photo of finance students

Financial Services Curriculum

Effective Fall 2012 to Summer 2013

photo of a financial services studentBusiness core courses will be offered every semester. Major courses listed below may not be offered every semester. This information is provided for planning purposes and is subject to revision each semester prior to registration. Fact Sheets are also available in 100 Rike Hall.

To meet other students in your major, get to know the faculty better, and gain valuable career information, join the Financial Services Club. Information is available in the Finance department, 296 Rike Hall, (937) 775-3175.

Required Courses

24 Hours

Course Title Sem(s) Offered Prerequisite(s)
FIN 3110 Financial Management II F, S, R FIN 2210
FIN 3120 Investing in Securities F, S, R FIN 2210
FIN 3160 Foundations of Financial Planning F FIN 2210#
FIN 3260 Risk and Insurance S FIN 3160
FIN 4160 Retirement Planning and Employee Benefits F FIN 3160, ACC 3430
FIN 4260 Estate Planning S FIN 3160, ACC 3430
FIN 4270 Practicum in Financial Planning* S FIN 4160
ACC 3430 Federal Income Tax I F, S, R ACC 2020


Elective Courses

3 Hours (Select any 3000- or 4000-level finance course not already required, or from the following list.)

Course Title Sem(s) Offered Prerequisite(s)
ACC 3010 Intermediate Accounting I F, S ACC 2020
ACC 3230 Management Accounting F, S, R ACC 2020
MKT 3200 Principles of Selling F, S, R MKT 2500

F = Fall
S = Spring
R = Summer

# Can be taken concurrently Fall 2012.
* FIN 4270 is Integrated Writing.

Download: Financial Services Fact Sheet (PDF)