GER
SAINT JOSEPH’S UNIVERSITY
Erivan K. Haub School of Business
Revised 5-10-2011
Financial Planning Major
Typical Course Sequence by Semester (for the classes of 2011, 2012, and 2013)
FALL
SPRING
Freshman Year Semester 1
Freshman Year Semester 2
ACC 101 Financial Accounting
ACC 102 Managerial Accounting
ENG 101 Craft of Language
ENG 102 Texts & Contexts
DSS 200 Intro to Info Systems
ECN 101 Micro Economics
1Foreign
1Foreign
Language
Language
MATH 105 or higher
MATH 106 or higher
Sophomore Year Semester 1
Sophomore Year Semester 2
FIN 200 Intro to Finance
FPL 200 Personal Financial Planning
DSS 210 Business Statistics
PHL 101 The Human Person or
DSS 220 Business Analytics
3rd
LANG1
Theology Level 1 Course
ECN 102 Macro Economics
HIS 102 Intro to Western Civilization II
HIS 101 Intro to Western Civilization I
MKT 201 Principles of Marketing
Junior Year Semester 1
Junior Year Semester 2
FPL 300 Retirement Plan
FPL 302 Individual Taxation
FPL 301 Estate Planning
PHL 154 or PHL Upper Level Course
SOC SCI
2MGT
NAT SCIENCE
NAT SCIENCE
PHL 101 or PHL 154 Moral Foundations2
Theology Level 2 Course
Senior Year Semester 1
Senior Year Semester 2
RMI 200 Introduction to Insurance
FPL, FIN, or RMI Elective3
Theology Level 3 Course
BUS 495 Business Policy
MGT 360 Legal Environment of Business
PHL Upper Level or ELECTIVE
ELECTIVE
ART/LIT
ELECTIVE
ELECTIVE
110 or MGT 120
1
If taking a 3-course sequence to fulfill the foreign language requirement, the first course counts as one of your free
electives and the third course typically is completed in fall semester of sophomore year. Contact your advisor in order
to develop an appropriate plan.
2
PHL 154 was formerly called PHL 103 “Moral Philosophy.” MGT 110 and MGT 120 were formerly called MGT 101
“Organizations in Perspective.” The Previous titles fulfill the same requirement.
3
See the Financial Planning section in the online Catalog for options and pre-requisites.
GER FINANCIAL PLANNING MAJOR CHECKLIST (total of 40 courses) Revised 5-10-2011
GER Common Courses
____ ENG 101
____ ENG 102
____ PHL 101
____ PHL 154
____ HIS 101
____ HIS 102
(6 courses)
The Craft of Language
Texts and Contexts
The Human Person
1
Moral Foundations (Moral Philosophy)
Introduction to Western Civilization I
Introduction to Western Civilization II
Students:
This checklist is in order according to
requirement category.
Be sure to review the notes at the bottom
of the opposite page as well as the course
catalog for more specific guidelines.
GER University Distribution Requirements (14 courses)
____ ____
Foreign Language – 2 courses at the intermediate level
____
Art and Literature – 1 course
____ ____
Mathematics – 2 courses at the MAT 105/106 level or above
____ ____
Natural Sciences – 2 courses
____
Philosophy – 1 course in addition to 2 common courses
____ ____ ____ Social Behavior Sciences – 3 courses *ECN 101, ECN 102, plus one other nonEconomics course in the Social Behavior Sciences
____ ____ ____ Theology – 3 courses *one from each level
Business Foundation Required Courses (10 courses)
____ ACC 101
Concepts of Financial Accounting
____ ACC 102
Managerial Accounting
____ DSS 200
Introduction to Information Systems
____ DSS 210
Business Statistics
____ DSS 220
Business Analytics
____ FIN 200
Introduction to Finance
____ MGT 360
Legal Environment of Business
____ MGT 110/120 1Essentials of Organizations or Essentials of Management (Organizations in Perspective)
____ MKT 201
Principles of Marketing
____ BUS 495
Business Policy (senior year)
Courses in Major
____ FPL 200
____ FPL 300
____ FPL 301
____ FPL 302
____ RMI 200
____ --- ---
Note for courses in major: GER students who
(6 courses)
have recently switched to this major may
Personal Financial Planning
need to have an adjustment in these 6
Retirement Plan
courses if a different FIN course has already
Estate Planning
been completed. See the Department Chair.
Individual Taxation or ACC 215
Introduction to Insurance
FPL, FIN, or RMI Elective (see Financial Planning in the online Catalog for options)
Free Electives
____ Free Elective
____ Free Elective
____ Free Elective
____ Free Elective
(4 courses)
1
PHL 154 was formerly called PHL 103 “Moral Philosophy.” MGT 110 and MGT 120 were formerly called MGT 101
“Organizations in Perspective.” The Previous titles fulfill the same requirement.