Financial Planning and Wealth Management (BS)

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Please refer to the Four-Year Plan for departmental recommended path towards graduation.

University Requirements:

ENGL 110 - Seminar in Composition (C- minimum)
First Year Seminar (FYS) (0-4 credits)
Discovery Learning Experience (DLE) (three credits)
Multicultural Requirement (three credits)
University Breadth Requirements (C- minimum):
- Creative Arts and Humanities (three credits)
- History and Cultural Change (three credits)
- Social and Behavioral Sciences (three credits)
- Mathematics, Natural Sciences, and Technology (three credits)
Capstone Experience

Major Requirements:

BUAD 110 - Basics of Business Credit(s): 3 (FYS)
Three-credit ECON course (ECON 251 , or 300-level or higher).
COMM 212 - Public Speaking & Professional Presentation Credit(s): 3
or
HOSP 230 - Executive Presentations and Problem Solving Credit(s): 3 (preferred in sophomore year)
MATH 221 - Calculus I Credit(s): 3 (C- minimum grade)
STAT 200 - Basic Statistical Practice Credit(s): 3 (C- minimum grade)
ECON 306 - Introduction to Econometrics Credit(s): 3 (C- minimum grade)
or
MISY 262 - Fundamentals of Business Analytics Credit(s): 3 (C- minimum grade)

Additional Breadth Requirements:

Additional six credits from Creative Arts and Humanities and/or History and Cultural Change and/or foreign language instruction..
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).

One of the following:

ENGL 301 - Advanced Writing Credit(s): 3
ENGL 312 - Written Communications in Business Credit(s): 3
ENGL 410 - Technical Writing Credit(s): 3

Business Core:

Students must earn a grade of C- or better

ACCT 352 - Law and Social Issues in Business Credit(s): 3
or
ACCT 350 - Business Law I Credit(s): 3
and
ACCT 351 - Business Law II Credit(s): 3
MISY 160 - Business Computing: Tools and Concepts Credit(s): 3
MISY 261 - Business Information Systems Credit(s): 3

Note:

Only one of MISY 261 , MISY 225 , or ACCT 302 will count toward graduation.

Additional Coursework:

Students must earn a grade of C- or better

ACCT 207 - Accounting I Credit(s): 3
ACCT 208 - Accounting II Credit(s): 3
BUAD 301 - Introduction to Marketing Credit(s): 3
BUAD 306 - Introduction to Service and Operations Management Credit(s): 3
BUAD 309 - Organizational Behavior Credit(s): 3
ECON 101 - Introduction to Microeconomics Credit(s): 3
ECON 103 - Introduction to Macroeconomics Credit(s): 3
FINC 311 - Principles of Finance Credit(s): 3

Core:

Students must earn a grade of C- or better

ACCT 313 - Taxation for Business and Investment Planning Credit(s): 3
or
ACCT 413 - Income Tax Accounting Credit(s): 3
ACCT 418 - Estate Planning Credit(s): 3
FINC 312 - Intermediate Financial Management Credit(s): 3
FINC 314 - Investments Credit(s): 3
FINC 320 - Principles of Financial Planning Credit(s): 3
FINC 321 - Insurance Planning Credit(s): 3
FINC 322 - Retirement Planning Credit(s): 3
FINC 425 - Financial Plan Development Credit(s): 3

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).

Electives:

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.

Financial Planning and Wealth Management (BS)

University Requirements:

Major Requirements:

Additional Breadth Requirements:

One of the following:

Business Core:

Note:

Additional Coursework:

Core:

Professional Electives:

Electives:

Credits to Total a Minimum of 121

Last Revised for 2022-2023 Academic Year