Financial Planning Major and Learning Outcomes

Students who graduate from DeSales University with a major in finance, financial planning track, will be able to:

1. explain the role of money in the economy, including knowledge of foreign exchange, capital and money markets, interest rates, and the roles of banks;
2. explain the features and functionality of debt and equity markets, calculate the valuation of financial instruments such as stocks, bonds, and derivatives, and hedge portfolio risk through a hands-on approach to analyzing and managing asset portfolios;
3. analyze economic data using macro and micro models to explain a business environment;
4. analyze accounting data to understand the financial position of an organization;
5. apply U.S. income tax law to business transactions and develop an understanding of tax-planning techniques;
6. analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within a financial plan.

This is a Certified Financial Planner (CFP) Board Registered Program.