About Financial Planning at CSUSB
The demand for financial planners is growing, and CSUSB’s B.A. in administration with a concentration in financial planning prepares you to meet it. You’ll build skills in leadership, management and marketing while diving into courses like risk management, retirement and tax planning, and investment analysis. This hands-on approach gives you the tools to succeed as a financial analyst — or any career in financial planning.
Careers in Financial Planning
Graduates of the bachelor of arts in Administration with a concentration in financial planning are prepared for rewarding careers helping individuals and organizations achieve their financial goals. Many go on to work as financial advisors, brokers, bankers, security traders, financial analysts, wealth managers or retirement planners — either with major firms and banks or as independent consultants.
The demand for personalized financial guidance continues to grow, creating strong job prospects and opportunities for advancement. Experienced professionals with certifications such as the CFP (Certified Financial Planner) designation often enjoy high earning potential and long-term career success.
Sample Courses
Finance I
Examine the role of finance in business decision-making—analyzing financial statements, projecting growth, valuing investments, and applying capital budgeting techniques to real-world cash flows.
Finance II
Explore key financial concepts and strategies, from risk and return to capital structure, cost of capital, and the efficient market hypothesis. You’ll also dive into dividend policy, liquidity management, options, mergers, and career pathways in finance.
Financial Planning Process and the Psychology of Financial Planning
Explore key financial planning concepts—like cash flow, financial statements, and time value of money—while exploring the psychology behind client decision-making, including communication strategies, values, and behavioral finance.
Meet Student Alyssa Smith
Opportunities for Students
As a student in the B.A. in financial planning program, you’ll have access to exclusive networking events designed to connect you directly with employers. Each year, CSUSB hosts Meet the Firms and Meet the Government events during the fall and spring semesters, giving you the chance to build professional relationships, learn from industry leaders, and even secure internships or job offers before graduation.
Similar to Financial Planning
With more than 50 undergraduate degress at CSUSB, we offer a variety of programs that reflect the Coyotes' passion for learning. Check out where your curiosity will take you at CSUSB.