Financial Planning Track
Finance is the study of financial markets, institutions, the valuations of assets, and the allocation of assets to achieve desired financial goals.
Globalized World. Global Skills.
The Cook School’s business concentration in finance prepares students for successful careers in finance in the ever-increasing global economy. In addition to gaining professional finance knowledge, students will develop strong analytical, communication, problem-solving, decision-making, and electronic spreadsheet skills for success in today’s environment.
B.S. in Business Administration - Financial Planning Track
The Financial Planning (FP) Track within the Finance concentration consists of a prescribed set of six (6) finance and two (2) accounting courses along with two (2) electives. The purpose of the track is to prepare students to pass the CFP exam.
For full course descriptions, please click here.
|FIN 3140||Insurance||Co-req: FIN 3330 & FIN 3630|
|FIN 3330||Fixed Income Securities & Markets||FIN 3010 with a grade of B- or higher|
|FIN 3630||Equity Securities & Markets||FIN 3010 with a grade of B- or higher|
|FIN 4230||Financial Management||FIN 3330 & FIN 3630, or permission of the department chair|
|FIN 4440||Financial Planning||FIN 3330 & FIN 3630|
|FIN 4650||Derivative Securities & Markets||FIN 3330 & FIN 3630, or permission of the department chair|
|ACCT 3110||Financial Reporting I||ACCT 2200 with a grade of C or higher; minimum 2.70 SLU cumulative GPA|
|ACCT 4300||Federal Income Tax I||ACCT 3110 with a grade of C or higher; minimum 2.70 SLU cumulative GPA|
Six hours chosen from the following (3 credit hours each):
|FIN 3160||Real Estate||Co-req: FIN 3330 & FIN 3630|
|FIN 4730||Financial Markets and Institutions||Co-req: FIN 3330 & FIN 3630|
|FIN 4912||Financial Planning Internship||FIN 3330, FIN 3630, permission of the department chair, junior or senior standing, & completion of 12 hours of accounting with at least 6 hours at the 300 level|
|MKT 4440||Personal Selling||MKT 3000|
|ACCT 6380||Wealth Preservation||ACCT 4300 with a grade of C or higher & senior standing with a cumulative GPA of at least 3.0|
Recommended Sequence of Courses
|Junior Year: First Semester||FIN 3010 & ACCT 3110|
|Junior Year: Second Semester||FIN 3330, FIN 3630, & ACCT 4300|
|Senior Year: First Semester||FIN 4230, FIN 4650, & FA elective|
|Senior Year: Second Semester||FIN 3140, FIN 4440, & FA elective|