Certified Financial Planning Concentration
BSBA Degree - Certified Financial Planning Concentration Requirements
| Code | Title | Credits |
|---|---|---|
| GENERAL EDUCATION REQUIREMENTS - 34 Hours Required | ||
| Minimum of “C-“required | ||
| Fundamental Skills | 15 | |
Writing – 6 hrs. | ||
| ENGLISH COMPOSITION I | ||
| COLLEGE RESEARCH AND INFORMATION LITERACY | ||
Oral Communication – 3 hrs. | ||
| PUBLIC SPEAKING FUNDS | ||
or CMST 2120 | ARGUMENTATION AND DEBATE | |
Quantitative Literacy – 3 hrs. | ||
| INTRODUCTION TO MATHEMATICAL AND COMPUTATIONAL THINKING | ||
or MATH 1130 | QUANTITATIVE LITERACY | |
or MATH 1140 | QUANTITATIVE REASONING FOR HEALTHCARE PROFESSIONALS | |
or MATH 1300 | COLLEGE ALGEBRA WITH SUPPORT | |
Data Literacy – 3 hrs. | ||
Select one from the following: | ||
| 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 course. | ||
| Breadth of Knowledge | 13 | |
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 - 69 Hours Required | ||
| Must complete all MAJOR REQUIREMENTS with a grade of C (2.0) or higher | ||
| **Course will satisfy UNO's General Education requirement | ||
| ^Course requires pre-requisite(s) | ||
| All of the following: | ||
| ENGLISH COMPOSITION I (** ^) | ||
| COLLEGE RESEARCH AND INFORMATION LITERACY (** ^) | ||
| PUBLIC SPEAKING FUNDS (**) | ||
| Select 1 of the Following | 3 | |
| APPLIED ALGEBRA AND OPTIMIZATION WITH DATA ANALYSIS (^) | ||
| CALCULUS FOR THE MANAGERIAL, LIFE, AND SOCIAL SCIENCES (^) | ||
| All of the following | 45 | |
| 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 (^) | ||
*INTERNATIONAL DIMENSIOIN - 3 hrs | ||
*INTERNATIONAL DIMENSIOIN - 3 hrs | ||
*Students must complete at least six hours of course work beyond the general education diversity requirement with a global perspective (i.e., history, political science, literature or geography of foreign countries, foreign languages, international business, etc.). Global courses include all university general education global diversity courses listed on the General Education website, plus the international business courses shown on the student's DegreeWorks website | ||
| Select 1 of the Following | 3 | |
| ARGUMENTATION AND DEBATE (**) | ||
| SPEECH COMMUNICATION IN BUSINESS AND THE PROFESSIONS (^) | ||
| CONTEMPORARY PRESENTATIONS (^) | ||
| INTERCOLLEGIATE FORENSICS I (^) | ||
| INTERCOLLEGIATE FORENSICS II (^) | ||
| PROFESSIONAL SELLING (^) | ||
| Certified Financial Planning Concentration Courses | ||
| Take all five of the following courses | 15 | |
| 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 courses | 3 | |
| INVESTMENT PRINCIPLES AND PRACTICES (^) | ||
| SECURITY ANALYSIS & INVESTING | ||
| ELECTIVES | ||
| Elective hours as required to reach a total of 120 hours | ||
| Freshman | ||
|---|---|---|
| Fall | Credits | |
| ENGL 1150 | ENGLISH COMPOSITION I 1 | 3 |
| MATH 1300 | COLLEGE ALGEBRA WITH SUPPORT 2 | 4 |
| CMST 1110 | PUBLIC SPEAKING FUNDS | 3 |
| General Education Course or Elective | 3 | |
| BSAD 1100 | BUSINESS MAVERICKS: COLLEGE AND CAREER FOUNDATIONS (Recommended) | 1 |
| Credits | 14 | |
| Spring | ||
| ENGL 1160 | COLLEGE RESEARCH AND INFORMATION LITERACY | 3 |
| MATH 1370 | APPLIED ALGEBRA AND OPTIMIZATION WITH DATA ANALYSIS | 3 |
| ECON 2200 | PRINCIPLES OF ECONOMICS (MICRO) | 3 |
| General Education Course or Elective | 3 | |
| General Education Course or Elective | 3 | |
| Credits | 15 | |
| Sophomore | ||
| Fall | ||
| MKT 3200 | BUSINESS COMMUNICATIONS | 3 |
| ACCT 2010 | PRINCIPLES OF ACCOUNTING I | 3 |
| ECON 2220 | PRINCIPLES OF ECONOMICS (MACRO) | 3 |
| General Education Course or Elective | 3 | |
| General Education Course or Elective | 4 | |
| Credits | 16 | |
| Spring | ||
| ACCT 2020 | PRINCIPLES OF ACCOUNTING II | 3 |
| BSAD 2130 | PRINCIPLES OF BUSINESS STATISTICS | 3 |
| MKT 3310 | PRINCIPLES OF MARKETING | 3 |
| MGMT 3490 | MANAGING PEOPLE AND ORGANIZATIONS | 3 |
| General Education Course or Elective | 3 | |
| Credits | 15 | |
| Junior | ||
| Fall | ||
| FNBK 3250 | PRINCIPLES OF FINANCIAL MANAGEMENT 3 | 3 |
| LAWS 3930 | BUSINESS LAW FUNDAMENTALS | 3 |
| Second Speech 4 | 3 | |
| General Education Course or Elective | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Spring | ||
| FNBK 4300 | FUNDAMENTALS OF FINANCIAL PLANNING | 3 |
| FNBK 4320 | RETIREMENT PLANNING & EMPLOYEE BENEFITS | 3 |
| MGMT 3100 | MANAGEMENT INFORMATION SYSTEMS | 3 |
| International Dimension | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Senior | ||
| Fall | ||
| FNBK 4590 | INSURANCE PLANNING | 3 |
| FNBK 4330 | ESTATES AND INCOME TAX | 3 |
| SCMT 3500 | MANAGING OPERATIONS IN THE SUPPLY CHAIN | 3 |
| International Dimension | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Spring | ||
| MGMT 4480 | CORPORATE AND BUSINESS STRATEGY | 3 |
| FNBK 4340 | APPLICATIONS IN PERSONAL FINANCIAL PLANNING | 3 |
| FNBK 4310 or FNBK 3400 | SECURITY ANALYSIS & INVESTING or INVESTMENT PRINCIPLES AND PRACTICES | 3 |
| Elective | 3 | |
| Elective | 3 | |
| Credits | 15 | |
| Total Credits | 120 | |
- 1
Requires English Composition Placement
- 2
This course may or may not be required depending on Math Placement.
- 3
Students with a Certified 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
GPA Requirements:
Courses within the College of Business require students to obtain a minimum NU GPA of 2.5 or better.
Graduation Requirements:
- Students must earn a minimum of 120 credit hours for a BSBA.
- 42 of those credit hours must be in upper division courses.
- For a BSBA business core, BSBA concentration, or business elective course to fulfill BSBA requirements, it must be taken on a letter-grade basis and the student must earn a grade of C (2.00) or above.
- CBA students must earn a minimum NU GPA of 2.50 and a minimum Business GPA of 2.50. If students are earning an accounting concentration or secondary concentration, a minimum upper division accounting GPA of 2.50 is additionally required.