Financial Planning and Wealth Management (BS)

Program Educational Goals

The Financial Planning and Wealth Management major at the University of Delaware established the following learning objectives based on the guiding principles established by the Association to Advance Collegiate Schools of Business (AACSB) to ensure student success. The program uses course grades and assessments of assignments to ensure that these objectives are met.

Financial planning graduates from the University of Delaware will be able to:

Comprehend time value of money principles, the operation of financial markets, the relation between risk and expected return, the measurement of diversification benefits, and other tools utilized in investment management.
Evaluate the current income tax and estate tax landscape in order to facilitate effective decision making to minimize the impact of future tax liabilities as well as accomplish client goals as related to legacy planning.
Analyze existing risk management techniques and formulate forward looking strategies which ensure the relevant risks are retained, shared, or transferred.
Interpret current regulations and implications of Employee Retirement Income Security Act of 1974 (ERISA) law including include employer-sponsored retirement plans, such as 401(k)s, pensions, deferred compensation plans, and profit-sharing plans

Four Year Plan

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

University Requirements:

ENGL 110 - First-Year Writing (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:

All courses required for the major will have a grade minimum of C-. This includes all breadth classes and all other required coursework (besides free elective courses).

BUAD 110 - Basics of Business Credit(s): 3 (FYS)
Three-credit ECON course (ECON 251 , or 300-level or higher). Cross-listed courses may apply.
COMM 212 - Public Speaking & Professional Presentation Credit(s): 3
or
HOSP 230 - Executive Presentations and Professional Development Credit(s): 3 (preferred in sophomore year)
MATH 221 - Calculus I Credit(s): 3
STAT 200 - Basic Statistical Practice Credit(s): 3
ECON 306 - Data Analysis for Economics and Business Credit(s): 3
or
MISY 262 - Fundamentals of Business Analytics Credit(s): 3

Major Breadth Requirements:

Twelve credits of Creative Arts and Humanities, and/or History and Cultural Change, and/or foreign language courses. Foreign language courses can include ARAB, FREN, CHIN, GRMN, GREK, HEBR, ITAL, JAPN, KORE, LATN, PORT, RUSS, SPAN at the 100-level or above. Courses used to fulfill the University breadth requirements above may also be used to fulfill this major breadth requirement.
Six credits from Social & Behavioral Sciences. Courses used to fulfill the University breadth requirements above may also be used to fulfill this major breadth requirement excluding ECON 101 , ECON 103 , BUAD 301 and BUAD 309 .
Seven credits from Mathematics, Natural Sciences, and Technology, including one Lab credit (ECON 415 , CISC, STAT, and MATH courses may not apply). Courses used to fulfill the University breadth requirements above may also be used to fulfill this major breadth requirement. Acceptable courses to satisfy lab requirement include:

ARTC 210 - Science of Color Phenomena Credit(s): 4
BISC 104 - Principles of Biology with Laboratory Credit(s): 4
BISC 113 - General Biology Laboratory Credit(s): 1
BISC 115 - Human Heredity and Development Laboratory Credit(s): 1
BISC 116 - Elementary Human Physiology Laboratory Credit(s): 1
BISC 117 - Elementary Evolutionary Ecology Laboratory Credit(s): 1
BISC 207 - Introductory Biology I Credit(s): 4
BISC 208 - Introductory Biology II Credit(s): 4
CHEM 131 - General Chemistry Laboratory Credit(s): 1
CHEM 132 - General Chemistry Laboratory Credit(s): 1
CHEM 133 - General Chemistry Laboratory Credit(s): 1
CHEM 134 - General Chemistry Laboratory Credit(s): 1
ENWC 215 - Insects and Society Laboratory Credit(s): 1
GEOG 111 - Physical Geography Laboratory Credit(s): 1
GEOG 152 - Climate and Life Credit(s): 4
GEOG 221 - Meteorology Lab Credit(s): 1
GEOL 107 - Geology of Dynamic Earth Credit(s): 4
GEOL 110 - Earth’s Evolving Systems Credit(s): 4
GEOL 113 - Earth Science Credit(s): 4
GEOL 115 - Geological Hazards Laboratory Credit(s): 1
KAAP 309 - Human Anatomy and Physiology I Credit(s): 4
KAAP 310 - Human Anatomy & Physiology II Credit(s): 4
PHYS 133 - Introduction to Astronomy Credit(s): 4
PHYS 203 - Fundamentals of Physics with Biomedical Applications I Credit(s): 4
PHYS 204 - Fundamentals of Physics with Biomedical Applications II Credit(s): 4
PHYS 221 - Introductory Physics Laboratory I Credit(s): 1
PHYS 222 - Introductory Physics Laboratory II Credit(s): 1
PHYS 227 - Fundamentals of Physics Laboratory I Credit(s): 1
PHYS 228 - Fundamentials of Physics Laboratory II Credit(s): 1
SCEN 101 - Physical Science Credit(s): 4
SCEN 102 - Physical Science Credit(s): 4
SCEN 105 - Science on the Scene Credit(s): 4
SCEN 107 - Snack Science Credit(s): 4
SCEN 109 - Art of Botany Credit(s): 4
SCEN 111 - Revolutionary Science Credit(s): 4
SCEN 115 - Origami Science Fablab/Makerspace Credit(s): 4
SCEN 117 - Citizen Science Credit(s): 4
SCEN 119 - Transforming Solar Energy Credit(s): 4

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:

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 Fundamentals Credit(s): 3
MISY 261 - Business Information Systems Credit(s): 3

Note:

Additional Coursework:

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:

Out of the following courses, students can transfer in only one from another AACSB accredited institution (FINC 311 , FINC 312 , or FINC 314 ).

None of the following courses can be transferred in from any other Institution: FINC 320 , FINC 321 , FINC 322 , ACCT 313 , ACCT 418 , FINC 425 .

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). Cross-listed courses may apply.

Electives:

After required courses are completed, sufficient credits must be taken to meet the minimum credits required for the degree. Only one of MISY 261 , MISY 225 , or ACCT 302 will count toward minimum total credits in this major. Electives courses can be chosen from inside or outside the Alfred Lerner College of Business & Economics, and no more than two credits from HBNS 120 may apply.