Financial Planning Track Requirements: 21 Credits

ACC 343Principles of Taxation3
FIN 340Principles of Insurance3
FIN 353Personal Financial Planning3
FIN 325Investment Analysis3
FIN 511Retirement Planning and Employee Benefits3
FIN 512Estate Planning and Taxation3
Financial Planning Capstone (FIN 479) 13
Total Credits21

 No exceptions or substitutions will be made. Financial Planning majors must take FIN 479 Seminar in Finance : Cases in Financial Planning.

There are no substitutions for this major. One business elective outside of finance is required. If FIN 558 is taken to fulfill the global business requirement and also as a major elective, finance majors must take two business electives. At least one of the two business electives must be outside of finance.  A business elective is any upper division business class (EXCEPT MKT 319, MGT 301, MGT 385 and FIN 301).  Business foundation classes are not considered business electives.  If a student double majors, courses taken as part of the second major fulfill the business electives requirement.