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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 314Insurance Co-req: FIN 333 & FIN 363
FIN 333Fixed Income Securities & Markets FIN 301 with a grade of B- or higher 
FIN 363Equity Securities & Markets FIN 301 with a grade of B- or higher 
FIN 423Financial Management  FIN 333 & FIN 363, or permission of the department chair 
FIN 444Financial Planning FIN 333 & FIN 363 
FIN 465Derivative Securities & MarketsFIN 333 & FIN 363, or permission of the department chair
ACCT 311Financial Reporting IACCT 220 with a grade of C or higher; minimum 2.70 SLU cumulative GPA
ACCT 430Federal Income Tax IACCT 311 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 316Real EstateCo-req: FIN 333 & FIN 363
FIN 473Financial Markets and InstitutionsCo-req: FIN 333 & FIN 363
FIN 482Financial Planning Internship FIN 333, FIN 363, 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 444Personal Selling MKT 300 
ACCT 638Wealth PreservationACCT 430 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 301 & ACCT 311 
Junior Year: Second SemesterFIN 333, FIN 363, & ACCT 430 
SummerInternship (Optional) 
Senior Year: First SemesterFIN 423, FIN 465, & FA elective 
Senior Year: Second SemesterFIN 314, FIN 444, & FA elective