Financial Planning Concentration

Finance, Bachelor of Science in Business Administration, Financial Planning Concentration Requirements

GENERAL EDUCATION (MavEd) REQUIREMENTS - 34 Hours Required
Minimum of “C-“required
Fundamental Skills 15
Writing – 6 hrs.
ENGLISH COMPOSITION I
ENGLISH COMPOSITION I WITH SUPPORT
ENGLISH COMPOSITION II
Oral Communication – 3 hrs.
PUBLIC SPEAKING FUNDS
ARGUMENTATION AND DEBATE
Quantitative Literacy – 3 hrs.
INTRODUCTION TO MATHEMATICAL AND COMPUTATIONAL THINKING
QUANTITATIVE LITERACY
QUANTITATIVE REASONING FOR HEALTHCARE PROFESSIONALS
COLLEGE ALGEBRA WITH SUPPORT
COLLEGE ALGEBRA
Data Literacy – 3 hrs.
Select one from the following:
DATA LITERACY FOR WORK AND LIFE
DATA AND INFORMATION LITERACY
DATA LITERACY AND VISUALIZATION
ELEMENTARY STATISTICS
Until Fall 2028, students can satisfy this requirement with an approved data literacy course, or any approved natural or social science general education (MavEd) course.
Breadth of Knowledge13
Social Science – 3 hrs.
Humanities – 3 hrs.
Natural & Physical Science (must complete a lab) – 4 hrs.
Arts – 3 hrs.
Individual and Social Responsibility 6
Cultural Knowledge – 3 hrs.
Civic Knowledge and Engagement – 3 hrs.
MAJOR REQUIREMENTS - 63 Hours Required
In order to fulfill BSBA degree requirements, BSBA core courses, BSBA major courses, and BSBA concentration courses must be completed on a letter grade basis with a grade of “C” or higher. The required BSBA Business Math course (MATH 1370 or MATH 1930) and the required BSBA Second Speech course are excluded from this requirement.
**Course will satisfy UNO's General Education (MavEd) requirement
^Course requires pre-requisite(s)
Select 1 of the Following Business Math Courses3
APPLIED ALGEBRA AND OPTIMIZATION WITH DATA ANALYSIS (^)
CALCULUS FOR THE MANAGERIAL, LIFE, AND SOCIAL SCIENCES (^)
All of the following BSBA Core Courses39
PRINCIPLES OF ECONOMICS (MICRO) (** ^)
PRINCIPLES OF ECONOMICS (MACRO) (** ^)
PRINCIPLES OF BUSINESS STATISTICS (^)
PRINCIPLES OF ACCOUNTING I (^)
PRINCIPLES OF ACCOUNTING II (^)
BUSINESS COMMUNICATIONS (** ^)
PRINCIPLES OF MARKETING (^)
MANAGING PEOPLE AND ORGANIZATIONS (^)
BUSINESS LAW FUNDAMENTALS (^)
PRINCIPLES OF FINANCIAL MANAGEMENT (^)
MANAGEMENT INFORMATION SYSTEMS (^)
MANAGING OPERATIONS IN THE SUPPLY CHAIN (^)
CORPORATE AND BUSINESS STRATEGY (^)
Select 1 of the Following Second Speech Courses3
ARGUMENTATION AND DEBATE (**)
SPEECH COMMUNICATION IN BUSINESS AND THE PROFESSIONS (^)
CONTEMPORARY PRESENTATIONS (^)
INTERCOLLEGIATE FORENSICS I (^)
INTERCOLLEGIATE FORENSICS II (^)
PROFESSIONAL SELLING (^)
Financial Planning Concentration Courses - 18 Hours
Take all five of the following Concentration Courses15
FUNDAMENTALS OF FINANCIAL PLANNING
RETIREMENT PLANNING & EMPLOYEE BENEFITS
ESTATES AND INCOME TAX
APPLICATIONS IN PERSONAL FINANCIAL PLANNING (^)
INSURANCE PLANNING
Select one of the following two Concentration courses 3
INVESTMENT PRINCIPLES AND PRACTICES (^)
SECURITY ANALYSIS & INVESTING
ELECTIVES
Elective hours as required to reach a total of 120 hours
 

Finance, Bachelor of Science in Business Administration, Financial Planning Concentration Four Year Plan

