Finance BS Degree Typical Four-year Outline

The uAchieve Interactive Degree Audit is the official method for tracking the completion of your specific degree requirements. Please be aware that there are multiple ways for students to progress through this major. This is just one sample and adjustments may be required due to curriculum changes. Students should work with their advisor to develop their individual plan. A full list of undergraduate course descriptions is available.

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First Year

 

Fall Semester
Course Prerequisites Credit
MA 1035/1161/1161 - Calculus (Essential Ed Math) MA 1032 or MA 1031 or MA 1120 or ALEKS Math Placement >= 76 or CEEB Calculus AB >= 2 or CEEB Calculus BC >= 2 or CEEB Calculus AB Subscore >= 2 or ACT Mathematics >= 26 or SAT Math Section Score-M16 >= 610 4–5
ACC 2000 - Accounting Principles I (Essential Ed STEM)   3
EC 2001 - Principles of Economics (Essential Ed Fnd in Human World) MA 1030 or MA 1031 or MA 1032 or MA 1135/1160/1161/1121 (Concurrent) 3
UN 1015 - Composition   3
UN 1013/2013 (Essential Ed - Seminar)   1
Total   14–15
Spring Semester
Course Prerequisites Credit
MA 2720 - Statistical Methods MA 1030 or MA 1032 4
ACC 2100 - Accounting Principles II ACC 2000 3
MIS 2000 - IS/IT Mgt (Essential Ed STEM)   3
FIN 3000 - Principles of Finance ACC 2000 and MA 1030 or MA 1031 or MA 1032 or MA 1135/1160/1161/1121 3
Essential Education – Activities for Well-Being and Success   1
Total   14

Second Year

Fall Semester
Course Prerequisites Credit
BUS 2300 - Quantitative Problem Solving BUS 2100 or MA 2720/2720/3710/3720 3
BUS 2200 - Business Law (Essential Ed SHAPE)   3
FIN 4100 - Advanced Financial Management FIN 3000 or EC 3400 3
FIN 4000 - Investment Analysis FIN 3000 or EC 3400 and MA 2710/2720/3710 3
Essential Education – Communication Intensive   3
Total   15
Spring Semester
Course Prerequisites Credit
BUS 3000 - Intr to Business Analytics BUS 2300 3
MKT 3000 - Principles of Marketing   3
MGT 2000 - Team Dynamics and Decision Making So, Jr, or Sr 3
Focused Elective   3
Essential Education – Activities for Well-Being and Success   1
Total   13

Third Year

Fall Semester
Course Prerequisites Credit
OSM 3000 - Operations and Supply Chain Management MA 1135/1160/1161/1121 and MA 2710/2720/3710/3720 or EET 2010 or BUS 2100 or CEE 3710 and Jr or Sr 3
MGT 3000 - Organizational Behavior So, Jr or Sr 3
Focused Elective   3
Essential Education – Natural and Physical Science   3
Essential Education – Intercultural Competency   3
Total   15
Spring Semester
Course Prerequisites Credit
EC 3100 - International Economics EC 2001 3
Focused Elective   3
FIN 4200 - Derivatives and Financial Engineering FIN 3000 or EC 3400 and MA 2710/2720/3710 3
Essential Education – Arts and Culture   3
Total   15

Fourth Year

Fall Semester
Course Prerequisites Credit
MGT 4000 - Strategic Management Sr and MIS 2000 and FIN 3000 and OSM 3000 and MGT 3000 and MKT 3000 and BUS 2300 3
EC 4400 - Banking and Financial Institutions EC 3003 or FIN 3000 3
Focused Elective   3
Additional/Focused Elective   3
Essential Education – Activities for Well-Being and Success   3
Total   13
Spring Semester
Course Prerequisites Credit
Additional/Focused Elective   3
Additional/Focused Elective   3
Free Electives   Variable based on Academic Planning
Essential Education – Experience   3
Total   9–?

