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 | ||
| SOBA 209V | Introduction to Business Ethics | 1 |
| MATH 117Q | Quantitative Analysis for Business | 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 |
| BSAN 250 | Business Systems Analytics | 1 |
| General Education Requirement* | 1 | |
| General Elective | 1 | |
| Term Units | 4 | |
| Spring | ||
| MGMT 305 | Management and Leadership | 1 |
| International General Education Requirement1 | 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 | ||
| STAT 301Q | Business Statistics | 1 |
| FINA 311 | Financial Management | 1 |
| MKTG 315 | The Marketplace and Consumers | 1 |
| FINA 318 | Fundamentals of Financial Planning | 1 |
| Term Units | 4 | |
| Spring | ||
| Junior Seminar | 1 | |
| FINA 320 | Investments | 1 |
| FINA 303 | Money and Financial Institutions | 1 |
| FINA 402 | Estate Planning and Insurance | 1 |
| Term Units | 4 | |
| Fourth Year | ||
| Fall | ||
| ACCT 301 | Federal Taxation of Individuals | 1 |
| FINA 401 | Retirement Planning | 1 |
| General Elective | 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 TWO (2) 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.)
- 1
Select one of the following: INTL 201B, MKTG 420B, ECON 201H, HIST 376S, INSU 201H, WLGC 301B.