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) MA1032 or MA1031 or MA1120 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
ACC2000-Accounting Principles I (Essential Ed STEM)   3
EC2001-Principles of Economics (Essential Ed Fnd in Human World) MA1030 or MA1031 or MA1032 or MA1135/1160/1161/1121 (Concurrent) 3
UN1015- Composition   3
UN1013/2013 (Essential Ed - Seminar)   1
Total   14–15
Spring Semester
Course Prerequisites Credit
MA2720 - Statistical Methods MA1030 or MA1032 4
ACC2100 - Accounting Principles II ACC2000 3
MIS2000 - IS/IT Mgt (Essential Ed STEM)   3
FIN3000 - Principles of Finance ACC2000 and MA1030 or MA1031 or MA1032 or MA1135/1160/1161/1121 3
Essential Education – Activities for Well-Being and Success   1
Total   14

Second Year

Fall Semester
Course Prerequisites Credit
BUS2300-Quantitative Problem Solving BUS 2100 or MA 2720/2720/3710/3720 3
BUS2200-Business Law (Essential Ed SHAPE)   3
FIN4100-Advanced Financial Management FIN 3000 or EC 3400 3
FIN4000-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
BUS3000-Intr to Business Analytics BUS 2300 3
MKT3000-Principles of Marketing   3
MGT2000-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
OSM3000-Operations and Supply Chain Management MA1135/1160/1161/1121 and MA2710/2720/3710/3720 or EET2010 or BUS2100 or CEE3710 and Jr or Sr 3
MGT3000-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
EC3100-International Economics EC2001 3
Focused Elective   3
FIN4200-Derivatives and Financial Engineering FIN3000 or EC3400 and MA2710/2720/3710 3
Essential Education – Arts and Culture   3
Total   15

Fourth Year

Fall Semester
Course Prerequisites Credit
MGT4000-Strategic Management Sr and MIS2000 and FIN3000 and OSM3000 and MGT3000 and MKT3000 and BUS2300 3
EC4400-Banking and Financial Institutions EC3003 or FIN3000 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.