Finance (Wealth Management) 2021 - Coastal Carolina University
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Wealth Management Three-Year Plan 2021  


Year 1

Fall
  • 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, CSCI 120, CSCI 135, DCD 102, DCD 201, or GEOG 204) …3 credits
  • Humanistic Thought (Core)1...3 credits

*Begin working on PDA categories.

TOTAL: 17 credits
Spring
  • MATH 132 Calc for Bus/Soc Sci (or MATH 160)1… 3 credits
  • ENGL 102 Critical Reading (Core)1… 4 credits
  • CBAD 120 Intro to Global Business (Core)1… 3 credits
  • ECON 201 Macroeconomics… 3 credits
  • CBAD 201 Financial Accounting… 3 credits

*Continue working on PDA categories.

TOTAL: 16 credits
Summer
  • CBAD 291 Business Statistics… 3 credits
  • CBAD 202 Managerial Accounting… 3 credits
  • CBAD 301 Management and org. … 3 credits
  • ECON 202 Microeconomics … 3 credits
TOTAL: 12 credits

Year 2

Fall
  • ACCT 336 Acct. Systems & Date proc. … 3 credits
  • FIN 301 Business Finance … 3 credits
  • CBAD 350 Marketing … 3 credits
  • Scientific Concepts (Core)1… 4 credits
  • CBAD 292 Decision Analysis … 3 credits
  • General Elective (if needed)3… 0 credits
TOTAL: 16 credits
Spring
  • FIN 401 Corporate Finance … 3 credits
  • Artistic Expression (Core)1 … 3 credits
  • FIN 403 Financial Institutions and Markets… 3 credits
  • FIN 402 Investment Analysis… 3 credits
  • Communication Across Cultures (Core)1… 5 credits
TOTAL: 17 credits
Summer
  • CBAD 344 Legal Environment of Business… 3 credits
  • Humanistic Thought ... 3 credits
  • HIST 201/POLI 201 U.S. Govt. … 3 credits
  • ENGL 290/CBAD 290 Business Comm … 3 credits
TOTAL: 12 credits

Year 3

Fall
  • Humanistic Thought (Core)1… 3 credits
  • FIN 404 Business and Financial Analysis… 3 credits
  • Concentration Selective4… 3 credits
  • FIN 463 Risk Management and Insurance (Fall only) ... 3 credits
  • CBAD 373 Business Integration/Appl… 3 credits
TOTAL: 15 credits
Spring
  • CBAD 478 Strategic Management… 3 credits
  • CBAD 364 Operations Management… 3 credits
  • Concentration Selective4… 3 credits
  • PHIL 318 Business Ethics… 3 credits
  • FIN 492 Portfolio Management… 3 credits
TOTAL: 15 credits

1. Please visit the University Catalog website for University core curriculum recommendations.

2. A complete list of options is available on your program evaluation. As part of the graduation requirement, students are required to complete 12 approved Professional Development Activities (PDAs), six of which must fall into the following categories: (1) Majors and Careers in Business, (2) Experiential Learning, (3) Leadership, (4) Building a Professional Profile, (5) Interviewing Skills, and (6) Transitioning to the Profession. A list of approved PDAs can be found at coastal.edu/business/pda.

3. General Elective: These are free electives that can be selected from any college, including the Wall College.

4. Concentration Selective: Choose from the following: ECON 310, FIN 302, FIN 421, FIN 441, FIN 442, FIN 462, FIN 463, FIN 497. Additional courses can be selected with the approval of the department chair.

• Study abroad opportunities available at all levels. Please contact Yoav Wachsman (yoav@coastal.eduat least one semester prior to anticipated travel.
• Internships are available at sophomore‐senior levels. Please contact Ellen Hayward (eeryan@coastal.edu) to discuss requirements and internship procedures.

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