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2022-2023 University Catalog
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major: Financial Planning

Degree: Bachelor of Business Administration 2022-2023

Osprey Map (Course Sequence Guide)

Prerequisites (21 credits)

21 semester hours are required. A 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 MACX231
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 Principles of 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) It is important to follow your Osprey Map for course sequencing of your Financial Planning major courses. FIN4556 Behavioral Finance should not be planned to take in the same semester as FIN4132 or FIN4128 as there will likely be a time conflict.

FIN3124 Financial Planning (3 Credits)
Co-requisite required: FIN 3403
FIN4504 Investments (3 Credits)
Prerequisite(s) required: FIN 3403
MAR4400 Professional Selling (3 Credits)
Prerequisite required: MAR3023
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 1 Course:
FIN 4556 Behavioral Finance
Prerequisite: FIN 4504
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