Fireworks display at the PennWest California campus.
Finance and Personal Financial Planning
PennWest’s bachelor’s degree in finance and personal financial planning combines business fundamentals with specialized courses so you’ll have the competitive edge you need to succeed in today’s rapidly changing economy.
Are you interested in a career in banking, corporate or treasury management, financial analytics, corporate forecasting or personal financial planning? This Bachelor of Science in Finance can get you where you want to be.
A team of experienced professors will keep you actively engaged in learning. They will help you understand the critical role of globalization and rapid technological advancement in all aspects of business.
This program is for you if...
- You aspire to a career in financial services, such as banking, investment management, or financial planning.
- You're interested in acquiring the credentials needed for the Certified Financial Planner (CFP) exam.
- You want to develop a deep understanding of financial markets, risk management, and investment strategies.
- You are looking for a program that integrates practical financial skills with ethical considerations in business.
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120 Credits for BSBA
What You'll Study
This program offers a robust curriculum designed to prepare students for the complexities of financial markets and personal financial planning. It covers essential topics such as financial accounting, investment strategies, risk management, and ethical and legal standards in business. You'll gain hands-on experience through specialized courses like Estate Planning, Retirement Planning, and a capstone project that ties together your learning with practical application.
| Degrees, Certificates, Minors | Offered at... | |||
|---|---|---|---|---|
| California | Clarion | Edinboro | Global Online | |
| Finance and Personal Financial Planning, BSBA | Program Offered At This LocationIn-Person | Program Not Offered At This Location | Program Offered At This LocationIn-Person | Program Not Offered At This Location |
| Finance, Minor | Program Offered At This LocationBlended | Program Offered At This LocationBlended | Program Offered At This LocationBlended | Program Offered At This Location |
| Personal Financial Planning, Minor | Program Offered At This LocationBlended | Program Offered At This LocationBlended | Program Offered At This LocationBlended | Program Offered At This Location |
Meet Our Faculty
Our faculty are not just instructors; they are mentors, researchers, and industry professionals committed to providing an education grounded in real-world experiences and academic excellence. From engaging classroom discussions to hands-on experiential learning, our educators are here to support and inspire you every step of the way.
How You'll Learn
This program is offered in-person at our California and Edinboro campuses. An in-person degree emphasizes traditional in-person courses at one or more of our locations.
What You'll Become
Graduates of this program are well-equipped to enter the dynamic field of finance with a strong foundation in both theory and practical skills. This preparation not only makes you eligible to sit for the CFP® exam but also provides a comprehensive understanding necessary for critical roles in financial analytics, corporate forecasting, and personal financial planning. The program's focus on ethical leadership and global perspectives further enhances your ability to make informed decisions in diverse environments.
Career Paths
- Financial Planner
- Investment Analyst
- Risk Management Consultant
- Corporate Financial Manager
- Personal Financial Advisor
Sarah Keating ‘23
"These individuals taught me the power of building relationships, the importance of understanding others, and the impact of kindness in financial services.”
How We'll Help You Succeed
At Pennsylvania Western University, we prioritize your success and well-being from the moment you join our community. Our comprehensive student support system is designed to meet you where you are, offering personalized guidance, academic assistance, and emotional support to ensure you can fully focus on your studies and personal growth. Whether you're a first-generation college student, returning for further education, or navigating career changes, our dedicated faculty and staff provide the encouragement and resources you need to overcome challenges and thrive. With a wide range of services from tutoring and career counseling to mental health resources, PennWest stands by your side, empowering you to achieve your academic goals and prepare for a successful future. Join us at PennWest, where you're not just a student; you're part of a supportive family committed to helping you find your place in the world.
CFP and SIE Exams
Registered with the Certified Financial Planner Board of Standards, Inc. So you’ll be elegible to sit for the CFP exam. This program also prepares you for the Securities Industry Essentials (SIE) exam.
Accreditation Council for Business Schools and Programs (ACBSP)
All bachelor's, associate, and master's degree-level business programs at Pennsylvania Western University are accredited by the Accreditation Council for Business Schools and Programs (ACBSP).
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Affordable Programs
Tuition & FeesDiscover quality education that fits your budget with our affordable programs at PennWest.
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Success Coaching
Success at PennWestAchieve your academic goals with personalized guidance from our dedicated student success coaches.
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Post-Graduation Support
Life After PennWestWe're here for you even after graduation, providing support and resources to help you succeed in your career.