Department of Finance

Financial Planning and Wealth Management BS Four-Year Plan

FALL	SPRING
First Year
ECON 101 - Introduction to Microeconomics *	ENGL 110 - Seminar in Composition *
MATH 221 - Calculus I *	ECON 103 - Introduction to Macroeconomics *
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 (FYS)	Breadth Requirement (Creative Arts and Humanities) (5/9)*
Credits: 15	Credits: 16
Second Year
ACCT 207 - Accounting I *	ACCT 208 - Accounting II *
STAT 200 - Basic Statistical Practice *	MISY 261 - Business Information Systems *
MISY 160 - Business Computing: Tools and Concepts *	MISY 262 - Fundamentals of Business Analytics *
Economics Course (ECON 251 or any ECON at the 300-level or above)	FINC 311 - Principles of Finance *
Breadth Requirement (History and Cultural Change) (6/9)*	COMM 212 - Public Speaking & Professional Presentation or HOSP 230 - Executive Presentations and Problem Solving
Credits: 15	Credits: 15
Third Year
BUAD 301 - Introduction to Marketing *	ACCT 352 - Law and Social Issues in Business * or ACCT 350 - Business Law I * and ACCT 351 - Business Law II *
BUAD 306 - Introduction to Service and Operations Management *	FINC 314 - Investments * or FINC 312 - Intermediate Financial Management *
BUAD 309 - Organizational Behavior *	FINC 322 - Retirement Planning *
FINC 320 - Principles of Financial Planning *	Breadth Requirement (Creative Arts and Humanities/History and Cultural Change/Foreign Language) (7/9)
FINC 314 - Investments * or FINC 312 - Intermediate Financial Management *	Multicultural Requirement
Credits: 15	Credits: 15
Fourth Year
ACCT 313 - Taxation for Business and Investment Planning * or ACCT 413 - Income Tax Accounting *	ACCT 418 - Estate Planning *
FINC 321 - Insurance Planning *	FINC 425 - Financial Plan Development * (Fulfills 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.