Financial Services

Help others invest in a better future.

The Financial Services program at Berkeley College is designed to prepare students for a range of career opportunities. Upon completion, students will be able to choose a career path that will allow them to become Certified Financial Planners (CFP) or serve in various professional capacities, such as:

  • Insurance
  • Estate and retirement planning
  • Investment portfolio planning
  • Other fields related to finance

Participation in student chapters of professional associations, student clubs, and alumni interaction can help students make important industry connections.

Benefit from:

  • A solid business core curriculum with an emphasis on financial planning
  • The introductory concepts, basic theories, and fundamental practices in the principal functional areas of business, accounting, economics, management, and marketing
  • Hands-on learning from instructors chosen for academic excellence as well as relevant professional experience
  • A baccalaureate program that prepare students for the Certified Financial Planning Examination offered by the CFP Board of Standards, Inc.™
  • Insights into investment and securities management
  • Hands-on experience with software used by financial service professionals
  • Valuable, practical experience through program-related, faculty-monitored internships or job-related assignments
  • A seamless transition between Associate’s and Bachelor’s degree programs

68.9%

of full-time enrolled students received Federal Pell Grants in 2015

Berkeley College degree IACBE Candidate

The Larry L. Luing School of Business® at Berkeley College has been awarded the status of Candidate for Accreditation by the International Assembly for Collegiate Business Education (IACBE) located at 11374 Strang Line Road in Lenexa, Kansas, USA. In granting candidacy status, the IACBE has determined that the A.A.S., Financial Services and B.B.A., Financial Services degrees are eligible for accreditation.

Associate in Applied Science Degree (A.A.S.)
Financial Services

 This program is offered:
new york city online

A.A.S., Financial Services 2016-2017 Course Requirements

Financial Services
Associate in Applied Science Degree (A.A.S.)

 

Course Requirements

MAJOR CORE COURSES

Semester credits


3 Credit Hours

Introduces the use of accounting information for management planning, control in budget preparation, and the evaluation of cost behavior.

Prerequisite: ACC1111 or ACC1112 

 


3 Credit Hours

Introduces the world of financial services, including banking, insurance, and securities/brokerage. Topics include financial planning, treasury management, risk management, financial analysis, and securities investments.

Prerequisite: ACC1111

 


3 Credit Hours

Introduces students to the workings of financial markets and institutions. This course explores the role that financial markets and institutions play in the economy and their relationship to public policy issues.

Prerequisite: FIN2200

 


3 Credit Hours

Presents students with the principles of personal finance, including learning skills to make informed choices regarding financial decisions.

 




BUSINESS CORE COURSES



3 Credit Hours

Introduces the basic structure of accounting terminology and procedures of a corporation. Students learn about recording and reporting functions, adjusting entries, and the preparation of financial statements.

 


3 Credit Hours

Explores the nature and scope of business, examines its component parts, and describes how it is organized and managed. Students learn about the internal and external forces that comprise our business and economic system. This course covers career development and teaches practical techniques and strategies for success.

 


3 Credit Hours

Allows students to work in a position related to their course of study. Students integrate the skills and knowledge learned through their academic experiences and participate in focused online discussions and special online projects.

Prerequisite: Departmental permission

 


3 Credit Hours

Provides an introduction to computer technology with an emphasis on applications. Students learn to use software, such as Microsoft Windows, Word, PowerPoint, and Excel. This course provides an orientation to Berkeley College’s computer framework including Blackboard, content collection, and portfolio development.

 


3 Credit Hours

Explores the diverse environment, management concerns, financial issues, and marketing questions faced by international business organizations. Students gain a heightened global awareness as they seek the knowledge and skills needed to function competitively in an increasingly interdependent world.

Prerequisite: BUS1101

 


3 Credit Hours

Examines operational theories of management under the functions of planning, organizing, staffing, directing, and controlling. Emphasizes the manager’s role in creating and maintaining an internal environment for performance. Students discuss cases in detail.

