Program Planner

Student Name:_______________________ Advisor Name:_______________________ Catalog: 2022-2023 Undergraduate Catalog

Finance, B.S.

Major Requirements

Credit Hours: 60+

In addition to completing the requirements for this major, students must also complete the degree requirements specified in the Academic Regulations section of this catalog.

Courses within this major may also satisfy general education requirements. Please consult the Liberal Arts and Sciences General Education Requirements for more information.

Required Courses

Course Name

Term Taken

Grade

ACCT 203 Financial Accounting (3)

Prerequisite(s): Sophomore rank or higher

ACCT 204 Managerial Accounting (3)

Prerequisite(s): Sophomore rank or higher, ACCT 203

BLAW 205 Legal Environment of Business (3)

Prerequisite(s): Sophomore rank or higher

DSCI 232 Business Statistics (3)

Prerequisite(s): MATH 104 or MATH 250.

DSCI 304 Production and Operations Management (3)

Prerequisite(s): Junior rank or higher, DSCI 232

ECON 200 Principles of Microeconomics (3)

Prerequisite(s): 3 credit hours of MATH

ECON 201 Principles of Macroeconomics (3)

Prerequisite(s): ECON 200, 3 credit hours of MATH

FINC 303 Business Finance (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ECON 200, ECON 201, MATH 104(or MATH 250). DSCI 232 is suggested.

FINC 313 Management of Financial Institutions (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, FINC 303, ECON 200, ECON 201, MATH 104(or MATH 250)

FINC 315 Intermediate Business Finance (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, FINC 303, ECON 200, ECON 201, MATH 104(or MATH 250)

FINC 389 Financial Management Information Systems (3)

Prerequisite(s): Junior rank or higher, FINC 303

FINC 400 Investment Analysis (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, DSCI 232, ECON 200, ECON 201, FINC 303, and MATH 104(or MATH 250)

FINC 418 Advanced Valuation and Corporate Financial Analysis (3)

Prerequisite(s): Senior rank, FINC 303, FINC 315

MATH 104 Elementary Statistics (3)

Prerequisite(s): Placement or any 100-level MATH course.

MATH 250 Statistical Methods I (3)

Prerequisite(s): Placement or MATH 116 with a C- or better or MATH 111 or MATH 120

MATH 116 Calculus for Business and Social Sciences (3)

Prerequisite(s): Placement or MATH 110 or MATH 111

MATH 120 Introductory Calculus (4)

Prerequisite(s): Placement or C- or better in MATH 111

MGMT 301 Management & Organizational Behavior (3)

Prerequisite(s): Sophomore rank or higher

MKTG 302 Marketing Concepts (3)

Prerequisite(s): Sophomore rank or higher, ECON 200

Notes:

Honors students can take the alternative course of HONS 203 in lieu of ACCT 203.
Honors students can take the alternative course of HONS 204 in lieu of ACCT 204.
Honors students can take the alternative course of HONS 210 in lieu of BLAW 205.
Honors students can take the alternative course of HONS 214 in lieu of DSCI 232.
Honors students can take the alternative course of HONS 200 in lieu of ECON 200.
Honors students can take the alternative course of HONS 211 in lieu of ECON 201.
Honors students can take the alternative course of HONS 115 in lieu of MATH 120.
Honors students can take the alternative course of HONS 217 in lieu of MATH 250.

Complete nine credit hours from the following:

No more than 6 credit hours from non-FINC courses.

Course Name

Term Taken

Grade

ACCT 316 Intermediate Accounting I (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204

ACCT 317 Intermediate Accounting II (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ACCT 316

ECON 305 Money & Financial Institutions (3)

Prerequisite(s): ECON 200, ECON 201, MATH 104 or MATH 250, MATH 116 or MATH 120; or permission of the instructor.

ECON 317 Microeconomic Analysis (3)

Prerequisite(s): ECON 200, ECON 201, MATH 104 or MATH 250, MATH 116 or MATH 120; or permission of the instructor.

ECON 318 Macroeconomic Analysis (3)

Prerequisite(s): ECON 200, ECON 201, MATH 104 or MATH 250, MATH 116 or MATH 120; or permission of the instructor.

ECON 419 Introduction to Econometrics (3)

Prerequisite(s): ECON 200, ECON 201, 6 credit hours of 300- or 400-level ECON courses, MATH 104 or MATH 250, MATH 116 or MATH 120, MATH 350 or DSCI 232; or permission of the instructor.

