Campuses:
This is archival data. This system was retired as of August 21, 2023 and the information on this page has not been updated since then. For current information, visit catalogs.umn.edu.
Duluth Campus
Financial Planning B.B.A.Finance & Management Information Sciences
Labovitz School of Business and Economics
The BBA in financial planning (FP) integrates the knowledge, skills, and experiences gained in the core business and economics disciplines such as accounting, economics, finance, management, and marketing, as well as from the field of financial planning, into an understanding of the financial planning domains and business processes. Students will learn how to utilize new technologies to study and analyze investments, risks, retirement, insurance, and estate planning. The program provides students with a foundation for immediate integration into the practices in the financial planning industry. Students pursuing Financial Planning as a major are well prepared for careers in financial planning in many different facets of the industry. Students can build a private practice or work with financial institutions, registered investment advisers, insurance companies, broker/dealers, and even non-profit entities. The program is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board) and is grounded with the core courses that will fulfill the educational requirements to take the CFP (Certified Financial Planner) exam.
Program Delivery
This program is available:
Admission Requirements
Students must complete
60 credits
before admission to the program.
A GPA above 2.0 is preferred for the following:
Students will need to apply for admission into the major. Admissions will be based on interview and review of previous academic record.
A student cannot major in accounting, finance, and financial planning because of overlap in major requirements.
For information about University of Minnesota admission requirements, visit the
Office of Admissions
website.
Required prerequisites
Introductory Course (1 cr)
Not required for transfer students with 30 or more credits or for students who change college into LSBE.
UST 1000 - Learning in Community
(1.0-2.0 cr)
Required prerequisites
Pre-major Requirements (37 cr)
Electives: additional courses to bring total to 60 pre-candidacy credits. Non-LSBE statistics courses cannot be used to fulfill elective requirements.
ACCT 2001 - Principles of Financial Accounting
(3.0 cr)
ACCT 2002 - Principles of Managerial Accounting
(3.0 cr)
BLAW 2001 - The Legal Environment
[LE CAT8, HUMANITIES]
(3.0 cr)
ECON 1022 - Principles of Economics: Macro
[LE CAT, SOC SCI]
(3.0 cr)
ECON 1023 - Principles of Economics: Micro
[LE CAT, SOC SCI]
(3.0 cr)
ECON 2030 - Applied Statistics for Business and Economics
[LOGIC & QR]
(3.0 cr)
MIS 2201 - Information Technology in Business
(3.0 cr)
LSBE 2000 - Interpersonal and Teamwork Skills
(1.0 cr)
PSY 1003 - General Psychology
[LE CAT, SOC SCI]
(4.0 cr)
WRIT 1120 - College Writing
[LE CAT, WRITING]
(3.0 cr)
MATH 1160 - Finite Mathematics and Introduction to Calculus
[LE CAT, LOGIC & QR]
(5.0 cr)
or
MATH 1290 - Calculus for the Natural Sciences
[LE CAT2, LOGIC & QR]
(5.0 cr)
or
MATH 1296 - Calculus I
[LE CAT, LOGIC & QR]
(5.0 cr)
Communications or Foreign Languages
COMM 1112 - Public Speaking
[LE CAT, COMM & LAN]
(3.0 cr)
or
COMM 1222 - Interpersonal Communication
[LE CAT, LECD C, COMM & LAN]
(3.0 cr)
or
LSBE students are encouraged to take at least one year of college-level foreign language. (See LSBE Advising and Academic Services Office).
