Application and Degree Planning Advice

[CHken92]

I need to start by giving a HUGE thank you to all who contribute to this forum. I have learned so much and am hopefully now on the right path to complete my degree. 

I am a Financial Advisor with multiple certifications (will list them below) and just recently took the CFP exam. In order to use the credential I need to complete my undergrad degree. AI'm assuming a Finance degree would bring in the most existing credits (or be the easiest for me as I have strong knowledge and background). That being said I am open to the least expensive, easy, quick option. I do work full time and have a family.

I have seen other old posts from others in similar positions and it seems many of our Certifications may transfer over to TESU which is where I am leaning. I have also looked at PUG as many of my financial certifications used study programs from Kaplan but I don't see anything on their website that shows they give credit for these. 

My biggest concern is being able to self-pace any of the college credits and finish with the studies early (even if the degree wont come until the end of a term). Hoping to be done with all studies no later than Aug 1 (probably a pipe dream but still ...) and am planning 20-30 hours/week to study.

I have created my application to TESU but haven't submitted as it says you must list all credits to be considered but there is nowhere to list the ChFC and FINRA certifications. I will submit it once I have clarity around that and get a review completed.  

I have attached a spreadsheet of my tentative plan in hopes TESU gives me the best option. I know this may change depending on what they accept for credits to transfer. I would appreciate any initial feedback as I will begin with my Sophia classes today. If you feel there is a better school option or think I should change this plan in any way I am open to ideas. 
Any way to make this plan cheaper, easier and quicker ... I'm all ears!!

Again, thank you so much for the all guidance you provide here. 
It is an incredible resource. 


Your Location:  Wisconsin
Your Age: 47
What kind of degree do you want?: BSBA in Finance or open to other ideas

Current Regional Accredited Credits: 

University of Wisconsin, from what seems like a million years ago   

CLASS                GRADE            CREDITS                 Course Name
HIST-120               A                      3                        Early US History
HIST-121               B                      3                        Modern US History
MUSIC-265            A                      1                        Chior
MUSIC-267            A                      1                        Solo Singers
SOC-110               B+                    3                        Intro to Sociology
HLTH-101              A                      1                        Discovering Wellness
PSYC-110              A-                     3                        General Psychology
HDFS/L-250           B-                     3                        Individual & Family Relations             
ENGL-112              B-                     3                        Freshman English Honors
HT-240                  C-                     2                        Intro to Tourism
HT-202                  B                      3                        Front Office Operations
HT-222                  D+                   2                        Institutional Food Purchasing
BIO-122                C                      3                        Biology-Environmental Applications
BIO-150                B-                     2                        Environmental Science
MATH-120             C                      4                        Intro to College Math I
POLS-210              C                      3                        American Government
                                                   40 RA


Any certifications or military experience? 
The American College of Financial Services- ChFC

FINRA:
SIE
Series 6
Series 63
Series 7
Series 66

[bjcheung77]

Welcome to the board, TESU BSBA with a Finance option would be a very good fit for you. Just curious if you have tuition assistance or reimbursement as you mentioned in order, least expensive, easy, quick. The plan looks sound, I don't see anything really out of the ordinary except for the residency credits, you have 15, you're missing 1 credit as the 2 TECEPs will only add to your RA requirements of 30+ credits, but will not satisfy the 16 credit residency waiver requirements. My suggestion at this time is to complete another course such as the 1 credit PLA100.

[dfrecore]

So, you are an ok fit for TESU - not great, not terrible.

ENGL-112: Freshman English (H) >> Written Comm I
SOC-110: Intro to Sociology >> Diversity
POLS-210: American Government >> Civic Engagement
PSYC-110: General Psychology >> SocSci
HIST-120: Early US History >> History
HIST-121: Modern US History >> Humanities
HDFS/L-250: Individual & Family Relations >> SocSci/Hist/Hum
BIO-122: Biology-Environmental Applications >> Science

Free electives
HLTH-101: Discovering Wellness
HT-240: Intro to Tourism
HT-202: Front Office Operations
HT-222: Institutional Food Purchasing
MATH-120: Intro to College Math I
MUSIC-265: Choir
MUSIC-267: Solo Singers
BIO-150: Biology-Environmental Science

FINRA Series 7 >> ACC-101 (Core), FIN-301 (AoS), ACC-311 (free elective)
FINRA SIE >> LAW-201 (core)

The Series 6, 63 and 66 duplicate Series 7.

