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Dec 05, 2025
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2025-2026 Undergraduate Catalog
Financial Planning and Wealth Management (BS)
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 Return to: Alfred Lerner College of Business and Economics
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
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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).
Applicability of transfer coursework to Lerner majors: Coursework at the 300-level or higher may be transferred from AACSB-accredited institutions only unless credit is earned through an approved articulation agreement or approved study abroad program. Courses at the 100- and 200-level may be transferred from any institution following UD’s standard transfer credit policy. Only one of the following courses may be transferred: FINC 311, FINC 312, FINC 314. Only two of the following courses may be transferred: ACCT 207, ACCT 315, ACCT 350, ACCT 351, ACCT 352, BUAD 301, BUAD 306, BUAD 309, BUAD 441, ECON 101, ECON 103, ECON 308, MISY 160, MISY 261. FINC 320, FINC 321, FINC 322, ACCT 313, ACCT 418, and FINC 425 must be completed at the University of Delaware.
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:
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. Credits to Total a Minimum of 121
Last Revised for 2025-2026 Academic Year
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Return to: Alfred Lerner College of Business and Economics
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