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 314||Insurance||Co-req: FIN 333 & FIN 363|
|FIN 333||Fixed Income Securities & Markets||FIN 301 with a grade of B- or higher|
|FIN 363||Equity Securities & Markets||FIN 301 with a grade of B- or higher|
|FIN 423||Financial Management||FIN 333 & FIN 363, or permission of the department chair|
|FIN 444||Financial Planning||FIN 333 & FIN 363|
|FIN 465||Derivative Securities & Markets||FIN 333 & FIN 363, or permission of the department chair|
|ACCT 311||Financial Reporting I||ACCT 220 with a grade of C or higher|
|ACCT 430||Federal Income Tax I||ACCT 311 with a grade of C or higher|
Six hours chosen from the following (3 credit hours each):
|FIN 316||Real Estate||Co-req: FIN 333 & FIN 363|
|FIN 473||Financial Markets and Institutions||Co-req: FIN 333 & FIN 363|
|FIN 482||Financial 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 444||Personal Selling||MKT 300|
|ACCT 638||Wealth Preservation||ACCT 430 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 301 & ACCT 311|
|Junior Year: Second Semester||FIN 333, FIN 363, & ACCT 430|
|Senior Year: First Semester||FIN 423, FIN 465, & FA elective|
|Senior Year: Second Semester||FIN 314, FIN 444, & FA elective|