Plan of Study Grid
Freshman
FallCredits
ENGL 1150 ENGLISH COMPOSITION I 1 3
MATH 1300 COLLEGE ALGEBRA WITH SUPPORT 2 4
CMST 1110 PUBLIC SPEAKING FUNDS 3
BSAD 1030 DATA LITERACY FOR WORK AND LIFE 3
BSAD 1100 BUSINESS MAVERICKS: COLLEGE AND CAREER FOUNDATIONS (Recommended) 1
 Credits14
Spring
ECON 2200 PRINCIPLES OF ECONOMICS (MICRO) 3
ENGL 1160 ENGLISH COMPOSITION II 3
MATH 1370 APPLIED ALGEBRA AND OPTIMIZATION WITH DATA ANALYSIS 3
General Education (MavEd) Course or Elective 3
General Education (MavEd) Course or Elective 3
 Credits15
Sophomore
Fall
ACCT 2010 PRINCIPLES OF ACCOUNTING I 3
BSAD 2130 PRINCIPLES OF BUSINESS STATISTICS 3
MKT 3200 BUSINESS COMMUNICATIONS 3
General Education (MavEd) Course or Elective 3
General Education (MavEd) Course or Elective 4
 Credits16
Spring
ACCT 2020 PRINCIPLES OF ACCOUNTING II 3
ECON 2220 PRINCIPLES OF ECONOMICS (MACRO) 3
FNBK 3250 PRINCIPLES OF FINANCIAL MANAGEMENT 3 3
LAWS 3930 BUSINESS LAW FUNDAMENTALS 3
General Education (MavEd) Course or Elective 3
 Credits15
Junior
Fall
FNBK 4300 FUNDAMENTALS OF FINANCIAL PLANNING 3
MGMT 3490 MANAGING PEOPLE AND ORGANIZATIONS 3
MKT 3310 PRINCIPLES OF MARKETING 3
General Education (MavEd) Course or Elective 3
Second Speech 4 3
 Credits15
Spring
FNBK 4320 RETIREMENT PLANNING & EMPLOYEE BENEFITS 3
FNBK 4590 INSURANCE PLANNING 3
MGMT 3100 MANAGEMENT INFORMATION SYSTEMS 3
ELECTIVE 3
ELECTIVE 3
 Credits15
Senior
Fall
FNBK 4310
SECURITY ANALYSIS & INVESTING
or INVESTMENT PRINCIPLES AND PRACTICES
3
FNBK 4330 ESTATES AND INCOME TAX 3
SCMT 3500 MANAGING OPERATIONS IN THE SUPPLY CHAIN 3
ELECTIVE 3
ELECTIVE 3
 Credits15
Spring
FNBK 4340 APPLICATIONS IN PERSONAL FINANCIAL PLANNING 3
MGMT 4480 CORPORATE AND BUSINESS STRATEGY 3
ELECTIVE 3
ELECTIVE 3
ELECTIVE 3
 Credits15
 Total Credits120
1

Requires English Composition Placement

2

This course may or may not be required depending on Math Placement

3

Students with a Financial Planning concentration must earn a grade of "C+" or better in FNBK 3250

4

For this requirement students must choose from the following list: MKT 3100, CMST 2120, CMST 3130, CMST 3140, CMST 3150, or CMST 3160

This roadmap is a suggested plan of study and does not replace meeting with an advisor. Please note that students may need to adjust the actual sequence of courses based on course availability. Please consult an advisor in your major program for further guidance.

This plan is not a contract and curriculum is subject to change

Additional Information About this Plan:

University Degree Requirements: The minimum number of hours for a UNO undergraduate degree is 120 credit hours. Please review the requirements for your specific program to determine all requirements for the program. In order to graduate on-time (four years for an undergraduate degree), you need to take 30 hours each year.

General Education courses (Humanities, Social Science & Natural Science) must be from at least two different disciplines https://www.unomaha.edu/general-education/overview/index.php.Placement Exams: For For Math, English, Foreign Language, a placement exam may be required. More information on these exams can be found at  athttps://www.unomaha.edu/enrollment-management/testing-center/placement-exams/information.php

**Transfer credit or placement exam scores may change suggested plan of study

 

Certified Financial Planning 

  • Financial Planner
  • Investment Advisor
  • Estate Planner
  • Retirement Planner