Prerequisite: BUS1101

 


3 Credit Hours

Provides an introduction to the fundamental principles and practices in the marketing process. Provides a detailed study of each marketing mix tool (product, price, place, promotion) along with an introduction to marketing research and consumer behavior.

 





LIBERAL ARTS AND SCIENCE CORE COURSES



3 Credit Hours

An introduction to expository writing through a comprehensive survey of forms of composition. Students are taught to use words with precision and strengthen their understanding and application of grammatical and rhetorical principles. Students are encouraged to appreciate and incorporate the principles of academic and professional writing.

 


3 Credit Hours

Further develops the writing, reading, and interpretive abilities introduced in ENG1105 through critical engagement with literary texts from a myriad of genres. 

Prerequisite: ENG1105

 


3 Credit Hours

Introduces the study of ethics and moral philosophy, including its historical development, the major figures within that history, and ethical and moral issues that face us today. This course presents the ideas of great thinkers throughout history and encourages students’ own thinking on various ethical and moral issues.

 


3 Credit Hours

Introduces students to the personal use of mathematics and the applications for various business disciplines. This course will explore the business applications of linear functions, quadratics functions, and systems of linear equations. Emphasis will be placed on the use of Excel to solve real-world business problems.

Prerequisite: CSK85 or placement-based score

 


3 Credit Hours

Introduces statistical methods and procedures. Students become acquainted with the collection, analysis, and presentation of quantitative data. Topics include basic concepts of probability, frequency distributions, binomial distributions, sampling theory, hypothesis testing, and regression and correlation.

 


3 Credit Hours

Explores the psychological principles involved in coping with the challenges of moving through changes in life stages and life circumstances. Topics include stress management, communication, time management, healthy relationships, positive thinking, conflict management, and balancing home, education, and work.

 


3 Credit Hours

Students will develop the interpersonal skills known to be key ingredients for successful everyday interactions with a focus on the challenges of workplace relationships involving coworkers, supervisors, and customers/clients. Some major skill areas covered in the course include making a good impression with your employer, managing conflict with difficult coworkers, working on a team with diverse groups of people, providing exceptional service for customers/clients, and managing on-the-job stressors.

 




6 credits

FREE ELECTIVES



60 SEMESTER CREDIT HOURS REQUIRED FOR GRADUATION

Berkeley College's A.A.S., Financial Services degree program does not qualify students to sit for the CFP Examination. Generally, candidates for such certification or registration need to complete a combination of specified educational programs registered with the CFP Board of Standards, Inc. and/or experience requirements, demonstrate good moral character (which may include an absence of criminal convictions), and pass a licensing examination. Applicants for whom such requirements may be matters of concern are strongly advised to contact an Admissions counselor prior to enrolling in a financial services program.

This program also requires students to obtain specific supplies, the cost of which totals approximately $35.00. Detailed, itemized information describing the required supplies and listing typical prices for each such item is available at BerkeleyStore.BerkeleyCollege.edu and/or BerkeleyCollege.edu/gainful-employment/aas_financial_services_nj_statistics.htm and BerkeleyCollege.edu/gainful-employment/aas_financial_services_ny_statistics.htm.

 




Bachelor of Business Administration Degree (B.B.A.)
Financial Services

 This program is offered:
new york city online

B.B.A., Financial Services 2016-2017 Course Requirements

Financial Services
Bachelor of Business Administration Degree (B.B.A.)

 

Course Requirements

MAJOR CORE COURSES

Semester credits


3 Credit Hours

Introduces the use of accounting information for management planning, control in budget preparation, and the evaluation of cost behavior.

Prerequisite: ACC1111 or ACC1112 

 


3 Credit Hours

Introduces the world of financial services, including banking, insurance, and securities/brokerage. Topics include financial planning, treasury management, risk management, financial analysis, and securities investments.

Prerequisite: ACC1111

 


3 Credit Hours

Introduces students to the workings of financial markets and institutions. This course explores the role that financial markets and institutions play in the economy and their relationship to public policy issues.

