These requirements are for students who matriculated in academic year 2024-2025. Students who matriculated prior to fall 2024 should refer to the Archives to view the requirements for their Bulletin year.
Summary of Requirements
University Requirements
All new students are required to complete the university's General Education (GenEd) curriculum.
Note that students not continuously enrolled who have not been approved for a Leave of Absence or study elsewhere must follow University requirements current at the time of re-enrollment.
College Requirements
Students must meet College Graduation Requirements for the Bachelor of Business Administration, including the requirements of the major listed below. Students must attain an overall GPA of 2.0 and a 2.0 GPA in the major to graduate as a Financial Planning major.
Major Requirements
Students must follow the Major Requirements and College Requirements current at the time of declaration. Students not continuously enrolled who have not been approved for a Leave of Absence or study elsewhere must follow University, College, and Major requirements current at the time of re-enrollment.
Requirements of Financial Planning Major
| Code | Title | Credit Hours |
|---|---|---|
| FIN 3507 | Security Analysis and Portfolio Management | 3 |
| FIN 3519 | Wealth Management | 3 |
| LGLS 3501 | Introduction to Corporate Compliance | 3 |
| LGLS 3519 | Tax, Estate and Trust Planning | 3 |
| RMI 3519 | Insurance, Benefits and Retirement Planning | 3 |
| FIN 4598 | Seminar in Financial Planning 1 | 3 |
| Total Credit Hours | 18 | |
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This major capstone is taken in the final semester, and all prerequisites must be met.