Finance (BS) Financial Planning and Insurance
Summary
An emphasis in Financial Planning prepares individuals with the skills necessary to plan and manage the financial interests of individuals. Students will develop not only their sales skills, the utilization of financial planning software, but also the personal and financial skills relevant to financial consulting and client relations. Courses are designed to offer students necessary information in areas such as insurance and investment planning, tax planning and estate planning. The program is recognized as a Certified Financial Planner (CFP).2020-2021
Bachelor of Science
120
Mankato
Program Requirements
Required General Education
* ECON 201 and MATH 130 are required for admission to the major.
Prerequisites: none
Goal Areas: GE-05
Prerequisites: Satisfy Placement Table in this section, or grade of “C” (2.0) or better in either MATH 112 or MATH 115.
Goal Areas: GE-04
Ethics Requirement - Choose 3 Credit(s).
Prerequisites: none
Goal Areas: GE-06, GE-09
Prerequisites: none
Goal Areas: GE-06, GE-08
Prerequisites: none
Goal Areas: GE-06, GE-09
Prerequisites: none
Goal Areas: GE-06, GE-09
Prerequisites: none
Goal Areas: GE-09, GE-10
Prerequisites: none
Goal Areas: GE-06, GE-09
Prerequisites to the Major
Prerequisites: MATH 112 or MATH 115or MATH 121 or MATH 130 or MATH 181
Prerequisites: none
Prerequisites: none
Major Common Core
Required of all College of Business majors - Choose 34 Credit(s).
Prerequisites: ACCT 200
Prerequisites: none
Prerequisites: none
Goal Areas: GE-05
Prerequisites: MATH 112 or equivalent
Goal Areas: GE-02, GE-04
Prerequisites: ACCT 200, Jr. Standing
Prerequisites: Junior Standing
Prerequisites: none
Prerequisites: ISYS 101 or CIS 101
Prerequisites: ECON 207
Prerequisites: FINA 362, MGMT 210, MGMT, 230, MGMT 346.
Prerequisites: none
Required of all Finance majors - Choose 12 Credit(s).
Prerequisites: FINA 362
Prerequisites: FINA 362
Prerequisites: FINA 362
Prerequisites: none
Emphasis Common Core
Prerequisites: ACCT 200, ACCT 210
Prerequisites: FINA 470, FINA 100 or FINA 362
Prerequisites: none
Emphasis Restricted Electives
Choose 6 Credit(s). * Students who register for FINA 493 should register for 3 credits each time they register for the course.
Prerequisites: ACCT 300, ACCT 330
Prerequisites: Must be admitted to a major.
Prerequisites: ECON 207
Prerequisites: FINA 100 or FINA 362
Prerequisites: FINA 362 and FINA 460
Prerequisites: FINA 100 or FINA 362
Prerequisites: FINA 100 or FINA 362
Prerequisites: FINA 362
Prerequisites: FINA 362.
Prerequisites: Permission Required
Prerequisites: MRKT 210
4-Year Plan
The 4-Year Plan is a model for completing your degree in a timely manner. Your individual 4-Year plan may change based on a number of variables including transfer courses and the semester/year you start your major. Carefully work with your academic advisors to devise your own unique plan.
* Please meet with your advisor on appropriate course selection to meet your educational and degree goals.
First Year
Fall - 16 Credits
Prerequisites: Satisfy Placement Table in this section, or grade of “C” (2.0) or better in either MATH 112 or MATH 115.
Goal Areas: GE-04
Prerequisites: none
Goal Areas: GE-05
General Education Course *
3 credits
General Education Course *
3 credits
General Education Course *
3 credits
Spring - 15 Credits
Prerequisites: none
Prerequisites: MATH 112 or MATH 115or MATH 121 or MATH 130 or MATH 181
Prerequisites: none
Goal Areas: GE-05
General Education Course *
3 credits
General Education Course *
3 credits
Second Year
Fall - 15 Credits
Prerequisites: none
Prerequisites: MATH 112 or equivalent
Goal Areas: GE-02, GE-04
Prerequisites: ACCT 200
Prerequisites: none
General Education Course *
3 credits
Spring - 15 Credits
Prerequisites: none
Prerequisites: none
Prerequisites: ACCT 200, Jr. Standing
Prerequisites: Must be admitted to a major.
Required General Education Course *
3 credits
Third Year
Fall - 15 Credits
Prerequisites: ACCT 200, ACCT 210
Prerequisites: Junior Standing
Prerequisites: FINA 362
Prerequisites: FINA 362
General Education Course *
3 credits
Spring - 15 Credits
Prerequisites: ISYS 101 or CIS 101
Prerequisites: ECON 207
Prerequisites: none
General Education Course *
3 credits
Other Graduation Requirements Course *
3 credits
Fourth Year
Fall - 14 Credits
Prerequisites: none
Prerequisites: FINA 362, MGMT 210, MGMT, 230, MGMT 346.
Other Graduation Requirements Course *
4 credits
General Education Course *
4 credits
Spring - 15 Credits
Prerequisites: FINA 470, FINA 100 or FINA 362
Prerequisites: FINA 362