ENTR 335 Financing New Ventures (3)

Prerequisite(s): ENTR 200

FINC 316 Advanced Financial Statement Analysis (3)

Prerequisite(s): Junior rank or higher, FINC 303

FINC 360 Special Topics in Finance (1-3)

Prerequisite(s): Junior rank or higher, or permission of the instructor

FINC 362 Global Investment Industry (3)

Prerequisite(s): Junior rank or higher, or permission of the instructor

FINC 380 Real Estate Investment Analysis (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, FINC 303, ECON 200, ECON 201, MATH 104(or MATH 250), and REAL 310; or permission of the instructor

FINC 382 International Financial Management (3)

Prerequisite(s): Junior rank or higher, ECON 201, ECON 200, FINC 303

FINC 385 Individual Risk Management and Insurance (3)

Prerequisite(s): Junior rank or higher

FINC 386 Corporate Risk Management and Insurance (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, FINC 303, ECON 200, ECON 201, MATH 104(or MATH 250)

FINC 399 Tutorial (3)

Prerequisite(s): Permission of the instructor and the chair of the department, junior rank or higher, ACCT 203, ACCT 204 ,ECON 200, ECON 201, FINC 303, and MATH 104(or MATH 250)

FINC 401 Fixed Income Investment Analysis (3)

Prerequisite(s): MATH 120, FINC 303, or permission of the instructor.

FINC 402 Derivatives Securities (3)

Prerequisite(s): MATH 120, FINC 303, or permission of the instructor.

FINC 403 Real Estate Finance (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ECON 200, ECON 201, FINC 303, MATH 104(or MATH 250), and REAL 310; or permission of the instructor.

FINC 410 Seminar in Finance (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ECON 200, ECON 201, FINC 303, MATH 104(or MATH 250)

FINC 415 Advanced Business Finance (3)

Prerequisite(s): FINC 303, FINC 315

FINC 420 Independent Study (1-3)

Prerequisite(s): Written agreement of the instructor and permission of the department chair, junior rank or higher

FINC 344 Finance Internship (3)

Prerequisite(s): Interview with and approval of the instructor; junior rank or higher; declared major or minor in the School of Business; acceptance to an internship program or site.

FINC 450 Applied Portfolio Management I (3)

Prerequisite(s): Permission of the instructor

FINC 451 Applied Portfolio Management II (3)

Prerequisite(s): Permission of the instructor

FINC 499A Bachelor’s Essay (3)

Prerequisite(s): Permission of the instructor and Department/Program approval prior to registration. Individual departments or programs may prescribe particular requirements for eligibility for the bachelor’s essay, particular procedures for the approval of proposals, and/or particular guidelines for the projects themselves. Senior rank and department approval.

FINC 499B Bachelor’s Essay (3)

Prerequisite(s): FINC 499A

MATH 203 Linear Algebra (3)

Prerequisite(s): MATH 120 or permission of the instructor.

MATH 220 Calculus II (4)

Prerequisite(s): MATH 120 or HONS 115

REAL 310 Principles of Real Estate (3)

Prerequisite(s): Junior rank or higher

REAL 376 Real Estate Market Analysis (3)

Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ECON 200, ECON 201, MATH 104(or MATH 250), and REAL 310 or permission of the instructor

Notes:

The School of Business strongly encourages students to complete the following courses by the end of their sophomore year: ACCT 203, ACCT 204; DSCI 232; ECON 200, ECON 201; MATH 104 or MATH 250 and MATH 116 or MATH 120. These courses are pre-requisites for many upper level junior and senior business and economics courses.
The business and accounting programs offered by the School of Business is accredited by The Association to Advance Collegiate Schools of Business (AACSB).
MATH 120 and MATH 250 are STRONGLY recommended for students pursuing a major in finance. For students wishing to take upper-level investment courses (i.e. FINC 401 and FINC 402), MATH 120 is required.
No more than 6 credit hours from any combination of FINC 399, FINC 420, FINC 344, FINC 499A, and FINC 499B will count toward the major.
Finance majors will be limited to no more than two of the following real estate related courses (six credits): REAL 310, FINC 403 (formerly REAL 410), REAL 376, FINC 380 (formerly REAL 380).
Students are not permitted to double major in Finance and Business Administration.

Coursework Meeting Major Requirements Excluded from the Major GPA Calculation

The following courses are excluded: MATH 104, MATH 116, MATH 120, MATH 250

Notes: This worksheet is not intended to replace face-to-face advising.

