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Nelson Rusche College Of Business

Financial Planning

A financial career with a focus on people

SFA’s financial planning emphasis is ideally suited for students who are interested in finance and in helping others. As large numbers of Baby Boomers continue to retire and focus on estate planning, it’s a field of study that will likely remain in high demand for years to come.

Financial planners help individuals and families with a variety of personal financial issues, from investing and tax planning to insurance, estate planning and retirement preparation. The financial planning emphasis at SFA provides the expertise, advanced skills and financial knowledge you’ll need to help people and families ensure a strong financial future.

A variety of exciting career opportunities

Financial planners typically work one-on-one with clients to help with a variety of financial issues. As a financial planner, you might help a client set up a trust fund or an estate plan, or you might help them financially prepare for retirement.

A background in financial planning also qualifies you for a variety of other positions in related fields, including:

  • Banking
  • Investing
  • Tax planning
  • Accounting
  • Nonprofit
  • HR and benefits

Minor in financial planning (B.B.A. students)

Students interested in earning a minor in financial planning must complete must complete the core requirements for the B.B.A. degree in finance, plus:

  • ACC 343
  • FIN 357, 361, 369, 415 and 448
  • 3 hours from FIN 358, 401, 410, 433, 458, 471, 475 and 490

Minor in financial planning (non-B.B.A. students)

Non-B.B.A. students interested in earning a minor in financial planning must complete the following courses:

  • ACC 343, 231 and 232
  • FIN 357, 361, 369, 415 and 448
  • 3 hours from FIN 358, 401, 410, 433, 458, 471, 475 and 490

Contact

The Department of Economics and Finance
936.468.4301
ecofin@sfasu.edu
Staff directory

Physical Address:
McGee Business Building
Suite 303

Mailing Address:
P.O. Box 13009, SFA Station
Nacogdoches, Texas 75962

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