FINANCIAL SERVICES PROGRAM

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Blue Vertical DividerProgram Description

The Bachelor of Science Degree program in Financial Services seeks to provide a sound educational base for individuals seeking careers in the financial sector, specifically in financial planning.

The career component provides a thorough foundation in accounting, finance, statistics, and law. The financial planning component provides courses in the fundamentals of financial, insurance, investment, tax, retirement and estate planning. This program qualifies the student to sit for the CFP™ Certification Examination.

Computer skills needed by financial professionals are developed in the computer information systems component. The opportunity to apply classroom theory in real business situations is furnished through the field experience component of the program.

In general, the Financial Services program strives to achieve a balance between career-oriented training and a traditional liberal arts education. The courses in the program seek to develop and refine oral and written communication skills, as well as a broad knowledge base in the humanities and the social sciences. The integrative purpose of the courses in the Financial Services curriculum is to produce well-rounded graduates with refined managerial skills and a robust knowledge of economic and financial theory, founded in a comprehensive liberal arts education, who are specifically prepared for a career in the financial services industry.

All Financial Services majors should complete 100-level business courses, WRT 175, WRT 200, SPE 130, ECO 200, and ECO 201 during their first two years at Medaille.

Financial Services majors are expected to attend all classes. Students are responsible for all material covered and for any announcements made in any class session whether the student is present or not. Majors in this program may not take any business course Pass/Fail. A 2.0 cumulative grade point average (GPA) is required of all Financial Services majors in their core and elective business courses to graduate.

The Bachelor of Science degree in Financial Services, with a concentration in Financial Planning, is accredited by the International Assembly for Collegiate Business Education (IACBE).

Medaille College does not certify individuals to use the CFP™ and CERTIFIED FINANCIAL PLANNER™ and CFP™ (with flame logo) certification marks. CFP certification is solely granted by the Certified Financial Planner Board of Standards to individuals who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

Financial Services Curriculum
Credit Distribution
 Bachelor of Science

Career Component Credit Hours
ACC 101 Fundamentals of Accounting I 3
ACC 102 Fundamentals of Accounting II 3
BUS 299 Business Law I 3
BUS 315 Business Law II 3
FNS 201 Financial Management 3
FNS 305 Money, Banking and Monetary Economics 3
*FNS 377 Field Experience I 3
MKT 215 Salesmanship 3
(300 or 400 level) Business Elective
(May include any ACC, BUS, FNS, MGT, MKT course)		 3
  Minimum Career Credit Hours 27

Financial Planning Concentration
ACC 300 Income Tax Accounting 3
FNS 300 Financial Planning 3
FNS 301 Investment Planning 3
FNS 310 Financial Markets and Institutions 3
FNS 320 Retirement Planning and Employee Benefits 3
FNS 325 Insurance Planning 3
FNS 330 Estate Planning 3
  Minimum Concentration Credit Hours 21

Computer Information Systems Component
CIS 115 Computer Applications 3
CIS 245 Intermediate Microcomputer Applications 3
Minimum Computer Information Systems Credit Hours 6

General Education Component
**GEN 110 Ideas and Experiences: Introduction to Critical Thought and Expression 3
GEN 220 Colonial N. America: Case Study in Cultural Interaction 3
GEN 230 Creative Expression 3
GEN 240 Scientific Discovery 3
GEN 410 Baccalaureate Capstone I 3
GEN 411 Baccalaureate Capstone II 3
Minimum General Education Credit Hours 18

Humanities Component
LIT (Any) Literature Elective 3
PHI (Any) Philosophy Elective 3
SPE 130 Fundamentals of Public Speaking 3
WRT 175 College Writing II 3
WRT 200 Analytical Writing 3
WRT 250 Writing for Business 3
 
Minimum Humanities
Credit Hours
18

Social Sciences Component
ECO 200 Macroeconomics 3
ECO 201 Microeconomics 3
ECO 260 Econometrics I 3
ECO 261 Econometrics II 3
PSY 100 Introduction to Psychology 3
 
Minimum Social Sciences
Credit Hours
15

Mathematics/Science Component
MAT 114 Intermediate Algebra
3
MAT 115 Pre-Calculus
3
MAT 216 Survey of Introductory Calculus and Its Applications
3
Minimum Mathematics/Science Credit Hours
9

Free Elective Component
(May include any college course)
6

TOTAL 120

*For students with significant business experience, the department offers several options in fulfilling the field experience requirements. Information on these options and waiver applications may be obtained from the Field Experience Coordinator. Waiver applications must be filed at least one semester before implementation according to the following schedule: October 1 for the following Spring semester; March 1 for the following Fall semester.
**Required of first-year students; all other students must substitute a 300/400 level Liberal Arts and Sciences Elective.
***Students who meet themath competency must substitute a 300/400 level Liberal Arts and Sciences Elective.

 

Page Updated 1/03 (lak)
Medaille College, 18 Agassiz Circle, Buffalo, NY 14214
Phone: (716) 884-3281; FAX: (716) 884-0291 
email: Academic Affairs