Grand Total = 120 Credits

Essential Education Requirements (24 total credits)

Required courses are:

  • Essential Ed Seminar (UN 1013 or UN 2013, 1 credit),
  • Composition (UN 1015-3 credits),
  • a Natural and Physical Science course (3 credits),
  • a Communication Intensive course (3 credits),
  • an Arts and Culture course (3 credits),
  • an Intercultural Competency course (3 credits),
  • an Essential Education Experience course (3 credits),
  • and 3 credits of Activities for Well-being and Success.

For specific courses, reference Essential Education on the Registrar's website.

Finance Focused Electives: 12-21 credits PREREQS

  • FIN4300-Personal Financial Planning (3 cr); Sp; FIN3000 or EC3400
  • FIN4400-Equity Analysis (3 cr); On Demand; FIN3000 or EC3400
  • FIN4500-Risk Management (3 cr); Sp; FIN3000 or EC3400 and MA2710/2720/3710
  • FIN4600-FinTech Foundations (3 cr); F ;FIN3000 or EC3400
  • FIN4700-Global Finance (3 cr); F; FIN3000 or EC3400
  • FIN4801/4802/4803-Applied Portfolio Management Program (APMP) (6 cr); SU, F, Sp; Jr or Sr; Must Apply
  • FIN4990-Special Topics in Finance (3 cr); On Demand; FIN3000 or EC3400

Additional Electives: 0-9 total credits PREREQS

• ACC3000-Intermediate Accounting I (3 cr); F; ACC2000
• ACC3100-Intermediate Accounting II (3 cr); Sp; ACC3000 and FIN3000 ©
• ACC3600-Foundations of Taxation (3 cr); F; ACC2000
• ACC4100-Audit and Assurance (3 cr); F; ACC3000
• BUS3900-Business Internship (1-4 cr); By Arrangement; Submit Proposal in advance
• EC3002-Microeconomic Theory (3 cr); Sp; EC2001 and MA1135/1160/1161/1121
• EC4050-Game Theory (3 cr); F, Sp; So, Jr or Sr
• EC4200-Econometrics (3 cr); F; (EC2001/3002/3003) & (BUS2100 or MA2720/2720/3710)
• MA2160- Calculus with Technology II (4 cr); F, Sp, Su; MA1135/1160/1161/1121
• MGT4600-Mangement of Technology and Innovation (3 cr); F, Sp, Su; Jr or Sr
• MIS2100-Intro to Business and Analytics Programming (3 cr); F; So, Jr or Sr
• MIS3100-Business Database Modeling and Mgt (3 cr); F; MIS2000 or MIS2100 or CS1122 or CS1131
• MIS4000-AI and Emerging Technologies for Business (3 Cr); F; MIS2100 or CS1122 or CS1131
• MKT3600-Marketing Data Analytics (3 cr); Sp; MKT3000 and BUS2100 or MA2720/2720/3710/3720
• MKT4100-Sales and Sales Technology (3 cr); F; MKT3000

Additional Notes

  • Prerequisite (pre-req) course must be successfully completed PRIOR to taking the subsequent course.
    • Concurrent Prerequisites (concurrent noted by ©) may be taken at the same time, although it is not necessary if the prerequisite course is completed first.
      • Required Corequisite (co-req) courses that MUST be taken together in the same semester.
      • Class Standing: So (Sophomore Standing earned 30 credits) Jr (Junior Standing earned 60 credits), Sr (Senior Standing earned 90 credits)
      • Semester Offered: Noted under electives with F (Fall), Sp (Spring), Su (Summer) or On Demand (no anticipated offering but may show in the schedule, consult COB advisor)
  • Math: Students are placed into an initial math course based on ACT/SAT math score, the online ALEKS assessment, or a math placement exam score for credit (AP, IB, CLEP).
  • Transfer, Advanced Placement, or study abroad courses are not included in credit hours used for GPA calculations. Transfer credit is awarded for Michigan Tech equivalent coursework only if a grade of ‘C’ or better (2.00/4.00) or equivalent is earned at a transfer institution. Study abroad credit will be awarded based on passing a course according to equivalent international standards. Advanced Placement credit is awarded according to published AP Exam score standards (also IB and CLEP).

This degree plan is not an official list of degree requirements. Adjustments may be required due to curriculum changes.

For 2025-2026. Revised Summer 2025.