Financial Services
Program
Information & Curriculum |
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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.
The financial planning track integrates finance, accounting, employee
benefits, and insurance. The objective is to prepare the student
for careers in the growing fields of financial services and financial
planning. This track also emphasizes communication skills. The curriculum
is designed to prepare students for the examinations leading to
professional designation such as Certified Financial Planner (CFP)©
and Chartered Financial Consultant (ChFC).
CFP© and Certified Financial
Planner© are federally registered marks
of the Certified Financial Planner Board of Standards, Inc. |
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| IMPORTANT NOTICES: |
| 1) |
Please see an advisor for
an OFFICIAL program of study.
This program is pending evaluation of official transcripts. |
| 2) |
You must complete
prerequisites before registering for any course.
Refer to the course
catalog for details. |
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Major: Financial
Services
Track: Financial Planning
Degree: Bachelor of Business Administration |
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Prerequisites: 21 Hours
Grade of "C" or better is required in prerequisites. |
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ACG 2021 |
Principles Financial Accounting
Sequence of ACG 2001/2011 may
be substituted or ACG 2021 |
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ACG 2071 |
Principles of Managerial Accounting |
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ECO 2013 |
Principles of Macroeconomics |
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ECO 2023 |
Principles of Microeconomics |
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CGS 1100 |
Computer Applications for Business
Demonstrated competency or one
of the following course equivalencies maybe substituted:
CGS 1530, CGS 1570, CGS 2060, CGS 2100, CGS 2531, CGS 2570,
CGS 2000, or MAN 2812 |
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MAC 2233 |
Calculus for Business
MAC x230 may be substituted for
MAC 2233 |
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STA 2023 |
Elementary Statistics for Business
QMB x100 or STA x122 may be substituted
for STA 2023 |
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Core Requirements: 21 Hours
Grade of "C" or better is required in all core courses. |
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FIN 3403 |
Financial Management |
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MAN 3025 |
Administrative Management |
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MAR 3023 |
Principles of Marketing |
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SOP 3004 |
Social Psychology |
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BUL 3130 |
Legal Environment of Business |
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MAN 3504 |
Production-Operations-Logistics Management |
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MAN 4720 |
Strategic Management Business Policy
*** TAKE IN FINAL TERM ***
FIN 3403, MAN 3025 and MAR 3023 must be successfully completed
prior to enrolling in MAN 4720
To take this course, all students must apply
online
(via the Advising webpage) approximately one month BEFORE
they wish to register for this course. |
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Major Requirements: 27 Hours
A grade of "C" or better is required in major requirements. |
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FIN 3233 |
Money and Banking |
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FIN 4504 |
Investments |
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FIN 4604 |
International Finance |
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ISM 4011 |
Introduction to Management Information Systems |
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TAX 3721 |
Tax Planning in Financial Decisions |
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FIN 4514 |
Security Analysis and Portfolio Management |
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RMI 4135 |
Employee Benefit Plans |
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RMI 3011 |
Risk Management and Insurance
To be taken in the Spring Term |
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FIN 4134 |
Estate Planning
To be taken in the Spring Term |
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Required Business: 6 Hours |
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ECO 3203 |
Intermediate Macroeconomics |
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ECO 3411 |
Business & Economic Statistics |
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Non-Business Requirements: 6 Hours
(3000-4000 level) |
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SPC 4064 |
Public Speaking for Professionals
Oral
Communication |
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See
listing |
Cultural Diversity
Select one from listing of approved Coggin
College cultural diversity or study abroad courses. |
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Notices |
| • |
A student may receive credit for a course only once. However,
the GPA will reflect all repeated courses. |
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This program is subject to a student fully admitted
into the Coggin College of Business. |
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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. |
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