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2019-2020 Catalog
Financial Planning (Bachelor of Business Admin.)

Program Description for Financial Planning

Major: 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)

Prerequisite(s) required: MAC 1105 Acceptable substitute: ACGX021, ACGX022 or (ACGX001 and ACGX011)

ACG2071 Prin Managerial Accounting (3 Credits)

Prerequisite(s) required: ACG 2021 and MAC 1105 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)

Prerequisite(s) required: MAC 1105 Acceptable substitute: MACX233 or MACX230

STA2023 (GM) Elem Statistics-Business (3 Credits)

Prerequisite(s) required: MAC 1105 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.

BUL3130 Legal Environment of Business (3 Credits)

Prerequisite(s) required: 20 or more earned credits

FIN3403 Financial Management (3 Credits)

Prerequisite(s) required: ACG 2071, ECO 2023 and STA 2023

MAN3025 Administrative Management (3 Credits)

Prerequisite(s) required: 36 or more earned credits

MAR3023 Principles of Marketing (3 Credits)

MAN3504 Operations Management (3 Credits)

Prerequisite(s) required: STA 2023

MAN4720 Strategic Mgmt Business Policy (3 Credits)

Prerequisite(s) required: FIN 3403, MAN 3025 and MAR 3023; must be taken in final semester.
Students must submit an online MAN 4720 application before registration.

  • Fall policy applications available June 1-30
  • Spring policy applications available October 1-31
  • Summer policy applications available March 1-31

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 FIN4504, FIN4514, FIN4132, FIN4128, RMI3011, & RMI4135.) (TAX3001 may be substituted for TAX3721)

FIN3124 Financial Planning (3 Credits)

Co-requisite required: FIN 3403

FIN4504 Investments (3 Credits)

Prerequisite(s) required: FIN 3403

ISM4011 Intro Management Info Systems (3 Credits)

Prerequisite(s) required: MAN 3025 and CGS 1100

TAX3721 Tax Plan in Financial Decision (3 Credits)

Prerequisite(s) required: ACG 2021; Co-requisite required: FIN 3124

FIN4514 Securities Analysis/Portf Mgmt (3 Credits)

Prerequisite(s) required: FIN 4504

RMI4135 Employee Benefit Plans (3 Credits)

Prerequisite(s) required: MAN 3025; Co-requisite: FIN 3124

RMI3011 Risk Management and Insurance (3 Credits)

Co-requisite required: FIN 3124

FIN4132 Estate Planning (3 Credits)

Prerequisite(s) required: TAX 3721

FIN4128 Financial Plan Development (3 Credits)

Prerequisite(s) required: FIN 4504, RMI 3011, RMI 4135, and TAX 3721; Co-requisite required: FIN 4132

SELECT ONE Course

Take either: FIN 4556 Behavioral Finance (prereq: FIN 4504) OR FIN 4940 Financial Planning Internship

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)

Prerequisite(s) required: ECO 2013; Co-requisite: ECO 3411

ECO3411 Business/Economic Statistics (3 Credits)

Prerequisite(s) required: STA 2023 or approved equivalency

Non-Business Requirements (6 credits)

6 Semester hours are required. A grade of "C" or better is required for all courses in this area.

ENC3202 Prof. Comm. Business (3 Credits)

ENC 3250 Business Communication taken Spring or Summer 2019 will fulfill this course requirement.

AND one cultural diversity course

The Cultural Diversity course should be chosen from the list on the Coggin Advising website