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

Requirements for business administration, finance, B.S., specialization 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 4150 - Introduction to Taxation (3)
• FIN 3600 - Investment Analysis (3)
• FIN 3680 - Financial Modeling (3)
• FIN 3720 - Managerial Finance II (3)
• FIN 3990 - ACHIEVE III - Finance (0)

• + in lieu of ACC 3010 (3), students may substitute (ACC 3100 (3) and ACC 3110 (3)) or (ACC 4001 (3) and ACC 4002 (3))

3. Electives - 3 credits - choose 1 elective

• FIN 4180 - Financial Markets and Institutions (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.

Students who have taken FIN 3680  and are on a previous catalog, can count this as a required major course.