Requirements for the Financial Planning Major

All students majoring in Financial Planning must complete the following GEP requirements (please see section in the catalog on the General Education Program for details).

Signature courses: six courses

Variable courses: six to nine courses

Integrated Learning Component (ILC): three courses including:

Required:

ECN 102	Macroeconomics
MAT 123	Differential Calculus
	Or
MAT 156	Applied Calculus II:
	Or
MAT 162	Calculus II:

* The Finance Department recommends that students who satisfy the GEP Math Beauty requirement by taking either MAT 155 or MAT 161 take the second course in the sequence (MAT 156 or MAT 162) as the second FPL ILC course. However, these students also have the option of fulfilling this ILC requirement by taking any other MAT class (100-level or above, excluding first-year seminars). All FPL majors must take at least one calculus course (MAT 123, MAT 155, or MAT 161), and two Math classes in total (excluding first-year seminars).

For the third ILC course, students must take one additional course (excluding first year seminars) from Economics, English, Math, Philosophy, Political Science, Psychology, or Sociology.

Free electives: six courses

Business Foundation: ten courses

ACC 101	Concepts of Financial Accounting
ACC 102	Managerial Accounting
DSS 200	Introduction to Information Systems
DSS 210	Business Statistics
DSS 220	Business Analytics
FIN 200	Introduction to Finance
MGT 110 or 120	Essentials of Organizational Behavior or Essentials of Management
MGT 360	Legal Environment of Business
MKT 201	Principles of Marketing
BUS 495	Business Policy

Major Concentration: six courses

Required Courses:

ACC 315	Federal Income Taxation
FPL 200	Personal Financial Planning
FPL 300	Retirement Planning
FPL 301	Estate Planning
RMI 200	Introduction to Risk Management and Insurance

One elective:

One of the following courses:

Financial Planning

FPL 400	Financial Plan Development
FPL 470	Topics in Financial Planning
FPL 493-494	Individual Research in Financial Planning

Risk Management and Insurance

RMI 300	Property and Casualty Insurance
RMI 301	Corporate Risk Management
RMI 401	Alternative Risk Financing
RMI 470	Topics in RMI
RMI 493-494	Individual Research in RMI

Finance

FIN 201	Markets & Institutions
FIN 300	Intermediate Finance
FIN 301	Investments
FIN 302	International Finance
FIN 303	Small Business Finance
FIN 304-305	Honors Research in Finance
FIN 400	Mergers & Acquisitions
FIN 401	Student Managed Funds
FIN 402	Portfolio Management
FIN 403	Derivative Securities
FIN 470	Selected Topics in Finance
FIN 493-494	Individual Research in Finance

Up one level: Financial Planning Major