Apr 23, 2024  
2018-2019 Undergraduate Catalog 
2018-2019 Undergraduate Catalog [ARCHIVED CATALOG]

Department of Finance

Financial Planning and Wealth Management BS Four-Year Plan

First Year
ECON 101 - Introduction to Microeconomics (3cr.) * ENGL 110 - Seminar in Composition (3cr.) *
MATH 221 - Calculus I (3cr.) * ECON 103 - Introduction to Macroeconomics (3cr.) *
Breadth Requirement (Mathematics, Natural Sciences and Technology) (1/9)  Breadth Requirement (Social and Behavioral Sciences) (3/9)
Breadth Requirement (Social and Behavioral Sciences) (2/9) Breadth Requirement (Mathematics, Natural Sciences and Technology with Lab) (4/9)
BUAD 110 - Basics of Business (3cr.)  - First Year Experience Breadth Requirement (Creative Arts and Humanities) (5/9)*
Credits: 15 Credits: 16
Second Year
ACCT 207 - Accounting I (3cr.) * ACCT 208 - Accounting II (3cr.) *
MATH 201 - Introduction to Statistical Methods I (3cr.) * MATH 202 - Introduction to Statistical Methods II (3cr.) *                                                                                              
MISY 160 - Business Computing: Tools and Concepts (3cr.)   MISY 261 - Business Information Systems (3cr.)  
Breadth Requirement (Social and Behavioral Sciences - Economics Elective) FINC 311 - Principles of Finance (3cr.) *
Breadth Requirement (History and Cultural Change) (6/9)* COMM 212 - Oral Communication in Business (3cr.)  or HOSP 230 - Executive Presentations and Problem Solving (3cr.) *
Credits: 15 Credits: 15
Third Year
BUAD 301 - Introduction to Marketing (3cr.) * ACCT 352 - Law and Social Issues in Business (3cr.)  
BUAD 306 - Introduction to Service and Operations Management (3cr.) * FINC 314 - Investments (3cr.) *
BUAD 309 - Organizational Behavior (3cr.) * FINC 322 - Retirement Planning (3cr.)  *
FINC 320 - Principles of Financial Planning (3cr.) * Breadth Requirement (Creative Arts and Humanities/History and Cultural Change/Foreign Language) (7/9)
MATH 230 - Finite Mathematics with Applications (3cr.) * Multicultural Requirement 
Credits: 15 Credits: 15
Fourth Year
ACCT 313 - Taxation for Business and Investment Planning (3cr.)  or ACCT 413 - Income Tax Accounting (3cr.) * ACCT 418 - Estate Planning (3cr.) *
FINC 321 - Insurance Planning (3cr.) * FINC 425 - Financial Plan Development (3cr.) * (Fulfils Capstone and DLE requirements)
English Elective Professional Elective
Breadth Requirement (Creative Arts and Humanities/History and Cultural Change/Foreign Language) (8/9) Free Elective (2/3)
Free Elective (1/3) Free Elective (3/3)
Credits: 15 Credits: 15
Total Credits: 121

* Minimum grade of C- required.

Disclaimer: Four-Year Plans are a Departmental suggestion of how a student could complete this degree in four years (eight semesters). Students may opt to take courses in the summer or winter sessions. These plans do not take into account additional requirements brought on by minors or other majors. A Four-Year Plan is subject to change from year-to-year given the resources and focuses of the Department.  It is the student’s responsibility to meet with his or her assigned advisor at least once a semester to monitor progress and ensure that he or she is on track to graduate on time. This document is intended as a supplemental advisement tool to be used in conjunction with in-person advisement and the UDSIS Degree Audit.  Students should direct any questions or concerns regarding degree progress to their advisor or Academic Assistant Dean.