Roland E. Meidinger
A Mission of Excellence in Business Education
Department of
Business, Accounting, and Economics
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Recommended Course Sequences > Major in Financial Planning and Wealth Management
Accounting
Accounting/Financial Planning
Business Administration
Financial Planning and Wealth Mgmt.
Health and Fitness Administration
Liberal Arts Business Studies
Management Information Science
Business Administration (Minor)
Economics (Minor)

The schedule listed below is the recommended sequence of courses for the Bachelor of Arts degree with a Major in Financial Planning and Wealth Management. A faculty advisor from the Department of Business, Accounting, and Economics will assist you each semester in course selection and in tailoring your program to suit your individual needs and interests.
 

Freshman Year

Course Area
Course Number
Course Title
Credits

Acct

201

Principles of Accounting I
3

Acct

202

Principles of Accounting II
3

CS

140

Integrated Software Applications
3

Gen. Ed.

###

General Education Requirements
24
Sophomore Year

Course Area
Course Number
Course Title
Credits

Econ

201

Principles of Economics I: Microeconomics
3

Econ

202

Principles of Economics II: Macroeconomics
3

Comm

220

Interpersonal Communication
3

Math

105

Statistics
3

Gen. Ed.

###

General Education Requirements
24
Junior Year

Course Area
Course Number
Course Title
Credits

Busn

301

Introduction to Financial Planning
1

Busn

315

Business Law I
3

Busn

320

Marketing
3

Busn

321

Business Management
3

Busn

330

Sales and Sales Management
3

Busn

351

Financial Management
3

Econ

309

Global Financial Markets
3

Gen. Ed./Elective

###

General Education Requirements/Elective Credits
6-12

Plus either Set A (offered in alternate years):

Acct

355

Income Tax Accounting I
3

Busn

305

Insurance Planning
3

Busn

450

Estate Planning
3

or Set B (offered in alternate years):

Busn

310

Retirement and Benefits Planning
3

Busn

440

Investments
3
Senior Year

Course Area
Course Number
Course Title
Credits

Busn

451

Senior Financial Planning Colloquium
1

Plus the remaining set of alternating year courses (Set A or B) listed in the junior year above
6-9

Gen. Ed./Elective

###

General Education Requirements/Elective Credits
9-15

CEB | Department of Business, Accounting, and Economics | Major in Financial Planning and Wealth Management
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Note:
The Department of Business, Accounting, and Economics reserves the right to change course offerings and schedules as circumstances warrant and require. Consequently, you must work closely with your academic advisor to ensure that you fulfill all major and General Education requirements.
 
Recommended Course Sequences
     Department of Business, Accounting, and Economics
Major in Accounting
 
Major in Accounting/Concentration in Financial Planning
 
Major in Business Administration
 
Major in Financial Planning and Wealth Management
 
Major in Health and Fitness Administration
 
Major in Liberal Arts Business Studies
 
Major in Management Information Science
Department of
Business, Accounting, and Economics
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