Course Name	Term Taken	Grade
Program Planner Student Name:_______________________ Advisor Name:_______________________ Catalog: 2022-2023 Undergraduate Catalog
Finance, B.S.
Major Requirements Credit Hours: 60+ In addition to completing the requirements for this major, students must also complete the degree requirements specified in the Academic Regulations section of this catalog. Courses within this major may also satisfy general education requirements. Please consult the Liberal Arts and Sciences General Education Requirements for more information.
Required Courses
ACCT 203 Financial Accounting (3) Prerequisite(s): Sophomore rank or higher
ACCT 204 Managerial Accounting (3) Prerequisite(s): Sophomore rank or higher, ACCT 203
BLAW 205 Legal Environment of Business (3) Prerequisite(s): Sophomore rank or higher
DSCI 232 Business Statistics (3) Prerequisite(s): MATH 104 or MATH 250.
DSCI 304 Production and Operations Management (3) Prerequisite(s): Junior rank or higher, DSCI 232
ECON 200 Principles of Microeconomics (3) Prerequisite(s): 3 credit hours of MATH
ECON 201 Principles of Macroeconomics (3) Prerequisite(s): ECON 200, 3 credit hours of MATH
FINC 303 Business Finance (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ECON 200, ECON 201, MATH 104(or MATH 250). DSCI 232 is suggested.
FINC 313 Management of Financial Institutions (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, FINC 303, ECON 200, ECON 201, MATH 104(or MATH 250)
FINC 315 Intermediate Business Finance (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, FINC 303, ECON 200, ECON 201, MATH 104(or MATH 250)
FINC 389 Financial Management Information Systems (3) Prerequisite(s): Junior rank or higher, FINC 303
FINC 400 Investment Analysis (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, DSCI 232, ECON 200, ECON 201, FINC 303, and MATH 104(or MATH 250)
FINC 418 Advanced Valuation and Corporate Financial Analysis (3) Prerequisite(s): Senior rank, FINC 303, FINC 315

MATH 104 Elementary Statistics (3) Prerequisite(s): Placement or any 100-level MATH course.
OR
MATH 250 Statistical Methods I (3) Prerequisite(s): Placement or MATH 116 with a C- or better or MATH 111 or MATH 120

MATH 116 Calculus for Business and Social Sciences (3) Prerequisite(s): Placement or MATH 110 or MATH 111
OR
MATH 120 Introductory Calculus (4) Prerequisite(s): Placement or C- or better in MATH 111

