Advising Course Plan - Finance Major - Certified Financial Planning Concentration

First Year
FallUnits
FSEM 100First Year Seminar1
ECON 104SFoundations of Economics I1
SOBA 200Professional Communications1
General Education Requirement*1
 Term Units4
Spring
MATH 122QCalculus for Business Decisions1
SOBA 209VIntroduction to Business Ethics1
General Education Requirement*1
General Education Requirement (Creative Arts or Language 102L level or above)1
 Term Units4
Second Year
Fall
ACCT 201Fundamentals of Accounting1
SOBA 201Fundamentals of Financial Analysis1
General Education Requirement*1
General Elective1
 Term Units4
Spring
SOBA 202Fundamentals of Organizations and Markets1
INTL 201International Business and Culture1
General Elective1
General Elective1
 Term Units4
Summer
Transfer students may need to satisfy some requirements in Summer. 
 Term Units0
Third Year
Fall
SOBA 203Fundamentals of Marketing and Technology1
STAT 301QBusiness Statistics1
General Elective1
FINA 318Fundamentals of Financial Planning1
 Term Units4
Spring
Junior Seminar1
FINA 320Investments1
FINA 303Money and Financial Institutions1
FINA 402Estate Planning and Insurance1
 Term Units4
Fourth Year
Fall
ACCT 301Federal Taxation of Individuals1
FINA 401Retirement Planning1
General Elective1
General Elective1
 Term Units4
Spring
FINA 423Certified Financial Planning Capstone1
MGMT 495Strategic Management1
General Elective1
General Elective1
 Term Units4
Total Unit: 32
*

Any General Education Courses in these categories: ONE (1) course unit from (A) Creative Art OR Modern Language; ANY THREE (3) course units from (B) Culture and Belief, (S) Individual, Society & Social Systems, (H) Historical Inquiry, (P) Physical and Natural World, (Q) Quantitative Reasoning, Modern Language course at any level, or (A) Creative Art (includes A, or MUSC, MUSA, or MUSE credit courses.)