Trust Management Minor

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Lerner College Students Minor Requirements:

Minimum grade C required.

Lerner College Students Prerequisites:

Students must earn a grade of C- or better

ACCT 207 - Accounting I Credit(s): 3
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
FINC 311 - Principles of Finance Credit(s): 3

Minor 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 416 - Fiduciary Income Tax Credit(s): 3
ACCT 418 - Estate Planning Credit(s): 3
ACCT 450 - Legal Issues of Trust and Fiduciary Entities Credit(s): 3
FINC 426 - Trust Management Symposium Credit(s): 3

One of the following:

Students must earn a grade of C- or better

FINC 320 - Principles of Financial Planning Credit(s): 3
FINC 321 - Insurance Planning Credit(s): 3
FINC 322 - Retirement Planning Credit(s): 3
FINC 364 - Finance in Practice Credit(s): 3

Non-Lerner College Students Minor Requirements:

Students earning a degree outside Lerner College must take the Business Essentials Certificate , ACCT 352 , and the six required courses.

Business Core:

Students must earn a grade of C- or better

ACCT 200 - Survey of Accounting Credit(s): 4
ACCT 352 - Law and Social Issues in Business Credit(s): 3
BUAD 100 - Introduction to Business Credit(s): 3
ECON 100 - Economic Issues and Policies Credit(s): 3
FINC 200 - Fundamentals of Finance Credit(s): 3

Note:

*The University of Delaware Business Essentials Certificate (13 credits) requires the successful completeion of four courses (BUAD 100 , ECON 100 , ACCT 200 , and FINC 200 ). Each of these four courses has no pre-requisites and is open to all UD students regardless of college affiliation. Therefore, students whose primary major is outside of Lerner College will earn the Certificate in Business Essentials and the Trust Management Minor.

Minor Core:

Students must earn a grade of C- or better

ACCT 313 - Taxation for Business and Investment Planning Credit(s): 3
ACCT 416 - Fiduciary Income Tax Credit(s): 3
ACCT 418 - Estate Planning Credit(s): 3
ACCT 450 - Legal Issues of Trust and Fiduciary Entities Credit(s): 3
FINC 426 - Trust Management Symposium Credit(s): 3

One of the following:

FINC 320 - Principles of Financial Planning Credit(s): 3 (minimum C- required)
FINC 321 - Insurance Planning Credit(s): 3 (minimum C- required)
FINC 322 - Retirement Planning Credit(s): 3 (minimum C- required)
FINC 364 - Finance in Practice Credit(s): 3

Trust Management Minor

Lerner College Students Minor Requirements:

Lerner College Students Prerequisites:

Minor Core:

One of the following:

Non-Lerner College Students Minor Requirements:

Business Core:

Note:

Minor Core:

One of the following:

Minor Core Credits to Total a Minimum of 18

Last Revised for 2022-2023 Academic Year