Prerequisite: FIN2200

 


3 Credit Hours

Presents students with the principles of personal finance, including learning skills to make informed choices regarding financial decisions.

 


3 Credit Hours

Presents the principles of constructing and managing investment vehicles in relation to client needs. Topics include an overview of investment vehicles, measures of investment risk and returns, portfolio management, asset pricing, leverage, and hedging options.

Prerequisites: FIN2204, MAT2212

 


3 Credit Hours

Explains the principles of constructing and managing investment vehicles in relation to client needs. Topics include an overview of investment vehicles, measures of investment risk and returns, portfolio management, asset pricing, leverage, and hedging options.

Prerequisite: FIN3305

 


3 Credit Hours

Provides an overview of the fundamental principles of income tax planning. Topics include income tax fundamentals; taxation of trusts and estates; and cost-recovery, basis, and charitable contributions.

Prerequisite: FIN3305

 


3 Credit Hours

Analysis of advanced corporate finance concepts, including investment criteria, the use of techniques/tools such as net present value, internal rate of return, risk and return, cost of capital, and long-term financial policy. Financing with derivatives, capital structure management, and corporate restructuring will also be considered.

Prerequisite: FIN3301

 


3 Credit Hours

Explores contemporary issues in financial services. Students develop the skills necessary to construct a comprehensive policy paper that integrates knowledge gained through previous coursework and experience and builds on that conceptual foundation through academic research, practical application, critical thinking, and integrative analysis.

Prerequisites: FIN3315, FIN4400, FIN4415

 


6 credits

Financial Services Electives*+



BUSINESS CORE COURSES



3 Credit Hours

Introduces the basic structure of accounting terminology and procedures of a corporation. Students learn about recording and reporting functions, adjusting entries, and the preparation of financial statements.

 


3 Credit Hours

Explores the nature and scope of business, examines its component parts, and describes how it is organized and managed. Students learn about the internal and external forces that comprise our business and economic system. This course covers career development and teaches practical techniques and strategies for success.

 


3 Credit Hours

Provides students with detailed knowledge of the laws relating to contracts, commerce, property, sales, negotiable instruments, and employment. Students develop an awareness of business situations requiring legal counsel and a familiarization with the overall structure of the legal system.

 


3 Credit Hours

Allows students to work in a position related to their course of study. Students integrate the skills and knowledge learned through their academic experiences and participate in focused online discussions and special online projects.

Prerequisite: Departmental permission

 


3 Credit Hours

Provides an introduction to computer technology with an emphasis on applications. Students learn to use software, such as Microsoft Windows, Word, PowerPoint, and Excel. This course provides an orientation to Berkeley College’s computer framework including Blackboard, content collection, and portfolio development.

 


3 Credit Hours

Introduces the core principles of micro and macroeconomic theory while emphasizing real-world personal, business, and governmental applications. Topics include tradeoffs and opportunity costs, gains from specialization and trade, supply and demand, the role of government in the economy, inflation and unemployment, and the monetary system of the United States.

 


3 Credit Hours

Provides an overview of the fundamental principles relating to the study of finance, including theories and practices in financial management. Students become familiar with the financial organization and operation of a business. Topics include financial analysis, planning and control, budgeting and forecasting, and financing.

Prerequisites: ACC1111, MAT2215

 


3 Credit Hours

Explores the diverse environment, management concerns, financial issues, and marketing questions faced by international business organizations. Students gain a heightened global awareness as they seek the knowledge and skills needed to function competitively in an increasingly interdependent world.

Prerequisite: BUS1101

 


3 Credit Hours

Examines operational theories of management under the functions of planning, organizing, staffing, directing, and controlling. Emphasizes the manager’s role in creating and maintaining an internal environment for performance. Students discuss cases in detail.

Prerequisite: BUS1101

 


3 Credit Hours

Provides an introduction to the fundamental principles and practices in the marketing process. Provides a detailed study of each marketing mix tool (product, price, place, promotion) along with an introduction to marketing research and consumer behavior.