That puts you at 50cr, and you still need the following:
Written Comm II
Oral Comm
College Algebra
Ethics
SocSci/Hist/Hum course (3cr min - although if you took Sophia's The Essentials of Managing Conflict for 1cr, that would prob be combined with your two 1cr music courses for the 3cr you need here)
Science (you need 3cr, your other science course is only 2cr)
The remaining core (at least 1 needs to be UL, easiest to do Int'l Business or Managerial Comm)
The remaining AoS courses (5 of them, 3 must be UL, Study.com has them all)

I'd probably consider UMPI as well. Easy enough to find out if they give credit for the FINRA exams.

[ss20ts]

I don't see the exams in the UMPI transfer equivalency database, but that doesn't mean that they won't give credit for them. Many certificates aren't listed. Even the Google ones aren't shown anymore and we know those are accepted.

[carrythenothing]

Instructions on how to earn credit are at the bottom of each PLR page.

Depending on when you completed the courses required for the Charted Financial Consultant, you have up to 69 credits in TESU course equivalencies: https://www2.tesu.edu/oplr/client.php?client=AMER.COLL

Depending on when you completed the FINRA examinations, you have up to 26 credits in TESU course equivalencies: https://www2.tesu.edu/oplr/client.php?client=FINRA

[LevelUP]

I think the Sophia Principles of Management people said was UL so that will cover the UL requirement for professional requirements. 

The AOS the TECEP accounting course won't work. You need all finance courses.

Check out the Wiki for course suggestions:
https://degreeforum.miraheze.org/wiki/Sa...egree_Plan

[CHken92]

I think the Sophia Principles of Management people said was UL so that will cover the UL requirement for professional requirements. 

The AOS the TECEP accounting course won't work. You need all finance courses.

Check out the Wiki for course suggestions:
https://degreeforum.miraheze.org/wiki/Sa...egree_Plan

Thank you! 

This is all the current course catalog lists for Finance:
Principles of Finance (FIN-301)  
Small Business Finance (FIN-314)  
Security Analysis and Portfolio Management (FIN-321)  
Financial Institutions and Markets (FIN-331)  
International Finance (FIN-334)  
Risk Management (FIN-382)  


I have all of these in the EXCEL spreadsheet, although FIN-301 is listed in Core so maybe there is something I could replace in core to move that down to AOS?

TESU website credit distribution page lists FDR-440 (Fundraising For Non-Profits) as the last of the AOS credits. Since this wasn't a FIN course I was hopeful to replace it with the Income Tax, I have lots of knowledge there and none (and no interest) in FDR. 

Thanks again!

---

So, you are an ok fit for TESU - not great, not terrible.

ENGL-112: Freshman English (H) >> Written Comm I
SOC-110: Intro to Sociology >> Diversity
POLS-210: American Government >> Civic Engagement
PSYC-110: General Psychology >> SocSci
HIST-120: Early US History >> History
HIST-121: Modern US History >> Humanities
HDFS/L-250: Individual & Family Relations >> SocSci/Hist/Hum
BIO-122: Biology-Environmental Applications >> Science

Free electives
HLTH-101: Discovering Wellness
HT-240: Intro to Tourism
HT-202: Front Office Operations
HT-222: Institutional Food Purchasing
MATH-120: Intro to College Math I
MUSIC-265: Choir
MUSIC-267: Solo Singers
BIO-150: Biology-Environmental Science

FINRA Series 7 >> ACC-101 (Core), FIN-301 (AoS), ACC-311 (free elective)
FINRA SIE >> LAW-201 (core)

The Series 6, 63 and 66 duplicate Series 7.

