Financial Services, BSB

Program Description

The financial services major is the second major within the Department of Finance and Financial Services and is designed to meet the growing need for people who are knowledgeable in all areas of personal financial management, including investments, insurance, tax planning, retirement planning, real estate, estate planning, and personal financial planning. Among the many career opportunities available to the graduate with a financial services major are financial planner, stockbroker, insurance agent, loan officer, and trust officer. This program is registered with the Certified Financial Planning Board and as a result, students who complete the financial services major and the appropriate electives at Wright State University are eligible to sit for the Certified Financial Planner exam.

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Program Requirements:

I. Wright State Core: 39 Hours

Element One: 6 Hours

Element Two: 4 Hours

Required:

MTH 2280 - Business Calculus Credit Hour(s): 4
or

Element Three: 6 Hours

Element Four: 3 Hours

Element Five: 6 Hours

Required:

EC 2040 - Principles of Microeconomics Credit Hour(s): 3 or
EC 2050 - Principles of Macroeconomics Credit Hour(s): 3 (one course: 3 hrs)
FIN 2050 - Personal Financial Decision Making Credit Hour(s): 3

Element Six: 8 Hours

Additional Core Courses: 6 Hours

Required: Select either

EC 2040 - Principles of Microeconomics Credit Hour(s): 3 or
EC 2050 - Principles of Macroeconomics Credit Hour(s): 3 (one course: 3 hrs) not taken for Element Five

II. Business Core Requirements: 42 Hours

Financial Services Electives:

Any 3000-4000 level finance course, or substitute the following courses for finance electives:

ACC 3010 - Intermediate Accounting I Credit Hour(s): 3
ACC 3230 - Management Accounting Credit Hour(s): 3
ACC 3260 - Accounting Systems Design and Implementation Credit Hour(s): 3
ACC 3430 - Federal Income Tax I Credit Hour(s): 3
ACC 4230 - Auditing Credit Hour(s): 3
ACC 4440 - Federal Income Tax II Credit Hour(s): 3
MKT 3200 - Principles of Selling Credit Hour(s): 3

IV. Electives: 12 Hours

Total: 120 Hours

Graduation Planning Strategy

The Graduation Planning Strategy (GPS) has been created to illustrate one option to complete degree requirements within a particular time frame. Students are encouraged to meet with their academic advisor to adjust this plan based on credit already earned, individual needs or curricular changes that may not be reflected in this year’s catalog.

Financial Services, BSB (GPS)