Financial Planning Track Requirements: 21 Credits
|ACC 343||Principles of Taxation||3|
|FIN 340||Principles of Insurance||3|
|FIN 353||Personal Financial Planning||3|
|FIN 325||Investment Analysis||3|
|FIN 511||Retirement Planning and Employee Benefits||3|
|FIN 512||Estate Planning and Taxation||3|
|Financial Planning Capstone (FIN 479) 1||3|
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.