1545, all Business Tool courses AND have a minimum 2.5 overall GPA.

Learning Outcomes

The student learning outcomes for majors within the Lariccia School of Accounting and Finance are as follows:

  • Students will be able to identify, formulate, and solve discipline-specific problems within the context of business, ethical, and societal constraints;
  • Students will learn to function and communicate (in writing and orally) both individually and within multidisciplinary teams;
  • Students will develop enhanced technology skills by being exposed to assignments requiring advanced computer/spreadsheet knowledge, expanded presentation activity (e.g. PowerPoint  in the oral-intensive courses), and required analysis of financial statements;
  • Students will be given opportunities to work with and be exposed to the business community and professionals through internship opportunities, student organizations, and social functions;
  • Students will obtain an understanding of professional and ethical responsibilities and a recognition of and an appreciation for the need to engage in life-long learning.