Roland E. Meidinger
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The Major in Accounting > Concentation in Financial Planning
Accounting
Accounting/Financial Planning
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At the recommendation of the American Institute of Certified Public Accountants (AICPA), state law now requires that candidates who sit for the certified public accountant examination must have completed a 150-hour academic program. The intent of the AICPA recommendation is to generate CPAs/accountants who possess a broader base of knowledge that extends beyond accounting. Jamestown College requires a total of 128 credit hours for graduation with a Bachelor of Arts degree. Therefore, CPA candidates need to complete an additional 22 credit hours in order to sit for the CPA exam.
 

 Intended Student Learning Outcomes

 
As outcomes of learning in the Major in Accounting, students will be able to:
 

demonstrate fundamental knowledge of and skills in accounting and related areas for entry-level professional accounting positions, professional examinations, and graduate studies

 

apply the skills necessary for financial decision making and reporting

 

describe the relationship of accounting to the broader field of business

 

apply ethical and legal standards and fiduciary responsibilities to the accounting and business environments

 

demonstrate the acquisition of analytical, quantitative, and critical-thinking skills necessary for decision making

 

demonstrate effective professional communication skills

 

 The Program

 
Students who pursue the Major in Accounting with a Concentration in Financial Planning must complete the following Major and Concentration Requirements, which consist of a total of 76 credit hours. Those students who plan to sit for the CPA exam would then complete the recommended credits in order to fulfill the additional CPA requirement.
 

 The Major Requirements/Core and Correlative Requirements

 
The Major in Accounting with a Concentration in Financial Planning consists of the following Core and Correlative Requirements:
 

Accounting Core Requirements

Course Area

Course Number

Course Title

Credits

Acct 201 Principles of Accounting I
3
Acct 202 Principles of Accounting II
3
Acct 301 Intermediate Accounting I
3
Acct 302 Intermediate Accounting II
3
Acct 311 Cost/Managerial Accounting
4
Acct 325 Governmental and Not-for-Profit Accounting
3
Acct 355 Income Tax Accounting I
3
Acct 356 Income Tax Accounting II
3
Acct 451 Auditing I
3
Acct 452 Auditing II
3
Acct 457 Advanced Accounting
3

Total Acct Core Credits

34

Correlative Requirements

Course Area

Course Number

Course Title

Credits

Busn 315 Business Law I
3
Busn 316 Business Law II
3
Busn 321 Business Management
3
Busn 351 Financial Management
3
Econ 201 Principles of Economics I: Microeconomics
3
Econ 202 Principles of Economics II: Macroeconomics
3
CS 140 Integrated Software Applications
3
CS 241 Introduction to Information Systems
2
Math 105 Statistics
3

Total Busn, Econ, CS, and Math Correlative Credits

26

Total Semester Credits Required for the Accounting Major

60

CEB | Department of Business, Accounting, and Economics | Major in Accounting

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 The Concentration in Financial Planning

 
In addition to the Accounting Major Requirements, students who pursue the Concentration in Financial Planning must complete the following set of courses:
 

Program Requirements for the Concentration in Financial Planning

Course Area

Course Number

Course Title

Credits

Busn 301 Introduction to Financial Planning
1
Busn 305 Insurance Planning
3
Busn 310 Retirement and Benefits Planning
3
Busn 330 Sales and Sales Management
3
Busn 440 Investments
3
Busn 450 Estate Planning
3
Busn 451 Senior Financial Planning Colloquium
1

Total Semester Credits Required for the Concentration in Financial Planning

17

Total Semester Credits Required for the Accounting Major with a Concentration in Financial Planning

77

CEB | Department of Business, Accounting, and Economics | Major in Accounting

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 Recommended Credits for CPA Candidates

 
For students who plan to sit for the CPA exam, the following additional credits are recommended:
 

Recommended Credits for CPA Candidates

Course Area

Course Number

Course Title

Credits

Busn/Econ
Comm/Engl

###
###

Additional Credits in Business, Economics, Communication, and/or English

6

Total Additional Credits for CPA Candidates

6

Total Semester Credits Required for the Accounting Program with a Concentration in Financial Planning for CPA Candidates

83

CEB | Department of Business, Accounting, and Economics | Major in Accounting

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Note 1:
Students who pursue the Major in Accounting with a Concentration in Financial Planning may not choose the Concentration in Financial Planning as part of a Major in Business Administration.
 
Note 2:
In order to complete 150 hours in a normal 4-year undergraduate program, students would need to take an average of 19 credit hours per semester. Therefore, students who plan to sit for the CPA exam might consider summer school or a fifth year in order to fulfill the 150-hour CPA requirement.
 

 Schedule Planning Tools

 
Follow the links below to view and/or download useful schedule planning tools for the Major in Accounting with a Concentration in Financial Planning. The recommended course sequence identifies the courses that should be taken in each year in order to complete the major and concentration in four years. The schedule planning sheets contain checklists that are useful for planning your schedule and keeping track of your progress in completing the Major in Accounting with a Concentration in Financial Planning.
 
Schedule Planning Tools
     Major in Accounting/Concentration in Financial Planning
 
 
 
 
Department of
Business, Accounting, and Economics
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