May 17, 2021  
2017-2018 Undergraduate Catalog 
2017-2018 Undergraduate Catalog [ARCHIVED CATALOG]

Financial Planning and Wealth Management (BS)


University Requirements:

Additional Breadth Requirements:

  • Additional six credits from Creative Arts and Humanities and/or History and Cultural Change.
  • Additional six credits from Social & Behavioral Sciences (Only three credits of ECON at the 200-level may apply and excluding ECON 101 , ECON 103 , BUAD 301  and BUAD 309 ).
  • Additional seven credits from Mathematics, Natural Sciences, and Technology, including one Lab credit (ECON 415 , CISC, STAT, and MATH courses may not apply).

Professional Electives:

  • Three credits from ACCT, BUAD, ENTR, FINC, or MISY (300-level or higher) (ACCT 302 , ACCT 350  and ACCT 351  may not apply).


After required courses are completed, sufficient credits must be taken to meet the minimum credits required for the degree. Electives courses can be chosen from inside or outside the Alfred Lerner College of Business & Economics, and no more than two credits from BHAN 120  may apply.

Credits to Total a Minimum of 121

Last Revised 2017-2018 Academic Year