FINANCIAL PLANNING MAJOR
Approved May 2, 2007
 
MAJOR REQUIREMENTS - 56 CREDITS (all courses 3 credits each unless noted)
Must maintain 3.0 or higher grade point average overall to enroll in 300 & 400 level FP classes, and graduate with the FP major

 

Core (all FP majors must take these courses)

BUS 201 Principles of Accounting I

BUS 202 Principles of Accounting II

BUS 212 Business Law

BUS 490 Business Policy & Strategic Management (senior experience)

ECO 201 Principles of Microeconomics

ECO 202 Principles of Macroeconomics

CS 210 Spreadsheet & Database Systems (CS 110 prerequisite)

MTH 232 Statistics (4 credits) (Math Proficiency)

IRM 221 Principles of Risk Mgt & Ins (INS 21+)

FP 200 Fundamentals of Financial Planning (HS 300)

FP 323 Individual Life Insurance (HS 323)

FP 324 Insurance Code – LH License (1 credit)

FP 328 Investments (HS 328)

FP 350 Prospecting & Meeting Client Needs (FA 200 & 202)

FP 351 Health & Long-Term Care Financing (HS 351) (2 credits)

FP 421 Income Taxation (HS 321)

FP 425 Employee Benefits (HS 325)

FP 426 Planning for Retirement (HS 326)

FP 430 Fundamentals of Estate Planning (HS 330)

IDS 390 Internship (minimum of 3 credits before graduating;  MUST SUBMIT CO-OP APPLICATION IN ADVANCE)

 

 

GENERAL EDUCATION REQUIREMENTS - 38 CREDITS (all students must meet these requirements)

As Amended May, 2009

 

IDS 111 & 112 Writing & Rhetoric I & II

IDS 151 Self & Community

IDS 211 Civilization Studies

 

Creative Experience Requirement (3 credits):

CS 116 Web Design & Development OR

ENG 145 Intro to Creative Writing OR 

THR 111 Acting (any one class recommended)

 

Mathematics Proficiency (3 credits):

MTH 232 Statistics (part of major core above)

 

Global Diversity Requirement (6 credits/2 classes):

JMC 101 Introduction to Mass Communication OR

THR 105 Intro to Oral Communication OR

BUS 340 Marketing Perspectives OR

BUS 484 International Marketing (any two classes recommended)

 

Service Learning Requirement (3 credits):

IRM 330 Ethics & Presentations (recommended)

 

The Natural World (Science) Requirement (3 credits):

SCI 107 Environmental Science (recommended)

 

Department Seminar (1 credit/semester; 8 semesters for four-year students):

IDS 499 Gamma Iota Sigma Seminar (strongly recommended)

 

ELECTIVES - 24 CREDITS – Recommended Electives

BUS 215 Personal Finance

BUS 295 Financial Statement Analysis

BUS 300 Management

BUS 312 Sales and Marketing Distribution

BUS 315 Financial Markets and Institutions

BUS 408 Organizational Behavior

BUS 451 Investment Principles

COM 201 Group Processes

COM 302 Interpersonal Communication

ENG 240 Argumentative Writing

IRM 418 Independent Study

IRM 482 Studies in Risk Management & Insurance: Variable Topics

JMC 200 Basic Reporting

MTH 150 Precalculus

PSY 201 General Psychology

PSY 304 Motivation and Emotion

SCI 302 Environmental Law

THR 111 Acting

THR 203 Public Speaking