Bachelor of Business Administration in Financial Planning Program By Temple University |Top Universities

Bachelor of Business Administration in Financial Planning

Bachelor of Business Administration in Financial Planning

Temple University

Main Campus, Philadelphia, United States
  • QS World University Rankings
    751-800
  • Degree Other
  • Study Level Bachelors
  • Course Intensity Full Time
  • Start date Jan-2000
This major provides the skills and knowledge to meet the increased demand for financial-planning professionals. Financial planning is about determining how an individual can meet their life goals through the proper management of financial resources. Financial planning encompasses establishing client goals, analyzing clients’ current financial status, developing and presenting recommendations and alternatives to meet the client’s goals and, implementing and monitoring the recommendations and alternatives. Because a financial planner needs to manage their clients overall financial situation, several skills are required. These include: Retirement planning Investment allocation Income tax and estate planning Insurance and employee benefits planning Financial statement preparation and analysis Financial planners are in great demand in the Philadelphia area as well as in the national market. Potential employers include national and regional banks (i.e., Wells Fargo, Bank of America, Citigroup, JPMorgan Chase, etc.), asset managers (i.e., Vanguard, Fidelity, T. Rowe Price, etc.), accounting firms, and independent financial planning businesses and institutions.

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