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Financial Planning Track

undergraduate-programs-concentrations-financial-planning-slu-cook-businessFinance 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.

Course Options

Required Courses

 CourseTitle Prerequisites
FIN 3140Insurance Co-req: FIN 3330 & FIN 3630
FIN 3330Fixed Income Securities & Markets FIN 3010 with a grade of B- or higher 
FIN 3630Equity Securities & Markets FIN 3010 with a grade of B- or higher 
FIN 4230Financial Management  FIN 3330 & FIN 3630, or permission of the department chair 
FIN 4440Financial Planning FIN 3330 & FIN 3630 
FIN 4650Derivative Securities & MarketsFIN 3330 & FIN 3630, or permission of the department chair
ACCT 3110Financial Reporting IACCT 2200 with a grade of C or higher; minimum 2.70 SLU cumulative GPA
ACCT 4300Federal Income Tax IACCT 3110 with a grade of C or higher; minimum 2.70 SLU cumulative GPA

 

Six hours chosen from the following (3 credit hours each):

 CourseTitle Prerequisites
FIN 3160Real EstateCo-req: FIN 3330 & FIN 3630
FIN 4730Financial Markets and InstitutionsCo-req: FIN 3330 & FIN 3630
FIN 4912Financial 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 4440Personal Selling MKT 3000
ACCT 6380Wealth PreservationACCT 4300 with a grade of C or higher & senior standing with a cumulative GPA of at least 3.0 

Recommended Sequence of Courses

 SemesterCourses
Junior Year: First SemesterFIN 3010 & ACCT 3110
Junior Year: Second SemesterFIN 3330, FIN 3630, & ACCT 4300 
SummerInternship (Optional) 
Senior Year: First SemesterFIN 4230, FIN 4650, & FA elective 
Senior Year: Second SemesterFIN 3140, FIN 4440, & FA elective