Finance: Financial Planning Transfer Pathway

Academic Advising

 

3rd Year/Fall Semester

Course No. Course Name Credits
Math 130 Finite Math & Intro to Calculus 4
BUS 295 Professional Preparation for Business Careers 2
FINA 362 Business Finance 3
FINA 467 Insurance & Risk Management 3
Gen Ed Goal to be determined based on goals remaining 3
Semester Credits Total 15

Notes:

  • One Gen. Ed. course should also be writing intensive.

3rd Year / Spring Semester

Course No. Course Name Credits
MGMT 300 Intro to MIS 3
IBUS 380 Principles of International Business 3
FINA 460 Investments 3
FINA 470 Personal Insurance 3
Gen Ed Goal to be determined based on goals remaining 3
Semester Credits Total 15

4th Year / Fall Semester

Course No. Course Name Credits
FINA 459 Personal Financial Planning 3
MGMT 346 Production Operations Management 3
ACCT 330 Individual Income Tax 3
Major Elective Financial Planning Emphasis Required Elective-consult with advisor 3
Gen Ed Goal to be determined based on goals remaining 3
Semester Credits Total 15

4th Year / Spring Semester

Course No. Course Name Credits
MGMT 481 Business Policy & Strategy 3
FINA 462 Strategic Financial Management 3
FINA 464 Financial Institutions & Markets 3
Major Elective Financial Planning Emphasis Required Elective-consult with advisor 3
Gen Ed / Elective Gen Ed if needed or elective to reach 120 credits for graduation 3
Semester Credits Total 15

Award: BS

Degree: Finance: Financial Planning

Total Credits: 60