Bachelors in Financial Services 


BS in Business Administration: Financial Services Major

Although the financial services major is based on many of the same analytical skills and theoretical foundations as the finance major, it is designed specifically to prepare students for careers in one of the segments of the financial services industry: securities, banking, insurance, real estate finance and personal financial planning. It is very common for single firms to own subsidiaries in each of these areas, so it is important for graduates entering these fields to be familiar with all aspects of these important financial sectors. Graduates can look forward to analytical, managerial or sales careers in the financial services industry. Sales careers include insurance and securities sales. Analytical careers include loan and security analysis and personal financial planning. Managerial careers include management in each of the component industries.

Required Upper Division Courses (Undergrad Business Advising Center)

BSBA - Financial Services Goals and Learning Outcomes


BSBA in Financial Services with a certificate in Personal Financial Planning

The purpose of this program is to provide a strong educational basis for persons desiring careers in the personal financial planning profession. Two categories of students are admitted:

  • Matriculated students who have been admitted to an upper division Business Administration major

  • Nonmatriculated students who work in the financial services industry and who take classes through the Executive Program

This certificate program is registered with the Certified Financial Planner Board of Standards.
Download requirements for the certificate with an application form (docx) (also available as pdf)

Questions? If you have additional questions, they can be addressed to the program's advisor Thomas Warschauer, PhD, CFP® at tom.warschauer@sdsu.edu