• Financial Services Program

    The major in financial services is designed for the student who is interested in a career in the dynamic financial services sector which includes personal financial planning, banking, insurance, and related areas.

     

    Financial Planning Concentration

    This concentration integrates finance, accounting, employee benefits, and insurance. The objective is to prepare students for careers in the growing fields of financial services and financial planning. This concentration also emphasizes communication skills. The curriculum is designed to prepare students for the examinations leading to professional designations such as Certified Financial PlannerTM (CFP TM) and Chartered Financial Consultant (ChFC).

    The selection of courses for the major in financial services should be arranged by students with their academic advisor in conformance with the general requirements outlined below.

    CFPTM and Certified Financial PlannerTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

     

    The requirements for a major in financial services are:

    • Prerequisites for Coggin College of Business: 60 lower-level credit hours from an approved institution (See accounting curriculum for complete details).
    • Requirements to earn the Bachelor of Business Administration degree with a major in Financial Services are listed below.

     

    IMPORTANT NOTICES:
    Please see an advisor for an OFFICIAL program of study. This program is pending evaluation of official transcripts.
    • You must complete prerequisites before registering for any course. Refer to the Course Catalog for details.
    • View the My Osprey Map [Course Sequence Guide]  to keep on track for graduation – should be used in consultation with an academic advisor after admission to UNF.
    • A student may receive credit for a course only once. However, the GPA will reflect all repeated courses.
    • This program is subject to a student fully admitted into the Coggin College of Business.
    • An approved dual enrollment form is required prior to registering for courses at another institution. Students are not allowed to enroll in courses at another institution during their last semester at UNF.

     

  • Major: Financial Services
    Concentration: Financial Planning
    Degree: Bachelor of Business Admin.
    Prerequisites (21 credits)
    21 semester hours are required. Grade of "C" or better is required for all prerequisites.
    ACG2021 Prin of Financial Accounting (3 Credits)
    Acceptable substitute: ACGX021, ACGX022 or (ACGX001 and ACGX011)
    ACG2071 Prin Managerial Accounting (3 Credits)
    Acceptable substitute: ACGX071 or ACGX301
    CGS1100 Computer Applications for Busi (3 Credits)
    Acceptable substitute: CGSX100, CGSX530, CGSX570, CGSX060, CGSX100C, CGSX531, CGSX000, or ISMX000 (or demonstrated competency)
    ECO2013 Principles of Macroeconomics (3 Credits)
    Acceptable substitute: ECOX013
    ECO2023 Principles of Microeconomics (3 Credits)
    Acceptable substitute: ECOX023
    MAC2233 (GM)Calculus for Business (3 Credits)
    Acceptable substitute: MACX233 or MACX230
    STA2023 (GM) Elem Statistics-Business (3 Credits)
    Acceptable substitute: STAX023, STAX122, or QMBX100
    Core Requirements (18 credits)
    18 semester hours are required. A grade of "C" or better is required in all core courses. MAN4720 is taken in a student's last semester. FIN3403, MAN3025, & MAR3023 must be completed prior to taking MAN4720.
    BUL3130 Legal Environment of Business (3 Credits)
    FIN3403 Financial Management (3 Credits)
    MAN3025 Administrative Management (3 Credits)
    MAR3023 Principles of Marketing (3 Credits)
    MAN3504 Operations Management (3 Credits)
    MAN4720 Strategic Mgmt Business Policy (3 Credits)
    You must pre-apply at www.unf.edu/coggin for MAN4720
    Major Requirements (30 credits)
    This program requires 30 hours in the major. A grade of "C" or better is required in all major courses. (There are no substitutions allowed for FIN3303, FIN4504, FIN4514, FIN4132, FIN4128, RMI3011, & RMI4135.) (TAX3001 may be substituted for TAX3721)
    FIN3303 Financial Institutions (3 Credits)
    (formerly FIN3233)
    FIN4504 Investments (3 Credits)
    FIN4604 International Finance (3 Credits)
    ISM4011 Intro Management Info Systems (3 Credits)
    TAX3721 Tax Plan in Financial Decision (3 Credits)
    FIN4514 Securities Analysis/Portf Mgmt (3 Credits)
    RMI4135 Employee Benefit Plans (3 Credits)
    (RMI4135 - to be taken in Spring semester)
    RMI3011 Risk Management and Insurance (3 Credits)
    Normally only offered in the Spring semester
    FIN4132 Estate Planning (3 Credits)
    Normally only offered in the Spring semester
    FIN4128 Financial Plan Development (3 Credits)
    Required Business (6 credits)
    Six semester hours are required. A grade of "C" or better is required for all courses in this area.
    ECO3203 Intermediate Macroeconomics (3 Credits)
    ECO3411 Business/Economic Statistics (3 Credits)
    Non-Business Requirements (6 credits)
    6 Semester hours are required. A grade of "C" or better is required for all courses in this area. The Cultural Diversity course should be chosen from the list at: http://www.unf.edu/coggin/advising/cultural_diversity.aspx
    SPC4064 Public Speaking Professionals (3 Credits)
    If you took Public Speaking at the lower level (1000 -2000) You may substitute any upper level (3000-4000) elective for SPC4064.
    AND one cultural diversity course