Finance

EDWARD S. AGENO SCHOOL OF BUSINESS

PROGRAMS OFFERED:

• BBA with a concentration in Finance (see p. 19)

• Undergraduate Certificate in Finance

• Undergraduate Financial Planning Certificate

 

(For graduate programs, please go to p. 32.)

Finance experts are among the most valued employees in any cor-

poration. Many CEOs trace their academic and professional roots

back to finance, a reflection of the strategic perspective that this

discipline provides. Whatever your intended destination in the

rapidly changing world of finance, from investments and portfolio

management to corporate strategy and financial services, GGU’s

finance curriculum delivers the tools necessary for success in

your career. Today’s financial experts increasingly depend on the

sophisticated analytical techniques that are an integral part of our

courses. Our goal is to help you develop the creative decision-

making skills that you’ll need to move ahead in the global, tech-

nology-based world of finance. With our emphasis on professional

practice education, we offer an unwavering focus on how you can

be a better manager.

BACHELOR OF BUSINESS ADMINISTRATION WITH A CONCENTRATION IN FINANCE

For requirements for the BBA with a concentration in finance, see p. 21.

UNDERGRADUATE CERTIFICATE IN FINANCE

Many business professionals recognize the importance of university coursework in finance, but have neither the time nor the need to complete the requirements for a traditional academic degree. For such students, a certificate is the ideal solution. The undergraduate certificate in finance can be structured to serve as preparation for the Chartered Financial Analyst (CFA) exam.

The undergraduate certificate in finance requires completion, with a C average or better, of 15 units of finance undergraduate courses (prefix “FI”) at Golden Gate. Please note that some courses taken as part of certificate programs will have prerequisites. These prerequisites must be satisfied (through transfer of equivalent coursework or through taking the courses at Golden Gate) before the certificate courses can be completed. For further information, refer to “Admission to Certificate Programs and Registering for Open Enrollment” on p. 113.

UNDERGRADUATE CERTIFICATE IN FINANCIAL PLANNING

The financial planning certificate program is registered with the CFP Board. Completion of the certificate program authorizes students to sit for the Certified Financial Planner™ (CFP^®) examination.*

The undergraduate certificate in financial planning requires the completion of six courses ( 18 semester units), plus any necessary prerequisite courses. No comprehensive examination is required. Since three of the six required courses are not offered in the university’s undergraduate curriculum, students in the UFPC program must take three graduate financial planning courses ( FI 422, FI 426 and FI 483).

Please note that some courses taken as part of certificate programs will have prerequisites. These prerequisites must be satisfied (through transfer of equivalent coursework or through taking the courses at Golden Gate) before the certificate courses can be completed. For further information, refer to Admission to Certificate Programs and Registering for Open Enrollment on p. 113.

REQUIRED COURSES — 18 UNITS

ACCTG 108A Federal Income Tax I

FI 120 Investments

FI 160 Personal Financial Planning

FI 483 Insurance Planning

FI 422 Retirement and Employee Benefits Planning

FI 426 Estate Planning

(Must be taken as part of the final six units of the program)

*After successfully completing GGU’s undergraduate financial planning certificate, students are eligible to sit for the CFP® examination if they register with the CFP Board. Students can sit for the CFP® examination before completing the experience requirement. Golden Gate University does not award the CFP® and Certified Financial Planner™ designations. The right to use the marks CFP® and Certified Financial Planner™ is granted by the Certified Financial Planner Board of Standards (CFP Board) to those persons who have met its rigorous educational standards, passed the CFP Board’s Certification Examination, satisfied a work experience requirement and agreed to abide by the CFP Board’s Code of Ethics and Professional Responsibility. Only persons registered with the CFP Board are permitted to sit for the certification examination. CFP® certificates and licenses are issued only by the CFP Board ( www.CFP-Board.org).

 

For further information contact the Department of Finance and Economics at e-mail: biz@ggu.edu; phone: 415-442-6500; fax: 415- 442-6579; website: www.ggu.edu; or Edward S. Ageno School of Business, Golden Gate University, 536 Mission Street, San Francisco, CA 94105-2968.

For the most up-to-date program information and course listings, visit www.ggu.edu.