Advising Course Plan - Finance Major - Certified Financial Planning Concentration
| First Year | ||
|---|---|---|
| Fall | Units | |
| FSEM 100 | First Year Seminar | 1 |
| ECON 104S | Foundations of Economics I | 1 |
| SOBA 200 | Professional Communications | 1 |
| General Education Requirement* | 1 | |
| Term Units | 4 | |
| Spring | ||
| MATH 122Q | Calculus for Business Decisions | 1 |
| SOBA 209V | Introduction to Business Ethics | 1 |
| General Education Requirement* | 1 | |
| General Education Requirement (Creative Arts or Language 102L level or above) | 1 | |
| Term Units | 4 | |
| Second Year | ||
| Fall | ||
| ACCT 201 | Fundamentals of Accounting | 1 |
| SOBA 201 | Fundamentals of Financial Analysis | 1 |
| General Education Requirement* | 1 | |
| General Elective | 1 | |
| Term Units | 4 | |
| Spring | ||
| SOBA 202 | Fundamentals of Organizations and Markets | 1 |
| INTL 201 | International Business and Culture | 1 |
| General Elective | 1 | |
| General Elective | 1 | |
| Term Units | 4 | |
| Summer | ||
| Transfer students may need to satisfy some requirements in Summer. | ||
| Term Units | 0 | |
| Third Year | ||
| Fall | ||
| SOBA 203 | Fundamentals of Marketing and Technology | 1 |
| STAT 301Q | Business Statistics | 1 |
| FINA 303 | Money and Financial Institutions | 1 |
| General Elective | 1 | |
| Term Units | 4 | |
| Spring | ||
| Junior Seminar | 1 | |
| FINA 318 | Fundamentals of Financial Planning | 1 |
| FINA 320 | Investments | 1 |
| General Elective | 1 | |
| Term Units | 4 | |
| Fourth Year | ||
| Fall | ||
| ACCT 301 | Federal Taxation of Individuals | 1 |
| FINA 401 | Retirement Planning | 1 |
| FINA 402 | Estate Planning and Insurance | 1 |
| General Elective | 1 | |
| Term Units | 4 | |
| Spring | ||
| FINA 423 | Certified Financial Planning Capstone | 1 |
| MGMT 495 | Strategic Management | 1 |
| General Elective | 1 | |
| General Elective | 1 | |
| Term Units | 4 | |
| 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.)