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2004-2005 Financial Services
2004 - 2005 Financial Services
Objectives | Program Requirements
| Plan of Study | Course
Descriptions
Program Director: Roger Ignatius
Faculty: Jean Beaulieu, Gaylen Bunker, Haiwei Chen, Rich Collins, Roger Ignatius,
Nancy Panos Schmitt
Program Goals
The Financial Services Program offers a major leading to a Bachelor of Science
degree that will prepare students for a career in either investments, insurance,
banking, consulting, or financial planning. The theoretical and practical aspects
of financial services are integrated to provide students with critical thinking
skills and analytical tools as a foundation for life-long learning. After completing
the program, students will have the educational preparation to qualify for the
certified financial planning professional licensing examination. Students completing
a bachelor degree in financial services should:
- Develop an understanding of the functional structure within a firm and the
role of finance for the goal of maximizing a firm's value
- Develop an understanding of economic and financial concepts, analytical
tools, and the theories and models of making critical managerial decisions
- Develop the ability to conceptualize problems and to develop solutions to
complex financial problems and support the decision with rational justification
of conclusions
- Develop the ability to effectively communicate complex financial concepts,
analyses, and decision
- Develop a good corporate ethical standard in financial service practice
Objectives
The Financial Services Program offers a major leading to a Bachelor of Science
degree that will prepare students for a career in either investments, insurance,
banking, consulting, or financial planning. The theoretical and practical aspects
of financial services are integrated to provide students with critical thinking
skills and analytical tools as a foundation for life-long learning. After completing
the program, students will have the educational preparation to qualify for the
certified financial planning professional licensing examination.
Program Requirements
To fulfill the requirements for the major in Financial Services, students must
complete the courses outlined below and maintain a minimum 2.3 GPA in all course
work required by the program.
For course prerequisites, please refer to the course description.
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Liberal Education Courses
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Financial Services students should take the following courses as part
of the liberal education (LE) requirements. These courses must be completed
before registering for upper division business courses:
ECON 253 Elementary Macroeconomics (LE Group 3)
ENGL 110 Composition and Research (LE Skills Requirement)
MATH 141 College Algebra (LE Group 10)
MATH 150 Elementary Statistics (LE Skills Requirement)
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Requirement Description
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I.
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Foreign Language Requirement
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Financial Services majors must complete eight credit hours in one of
the following ways:
- Four credit hours of a foreign language, and either: four credit hours
of a Westminster May term/summer international study tour, or four credits
of an international study tour transferred from an accredited college
or university.
- Eight credit hours of a single foreign language.
See Foreign Language Requirement for equivalencies, AP and CLEP credit
policy.
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II.
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Lower Division Business Courses
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MGMT 110 Historical Traditions of Business and Entrepreneurship
ACCT 213 Accounting Principles
ECON 253 Elementary Macroeconomics
ECON 263 Elementary Microeconomics
MATH 150 Elementary Statistics
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III.
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Upper Division Business Courses
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FINC 307 Corporate Finance
MGMT 305 Principles of Management
MGMT 325 Business and Employment Law
MKTG 300 Principles of Marketing
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IV.
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Upper Division Financial Services Courses
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FINC 305 Investment and Analysis
FINC 315 Personal Financial Planning & Insurance
FINC 316 Retirement Planning & Employee Benefits
ACCT 474 Individual Income Taxation
ACCT 475 Estate and Tax Planning Strategy
Two additional electives chosen from the following:
MKTG 303 Professional Selling (4)
FINC 317 Securities Regulations and Trading (4)
PSYC 330 Interpersonal Communication Skills (4)
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4
4
4
4
4
8
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V.
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Practice/Experience Courses
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FINC 440* Internship
or
FINC 442* Professional Portfolio
*Note to transfers: all internships (440) must be taken at upper division
level. For transfer of credit for 441 or 442, please see the Practice
Experience Coordinator.
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TOTAL HOURS FOR FINANCIAL SERVICES
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Note: All students must complete 124 hours of coursework to graduate,
40 hours of which must be upper division (300 level or above). Students may
need to take other courses to complete the college hours requirement.
Please refer to the Undergraduate Degree Requirements section of this catalog
for information about restrictions when completing a major and a minor or two
majors.
Recommended Plan of Study for Financial
Services
In order to complete all major requirements, Financial Services majors should
plan to take business courses in the following stages, subject to scheduling
and availability constraints, in conjunction with other required courses and
electives.
Freshman - Sophomore
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Sophomore - Junior
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ACCT
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213 Accounting Principles
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ACCT
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313 Managerial Accounting
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ECON
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253 Elem Macroeconomics
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FINC
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307 Corporate Finance
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ECON
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263 Elem Microeconomics
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FINC
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315 Pers'l Fin Plann'g & Ins
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MGMT
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110 Hist/Trad of Bus & Entrep
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MGMT
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305 Princ of Management
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MATH
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141 College Algebra
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MGMT
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325 Business Law
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MATH
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150 Statistics
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MKTG
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300 Princ of Marketing
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Foreign Language
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Foreign Language
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Junior - Senior
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FINC
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316 Retirement Planning & Employee Benefits
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FINC
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305 Investments & Analysis
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FINC
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440/442 Internship Requirement
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ACCT
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474 Individual Income Taxation
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ACCT
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475 Estate and Tax Planning Strategy
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Upper Division Financial Services Electives
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