Finance Wealth Management and Certified Financial Planning 2023

Finance (Wealth Management and Certified Financial Planning)

UNIV 110B The First-Year Experience... 3 credits

ENGL 101 Composition (Core)1... 4 credits

MATH 130A College Algebra (Fall I) (if needed)... 2 credits

MATH 130B College Algebra (Fall II) (if needed)... 2 credits

Computer Science elective course (CSCI 110 Preferred)... 3 credits

Artistic Expression (Core)1... 3 credits

Total Credits: 17

 

*PDA* Career Exploration (Required)

*PDA* Resume Development (Required)

MATH 132 Calc for Bus/Soc Sci... 3 credits

ENGL 102 Composition and Critical Reading (Core)1... 4 credits

CBAD 120 Intro to Global Business (required for business majors, also completes the Human and Social Behavior Core requirement)... 3 credits

HIST 201/POLI 201: American Government... 3 credits

Human and Social Behavior (Core)1... 3 credits 

Total Credits: 16

 

*PDA* Career Exploration (Elective)

*PDA* Online Presence (Required)

CBAD 201 Financial Accounting... 3 credits

ECON 201 Macroeconomics... 3 credits

CBAD 291 Business Statistics... 3 credits

Humanistic Thought (Core)... 3 credits

Comm Across Cultures (110 Course)... 3 credits

Total Credits: 15

 

*PDA* Leadership & Communication (Required)

*PDA* Interviewing Skills (Required)

CBAD 202 Managerial Accounting... 3 credits

ECON 202 Microeconomics... 3 credits

CBAD 292 Decision Analysis... 3 credits

Communication Across Cultures (120 Course) ... 3 credits

FIN 301 Business Finance... 3 credits

Total Credits: 15

 

*PDA* Online Presence (Elective)

*PDA* Practical Experience (Elective)

FIN 402 Investment Analysis... 3 credits

FIN 404 Business and Financial Analysis... 3 credits

CBAD 301 Management & Organizations... 3 credits

ACCT 336 Acct. Systems & Data Proc... 3 credits 

Scientific Concepts (Core)... 4 credits

Total Credits: 16

 

*PDA* Resume Development (Elective)

*PDA* Leadership & Communication (Elective)

FIN 401 Corporate Finance... 3 credits

FIN 403 Financial Institutions and Markets... 3 credits

ACCT 339 Individual Income Taxation... 3 credits

ENGL 290/CBAD 290 Business Communication... 3 credits

CBAD 350 Marketing... 3 credits

Total Credits: 15

 

*PDA* Practical Experience (Required)

*PDA* Interviewing Skills (Elective)

FIN 442 Retirement and Estate Planning... 3 credits

FIN 463 Risk Management and Insurance... 3 credits

CBAD 344 Legal Environment Business... 3 credits

CBAD 373 Business Integration/Application... 3 credits

Humanistic Thought (Core)... 3 credits

Total Credits: 15

 

*PDA* Resume Development (Elective)

*PDA* Online Presence (Elective)

CBAD 364 Operations Management... 3 credits

FIN 494 Case Studies in Financial Planning... 3 credits

CBAD 478 Strategic Management... 3 credits

PHIL 318 Business Ethics... 3 credits

General Elective (If needed)... 0 credits

Total Credits: 12

 

**Make sure all PDAs are complete!**

***Graduation***

  1. Please see your program evaluation for University Core Curriculum Recommendations.
  2. Complete list of options available on your program evaluation. As part of the graduation requirement, students are required to complete twelve (12) approved Professional Development Activities (PDAs), six of which must fall into the following categories: (1) Career Exploration, (2) Practical Experience, (3) Leadership & Communication, (4) Online Presence, (5) Interviewing Skills, and (6) Resume Development. A list of approved PDAs can be found at coastal.edu/business/pda. *ELECTIVE PDAS CAN BE REPLACED BY ANY PDA CATEGORY.
  3. General Elective: These are free electives that may be selected from any college of the university including the College of Business.
  • Study abroad opportunities are available at all levels. Please contact (studyabroad@coastal.edu), at least one semester prior to anticipated travel.
  • Internships are available starting your second year (30+ credits). Please contact (cobintern@coastal.edu) to discuss requirements and internship procedures.

FINAL RESPONSIBILITY FOR SATISFYING DEGREE REQUIREMENTS, AS OUTLINED IN THE UNIVERSITY CATALOG, RESTS WITH THE STUDENT.