Business Administration, Finance Major, B.S., Specialization in Wealth Management

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Requirements for business administration, finance, B.S., specializing in wealth management

1. Required in the core - 3 credits

FIN 3220 - Managerial Finance I (3)

2. Required major courses - 15 credits

ACC 3010 - Financial Reporting and Analysis (3)
ACC 3500 - Federal Income Taxation (3)
FIN 3600 - Investment Analysis (3)
FIN 3680 - Financial Modeling (3)
FIN 3720 - Managerial Finance II (3)
+ in lieu of ACC 3010 (3), students may substitute ACC 3100 (3) and ACC 3110 (3)

3. Electives - 3 credits - choose 1 elective

FIN 4180 - Financial Institutions and Capital Markets (3)
FIN 4250 - Financial Derivatives (3)
FIN 4360 - Managing Investment Funds (3)
FIN 4600 - Investment Portfolio Management (3)
FIN 4900 - Special Topics in Finance (3)

4. Required capstone course - 3 credits

FIN 4779 - Estate, Retirement, and Education Planning (3)

Note

If an Actuarial Science student wants to switch to a Finance major, they can use FIN 3550 to satisfy the FIN 3220 requirement, but will still need to take FIN 3720. If a Finance major student wants to switch to an Actuarial Science major, they will need to use both FIN 3220 and FIN 3720 to satisfy the FIN 3550 requirement.