MGMT 301 Management & Organizational Behavior (3) Prerequisite(s): Sophomore rank or higher
MKTG 302 Marketing Concepts (3) Prerequisite(s): Sophomore rank or higher, ECON 200
Notes: Honors students can take the alternative course of HONS 203 in lieu of ACCT 203. Honors students can take the alternative course of HONS 204 in lieu of ACCT 204. Honors students can take the alternative course of HONS 210 in lieu of BLAW 205. Honors students can take the alternative course of HONS 214 in lieu of DSCI 232. Honors students can take the alternative course of HONS 200 in lieu of ECON 200. Honors students can take the alternative course of HONS 211 in lieu of ECON 201. Honors students can take the alternative course of HONS 115 in lieu of MATH 120. Honors students can take the alternative course of HONS 217 in lieu of MATH 250.
Complete nine credit hours from the following: No more than 6 credit hours from non-FINC courses.
Course Name	Term Taken	Grade
ACCT 316 Intermediate Accounting I (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204
ACCT 317 Intermediate Accounting II (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ACCT 316
ECON 305 Money & Financial Institutions (3) Prerequisite(s): ECON 200, ECON 201, MATH 104 or MATH 250, MATH 116 or MATH 120; or permission of the instructor.
ECON 317 Microeconomic Analysis (3) Prerequisite(s): ECON 200, ECON 201, MATH 104 or MATH 250, MATH 116 or MATH 120; or permission of the instructor.
ECON 318 Macroeconomic Analysis (3) Prerequisite(s): ECON 200, ECON 201, MATH 104 or MATH 250, MATH 116 or MATH 120; or permission of the instructor.
ECON 419 Introduction to Econometrics (3) Prerequisite(s): ECON 200, ECON 201, 6 credit hours of 300- or 400-level ECON courses, MATH 104 or MATH 250, MATH 116 or MATH 120, MATH 350 or DSCI 232; or permission of the instructor.
ENTR 335 Financing New Ventures (3) Prerequisite(s): ENTR 200
FINC 316 Advanced Financial Statement Analysis (3) Prerequisite(s): Junior rank or higher, FINC 303
FINC 360 Special Topics in Finance (1-3) Prerequisite(s): Junior rank or higher, or permission of the instructor
FINC 362 Global Investment Industry (3) Prerequisite(s): Junior rank or higher, or permission of the instructor
FINC 380 Real Estate Investment Analysis (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, FINC 303, ECON 200, ECON 201, MATH 104(or MATH 250), and REAL 310; or permission of the instructor
FINC 382 International Financial Management (3) Prerequisite(s): Junior rank or higher, ECON 201, ECON 200, FINC 303
FINC 385 Individual Risk Management and Insurance (3) Prerequisite(s): Junior rank or higher
FINC 386 Corporate Risk Management and Insurance (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, FINC 303, ECON 200, ECON 201, MATH 104(or MATH 250)
FINC 399 Tutorial (3) Prerequisite(s): Permission of the instructor and the chair of the department, junior rank or higher, ACCT 203, ACCT 204 ,ECON 200, ECON 201, FINC 303, and MATH 104(or MATH 250)
FINC 401 Fixed Income Investment Analysis (3) Prerequisite(s): MATH 120, FINC 303, or permission of the instructor.
FINC 402 Derivatives Securities (3) Prerequisite(s): MATH 120, FINC 303, or permission of the instructor.
FINC 403 Real Estate Finance (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ECON 200, ECON 201, FINC 303, MATH 104(or MATH 250), and REAL 310; or permission of the instructor.
FINC 410 Seminar in Finance (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ECON 200, ECON 201, FINC 303, MATH 104(or MATH 250)
FINC 415 Advanced Business Finance (3) Prerequisite(s): FINC 303, FINC 315
FINC 420 Independent Study (1-3) Prerequisite(s): Written agreement of the instructor and permission of the department chair, junior rank or higher
FINC 344 Finance Internship (3) Prerequisite(s): Interview with and approval of the instructor; junior rank or higher; declared major or minor in the School of Business; acceptance to an internship program or site.
FINC 450 Applied Portfolio Management I (3) Prerequisite(s): Permission of the instructor
FINC 451 Applied Portfolio Management II (3) Prerequisite(s): Permission of the instructor
FINC 499A Bachelor’s Essay (3) Prerequisite(s): Permission of the instructor and Department/Program approval prior to registration. Individual departments or programs may prescribe particular requirements for eligibility for the bachelor’s essay, particular procedures for the approval of proposals, and/or particular guidelines for the projects themselves. Senior rank and department approval.
FINC 499B Bachelor’s Essay (3) Prerequisite(s): FINC 499A
MATH 203 Linear Algebra (3) Prerequisite(s): MATH 120 or permission of the instructor.
MATH 220 Calculus II (4) Prerequisite(s): MATH 120 or HONS 115
REAL 310 Principles of Real Estate (3) Prerequisite(s): Junior rank or higher
REAL 376 Real Estate Market Analysis (3) Prerequisite(s): Junior rank or higher, ACCT 203, ACCT 204, ECON 200, ECON 201, MATH 104(or MATH 250), and REAL 310 or permission of the instructor
Notes: The School of Business strongly encourages students to complete the following courses by the end of their sophomore year: ACCT 203, ACCT 204; DSCI 232; ECON 200, ECON 201; MATH 104 or MATH 250 and MATH 116 or MATH 120. These courses are pre-requisites for many upper level junior and senior business and economics courses. The business and accounting programs offered by the School of Business is accredited by The Association to Advance Collegiate Schools of Business (AACSB). MATH 120 and MATH 250 are STRONGLY recommended for students pursuing a major in finance. For students wishing to take upper-level investment courses (i.e. FINC 401 and FINC 402), MATH 120 is required. No more than 6 credit hours from any combination of FINC 399, FINC 420, FINC 344, FINC 499A, and FINC 499B will count toward the major. Finance majors will be limited to no more than two of the following real estate related courses (six credits): REAL 310, FINC 403 (formerly REAL 410), REAL 376, FINC 380 (formerly REAL 380). Students are not permitted to double major in Finance and Business Administration.
Coursework Meeting Major Requirements Excluded from the Major GPA Calculation The following courses are excluded: MATH 104, MATH 116, MATH 120, MATH 250
Notes: This worksheet is not intended to replace face-to-face advising.