That puts you at 50cr, and you still need the following:
Written Comm II
Oral Comm
College Algebra
Ethics
SocSci/Hist/Hum course (3cr min - although if you took Sophia's The Essentials of Managing Conflict for 1cr, that would prob be combined with your two 1cr music courses for the 3cr you need here)
Science (you need 3cr, your other science course is only 2cr)
The remaining core (at least 1 needs to be UL, easiest to do Int'l Business or Managerial Comm)
The remaining AoS courses (5 of them, 3 must be UL, Study.com has them all)

I'd probably consider UMPI as well.  Easy enough to find out if they give credit for the FINRA exams.

Awesome, thanks so much. I will definitely check with UMPI as well.

---

Welcome to the board, TESU BSBA with a Finance option would be a very good fit for you.  Just curious if you have tuition assistance or reimbursement as you mentioned in order, least expensive, easy, quick.  The plan looks sound, I don't see anything really out of the ordinary except for the residency credits, you have 15, you're missing 1 credit as the 2 TECEPs will only add to your RA requirements of 30+ credits, but will not satisfy the 16 credit residency waiver requirements.  My suggestion at this time is to complete another course such as the 1 credit PLA100.

No tuition reimbursement ... it would certainly be nice!
Thanks for the info with the PLA!

[LevelUP]

I have all of these in the EXCEL spreadsheet, although FIN-301 is listed in Core so maybe there is something I could replace in core to move that down to AOS?

You can take Sophia LL principles of finance which is what I took for the professional requirements. 

Then take UL principles of finance for your AOS and those courses won't overlap each other.

[dfrecore]

Instructions on how to earn credit are at the bottom of each PLR page.

Depending on when you completed the courses required for the Charted Financial Consultant, you have up to 69 credits in TESU course equivalencies: https://www2.tesu.edu/oplr/client.php?client=AMER.COLL

Depending on when you completed the FINRA examinations, you have up to 26 credits in TESU course equivalencies: https://www2.tesu.edu/oplr/client.php?client=FINRA

OP - so I guess you need to list all of the courses you took for your ChFC if you took them prior to 6/30/2014.  Here are the only ones that apply to the BSBA/FIN (or ACC since that might be a second concentration you might want to get if it was easy):

HS321: Income Taxation                                             ACC-421          1/1/82-6/30/2014

HS322: The Financial System in the Economy            ECO-352          1/1/97-6/30/2014

HS328: Investments                                                    FIN-361           1/1/82-6/30/2014

HS332: Financial Planning Applications                     ECO-351          1/1/82-6/30/2014
HS352: Financial Decisions for Retirement                FIN-399           6/1/05-6/30/2014 

Keep in mind that you can only have up to 9cr that are more than 10 years old in the AoS, so if any of these are that old, you're limited.

[CHken92]

carrythenothing

OP - so I guess you need to list all of the courses you took for your ChFC if you took them prior to 6/30/2014.  Here are the only ones that apply to the BSBA/FIN (or ACC since that might be a second concentration you might want to get if it was easy):

I completed mine in 2021/22.
Based on a post here from someone who completed theirs in 2016/17 it appears the 2014 dates aren't (or weren't in 2018) accurate. The poster in the link below shows the credits TESU granted in 2018:

https://www.degreeforum.net/mybb/Thread-CFP-ChFC-TESU-Acceptance-Email?page=2&highlight=chfc

I know it may be completely different now and will be interesting to see what they grant. 
Here are the courses I took:
HS 300 - [color=rgba(0, 0, 0, 0.847)]Financial Planning: Process and Environment
HS 311 - Fundamentals of Insurance Planning
HS 326 - Planning for Retirement Needs
HS 328 - Investments
HS 330 - Fundamentals of Estate Planning
HS 321 - Income Taxation
HS 333 - Personal Financial Planning: Capstone
HS 347 - Contemporary Applications in Financial Planning[/color]