Aug 25, 2025  
2025-2026 Undergraduate Catalog 
    
2025-2026 Undergraduate Catalog

Finance, Financial Planning Track (BS) Sample Plan


Year One

Fall Spring
EN - 103 Composition and Rhetoric I   3 EN - 104 Composition and Rhetoric II   3
PL - 109 Philosophical Thinking  or MA - 111 Probability and Statistics  
(Satisfies Expanded Literacies:Mathematical Reasoning - 1/6)
3 PL - 109 Philosophical Thinking  or MA - 111 Probability and Statistics   
(Satisfies Expanded Literacies:Mathematical Reasoning - 1/6)
3
UNIV - 101 First-Year Experience   3 TH - 109 Catholic Theology   3
FN - 290 Personal Finance   3 AB - 272 The Legal Environment of Business    3
Free Elective 3 Free Elective  3
TOTAL CREDITS 15 TOTAL CREDITS 15

Year Two

Fall Spring
Expanded Literacies (2/6) or Free Elective 3 Expanded Literacies (2/6) or Free Elective  3
Expanded Literacies (3/6)  3 Expanded Literacies (5/6) 3
AB - 217 Financial Accounting   3 EC - 210 Principles of Microeconomics   3
EC - 209 Principles of Macroeconomics 
(Satisfies Expanded Literacies: Social Analysis - 4/6) 
3 FN - 220 Money and Banking   3
MG - 220 Data Analysis   3 FN - 342 Introduction to Risk Management  + 3
UNIV - 110 Being Well  or FN - 100 Financial Literacy   1 UNIV - 110 Being Well  or FN - 100 Financial Literacy   1
TOTAL CREDITS 16 TOTAL CREDITS 16

Year Three

Fall Spring
Lens 1, 2, or 3 (1/3)  3 Lens 1, 2, or 3 (2/3)  3
Expanded Literacies (6/6) or Free Elective 3 Expanded Literacies (6/6) or Free Elective 3
FN - 311 Income Tax Planning *+ 3 FN - 315 Retirement and Estate Planning  + 3
MK - 215 Sales and Sales Management   3 FN - 361 Investments and Portfolio Management   3
FN Elective**  3 FN Elective* 3
TOTAL CREDITS 15 TOTAL CREDITS 15

Year Four

Fall Spring
Catholicism in Dialogue or Lens 1, 2, or 3 (3/3)  3 Catholicism in Dialogue or Lens 1, 2, or 3 (3/3)  3
Free Elective  3 FN - 417 Financial Plan Development + 3
Free Elective 3 Free Elective  3
Free Elective 3 Free Elective  3
Free Elective 3 MG - 4000 Business Capstone    1
TOTAL CREDITS 15 TOTAL CREDITS 13

TOTAL OVERALL CREDITS: 120

*AB 322  and AB 323 /AB 324  together can be taken in place of FN 311.

**Finance Electives - Six credits at the 200-400 level: Finance Internship (FN 454 ) strongly recommended; may include AB 301  or EC 400 ; however, EC 400 cannot simultaneously satisfy this requirement and the Cultural Awareness requirement for the Connections Curriculum.

+Currently offered only in Adult Studies

For more information about the requirements in our general education Connections Curriculum, which are included in the sample plan above, please see I. General Education (Connections Curriculum), which can be found in The Undergraduate Program .

***4+1 BS/MBA: The Finance Department offers a Bachelor’s to Masters (4+1) program that enables qualifying students to register for MBA courses during their senior year. For more information, see the DeSales University Graduate Catalog and consult with the MBA Program Director.