 





LIBERAL ARTS AND SCIENCE CORE COURSES**



3 Credit Hours

An introduction to expository writing through a comprehensive survey of forms of composition. Students are taught to use words with precision and strengthen their understanding and application of grammatical and rhetorical principles. Students are encouraged to appreciate and incorporate the principles of academic and professional writing.

 


3 Credit Hours

Further develops the writing, reading, and interpretive abilities introduced in ENG1105 through critical engagement with literary texts from a myriad of genres. 

Prerequisite: ENG1105

 


3 Credit Hours

Explores a wide variety of professional and creative writing modes, from personal profiles to blogging and beyond. Students build their reading, writing, and researching skills while reinforcing the fundamental concepts and current developments associated with the areas of their respective majors.

Prerequisite: ENG2205

 


3 Credit Hours

Introduces the study of ethics and moral philosophy, including its historical development, the major figures within that history, and ethical and moral issues that face us today. This course presents the ideas of great thinkers throughout history and encourages students’ own thinking on various ethical and moral issues.

 


3 Credit Hours

Introduces students to the personal use of mathematics and the applications for various business disciplines. This course will explore the business applications of linear functions, quadratics functions, and systems of linear equations. Emphasis will be placed on the use of Excel to solve real-world business problems.

Prerequisite: CSK85 or placement-based score

 


3 Credit Hours

Introduces statistical methods and procedures. Students become acquainted with the collection, analysis, and presentation of quantitative data. Topics include basic concepts of probability, frequency distributions, binomial distributions, sampling theory, hypothesis testing, and regression and correlation.

 


3 Credit Hours

Explores the psychological principles involved in coping with the challenges of moving through changes in life stages and life circumstances. Topics include stress management, communication, time management, healthy relationships, positive thinking, conflict management, and balancing home, education, and work.

 


3 Credit Hours

Students will develop the interpersonal skills known to be key ingredients for successful everyday interactions with a focus on the challenges of workplace relationships involving coworkers, supervisors, and customers/clients. Some major skill areas covered in the course include making a good impression with your employer, managing conflict with difficult coworkers, working on a team with diverse groups of people, providing exceptional service for customers/clients, and managing on-the-job stressors.

 


3 credits

English Elective


3 credits

Humanities Elective


6 credits

Liberal Arts Electives


3 credits

Science Elective


3 credits

Social Science Elective




15 credits

FREE ELECTIVES+



120 SEMESTER CREDIT HOURS REQUIRED FOR GRADUATION

*6 Financial Services Electives must be at the 3000/4000 level.

**12 credits of Liberal Arts Electives must be at the 3000/4000 level.

+Students planning to take the CFP Examination must take the following pre-certification courses:

FIN3310 Insurance Planning  3
FIN3315 Investment Planning   3
FIN4400 Tax Planning  3
FIN4405 Retirement Planning   3
FIN4410 Estate Planning 3
FIN4420 Comprehensive Financial Planning 3

Berkeley College's B.B.A., Financial Services program is a registered education program with the CFP Board of Standards, Inc. and, therefore, qualifies students to sit for the CFP Examination. However, students do not automatically become Certified Financial Planners or Registered Investment Advisors, and such programs are not specifically intended to fulfill all the requirements for certification or registration for such positions. Generally, candidates for such certification or registration may need to complete a combination of specified educational and/or experience requirements, demonstrate good moral character (which may include an absence of criminal convictions), and pass a licensing examination. Applicants for whom such requirements may be matters of concern are strongly advised to contact an Admissions counselor prior to enrolling in a financial services program.

This program also requires students to obtain specific supplies, the cost of which totals approximately $35.00. Detailed, itemized information describing the required supplies and listing typical prices for each such item is available at BerkeleyStore.BerkeleyCollege.edu and/or BerkeleyCollege.edu/gainful-employment/bba_financial_services_nj_statistics.htm and BerkeleyCollege.edu/gainful-employment/bba_financial_services_ny_statistics.htm.

 




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