General Requirements
Program Requirements
LSBE Core (18 cr)
FIN 3601 - Corporate Finance
(3.0 cr)
MGTS 3301 - Production and Operations Management
(3.0 cr)
MGTS 3401 - Organizational Behavior and Management
(3.0 cr)
MGTS 3801 - Human Resource Management
(3.0 cr)
MGTS 4481 - Strategic Management
(3.0 cr)
MKTG 3701 - Principles of Marketing
(3.0 cr)
Advanced Writing and Professional Development Requirement (4 cr)
BCOM 3141 - Business Communications
(3.0 cr)
or
WRIT 3121 - Advanced Writing: Business and Organizations
(3.0 cr)
LSBE 3000 - Career Development for the Business Professional
(1.0 cr)
Financial Planning Group A (18 cr)
ACCT 3401 - Individual Income Taxation
(3.0 cr)
ACCT 4600 - Employee Benefit and Retirement Planning
(3.0 cr)
BLAW 4301 - Estate Planning Concepts and Strategies
(3.0 cr)
FIN 3644 - Investment Fundamentals
(3.0 cr)
FIN 3655 - Risk Management and Insurance
(3.0 cr)
FIN 4646 - Financial Plan Development
(3.0 cr)
Financial Planning Group B (3 cr)
Take 3 or more credit(s) from the following:
·
ACCT 4402 - Advanced Business Taxation
(3.0 cr)
·
MGTS 4461 - Business Ethics
(3.0 cr)
·
MGTS 4472 - Entrepreneurship
(3.0 cr)
·
MKTG 3721 - Social Media Marketing
(3.0 cr)
·
MKTG 3741 - Fundamentals of Selling
(3.0 cr)
·
MKTG 4731 - Consumer Behavior
(3.0 cr)
Supporting Courses (17 cr)
In addition to economics and international requirements listed below, you may complete up to 3 credits of additional internship credits and upper division (3xxx or above) non-LSBE courses for a total of 17 credits of supporting courses. NOTE: PSY 3020, STAT 3611 and SOC 3155 are equivalent to ECON 2030 and cannot be used to fulfill these requirements.
Economics Requirement
Take exactly 1 course(s) from the following:
·
ECON 3xxx
·
ECON 4xxx
International Requirement
Take exactly 1 course(s) from the following:
·
ACCT 4505 - International Accounting
(3.0 cr)
·
AMIN 3410 - Fur Trade in Canada and the United States
[CDIVERSITY]
(3.0 cr)
·
ANTH 3628 - Women in Cross-Cultural Perspective
(3.0 cr)
·
ANTH 3632 - Latin American Cultures
(3.0 cr)
·
ANTH 3638 - Peoples and Cultures of the Middle East
(3.0 cr)
·
ECON 3150 - Development Economics
(3.0 cr)
·
ECON 3402 - Global Economic Issues
(3.0 cr)
·
ECON 4410 - International Economics
(3.0 cr)
·
ENGL 3501 - British Literature I
[HUMANITIES]
(4.0 cr)
·
ENGL 3502 - British Literature II
[HUMANITIES]
(4.0 cr)
·
ENGL 5566 {Inactive}
(4.0 cr)
·
ENGL 5583 {Inactive}
(4.0 cr)
·
FIN 3649 - International Finance
(3.0 cr)
·
FR 4412 - Contemporary French Culture and Society
[HUMANITIES, GLOBAL PER]
(4.0 cr)
·
FR 4422 {Inactive}
[HUMANITIES]
(4.0 cr)
·
FST 4225 - INTB 4201, Chinese Business and Economics
[GLOBAL PER]
(3.0 cr)
·
FST 4295 - INTB 4211 Innovation in Ireland (GLOBAL PER)
[GLOBAL PER]
(3.0 cr)
·
GEOG 3461 - Geography of Global Resources
(3.0 cr)
·
GER 4302 - German Women Writers and Filmmakers
[HUMANITIES]
(4.0 cr)
·
GER 4305 - German Cinema
[HUMANITIES]
(4.0 cr)
·
GER 4404 - Contemporary Germany
[HUMANITIES, GLOBAL PER]
(4.0 cr)
·
HCM 4560 - International Comparisons of Health Care Systems
(3.0 cr)
·
HIST 3243 - Europe in Crisis in the 20th Century
(4.0 cr)
·
HIST 3244 - Holocaust & Genocide in Europe in the 20th Century
(4.0 cr)
·
HIST 3257 {Inactive}
(4.0 cr)
·
HIST 3264 - Russian Empire under the Tsars: Russia under the Romanovs from Peter the Great to Lenin
[GLOBAL PER]
(4.0 cr)
·
HIST 3386 - The United States and the World since 1898
(4.0 cr)
·
HIST 3615 - Modern Africa
(4.0 cr)
·
HIST 3616 {Inactive}
(4.0 cr)
·
HIST 3726 - Modern Middle East: 18th Century-Present
[GLOBAL PER]
(4.0 cr)
·
HIST 3825 - Islamic History from Muhammad to the Ottomans
[GLOBAL PER]
