Financial Planning
This specialization teaches students how to plan, manage, and guide financial decisions that support long-term financial success.
- Bachelor of Business Administration
- Online
- Huntsville
- Online
- Face to Face
4.5 Years
Financial planning, specialization
The Financial Planning Specialization is designed to prepare students to guide individuals and families in making informed financial decisions that support long-term stability and wealth-building. This program offers a comprehensive curriculum focused on personal financial planning, investments, retirement and estate planning, risk management, and ethical standards within the financial services industry.
Students develop a strong analytical foundation while also strengthening the communication and interpersonal skills essential for client-centered financial planning. Through applied coursework, real-world scenarios, and case-based learning, students learn how to assess financial goals, evaluate risk tolerance, analyze financial data, and design integrated financial strategies tailored to diverse client needs.
The program emphasizes ethical decision-making, regulatory awareness, and professional responsibility, ensuring graduates are prepared to navigate the complexities of the financial planning profession. Upon completion, students are equipped for careers in financial planning, wealth management, financial advising, and related roles within banks, investment firms, insurance companies, and advisory organizations.
What You’ll Learn?
Build a strong foundation in personal finance, investments, retirement planning, risk management, and ethical decision-making.
Who This Specialization Is For?
Designed for students interested in helping individuals and families achieve long-term financial security through planning and advisory roles.
Career & Outcome-Oriented
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Real-World Application
Apply financial planning concepts through case studies, scenarios, and practical coursework.
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Client-Centered Skill Develop
Build the communication and analytical skills needed to create customized financial plans and guide client decision-making.
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Strong Foundation for Growth
Develop a solid academic base that supports long-term career advancement in the financial planning profession.
Find Your Future Career
Financial Planner
Financial Advisor
Wealth Management Associate
Investment Advisor
Personal Financial Consultant
Retirement Planning Specialist
Insurance & Risk Management Advisor
Expert Faculty to Advise You
Our faculty are dedicated educators and mentors committed to supporting student learning, growth, and career readiness.
Become a Bearkat
Ready to learn how SHSU can help you or to start your application today? Our Admissions team is here to help. Call 936-339-0148