(4.0 cr)
·
MGTS 4474 - International Management
(3.0 cr)
·
MGTS 4861 - International Human Resource Management
(3.0 cr)
·
MKTG 4774 - International Marketing
(3.0 cr)
·
POL 3451 - Theories of International Relations
(4.0 cr)
·
POL 3456 - International Security: War and More
(4.0 cr)
·
POL 3517 - Western European Political Systems
(4.0 cr)
·
POL 3570 - Politics of Developing Nations
(3.0 cr)
·
SOC 3945 - Social Stratification
(3.0 cr)
·
SPAN 3042 - Civilization, Cultures and Communities in Latin America
[HUMANITIES, GLOBAL PER]
(4.0 cr)
·
SPAN 3044 - Civilization, Cultures and Communities of Spain
[HUMANITIES, GLOBAL PER]
(4.0 cr)
·
SPAN 4011 - Latin American Prose
[HUMANITIES]
(4.0 cr)
·
SPAN 4018 - Latin America From Within
[HUMANITIES]
(4.0 cr)
·
SPAN 4027 - Contemporary Literature and Culture of Spain
[HUMANITIES]
(4.0 cr)
·
WS 3000 - Transnational Perspectives on Feminism
[SOC SCI, GLOBAL PER]
(3.0 cr)
·
WS 3001 - Gender Relations in the Global South
[GLOBAL PER]
(3.0 cr)
·
WS 3002 - Latin American Women: Culture and Politics
(3.0 cr)
·
WS 3400 - Women and Film
[GLOBAL PER]
(3.0 cr)
|
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Credits: | 1.0 -2.0 [max 2.0] |
Course Equivalencies: | EHS 1000/UST 1000/ ES 1000 |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Course Equivalencies: | FMIS 2201/1201/3201/CS 1011 |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 1.0 [max 1.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 5.0 [max 5.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 5.0 [max 5.0] |
Course Equivalencies: | Math1290/1296/1596 |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 5.0 [max 5.0] |
Course Equivalencies: | Math1290/1296/1596 |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Course Equivalencies: | Comm 1112/1511 |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 1.0 [max 1.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall |
Credits: | 3.0 [max 3.0] |
Prerequisites: | 3401, 3801, LSBE candidate or approved non-LSBE Organizational Management minor or college consent |
Grading Basis: | A-F only |
Typically offered: | Every Fall |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Prerequisites: | 3102, LSBE candidate or college consent |
Grading Basis: | A-F only |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Periodic Fall |
Credits: | 3.0 [max 3.0] |
Course Equivalencies: | ANTH 3628/WS 3628 |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Prerequisites: | minimum 30 cr or instructor consent |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall, Spring & Summer |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Summer |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Course Equivalencies: | FST 4225/INTB 4201 |
Grading Basis: | A-F or Aud |
Typically offered: | Every Summer |
Credits: | 3.0 [max 3.0] |
Course Equivalencies: | FST 4295/INTB 4211 |
Grading Basis: | A-F only |
Typically offered: | Every Summer |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall, Spring & Summer |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall, Spring & Summer |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Every Fall |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F only |
Typically offered: | Periodic Fall, Spring & Summer |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 4.0 [max 8.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Spring |
Credits: | 4.0 [max 4.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Every Fall & Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Spring |
Credits: | 3.0 [max 3.0] |
Grading Basis: | A-F or Aud |
Typically offered: | Periodic Fall, Spring & Summer |