College of Business Administration
Office of Student Engagement
Undergraduate Business Advising Center
Upper Division Major Worksheet (see reverse for lower division requirements)
FINANCE | FINANCIAL PLANNING TRACK
Upper Division Major Core Requirements (24 units)
Course
Grade
Institution/Semester Taken
Equivalent Course
Prerequisites/Notes
The following courses are open to expressed interest in business students who have completed the lower division requirements:
DS 101 – Data Analysis for Managers
(MATH 24 and STAT 1)
HROB 101 – Mgmt of Contemporary Org
(junior standing)
MGMT 102 – Business Communication
(ENGL 20 and junior standing)
Students must be approved into the upper division business major in order to enroll in the following courses:
FIN 101 – Business Finance
MKTG 101 – Principles of Marketing
OPM 101- Operations Management
(DS 101; concurrent enrollment ok)
MIS 101 – Computer Info Systems for
Management
GM 105 – Strategic Management
(DS 101, HROB 101, MGMT 102, FIN 101, MKTG 101, OPM 101)
Concentration Requirements (21 units)
Course
Grade
Institution/Semester Taken
Equivalent Course
Prerequisites/Notes
ACCY 171 – Federal Tax Procedures I
FIN 135 – Investments
(FIN 101)
FIN 136 – Modern Portfolio Management
(FIN 101)
FIN 138 – Principles of Risk Management &
Insurance
FIN 140 – Employee Benefits
(FIN 138)
FIN 150++ – Professional Financial Planning
(ACCY 171, FIN 135, FIN 136, FIN 138, and FIN 140;
FIN 136 and/or FIN 140 may be taken concurrently)
Select ONE elective course from the following:
FIN 134 – Financial Management
(FIN 101)
FIN 139 – Business Property & Liability
Insurance
(FIN 138)
FACS 141 – Family Finance
++ Typically offered Spring semester only
College of Business Administration
Office of Student Engagement
Undergraduate Business Advising Center
Business Administration Major Worksheet – Finance – Financial Planning Track
Effective Fall 2018
Lower Division Requirements (24 units)
All lower division requirements must be completed at the time of application to the upper division major.
Course
Grade
Institution/Semester Taken
Equivalent Course
Prerequisites/Notes
MIS 1 – Word Processing
MIS 2 – Spreadsheets
MIS 3 – Presentation Graphics
ACCY 1 – Accounting Fundamentals
ACCY 2 – Managerial Accounting
(ACCY 1)
ECON 1A – Introduction to Macroeconomics
ECON 1B – Introduction to Microeconomics
MATH 24 – Modern Business Mathematics
(ALEKS PPL) Calculus courses ok as substitution
MGMT 10 – Introduction to Business Law
STAT 1 – Introduction to Statistics
(ALEKS PPL)
The Business Administration major is impacted.
Applicants will be ranked based on overall GPA and lower division major GPA.
Minimum GPA to apply is 2.4, however, this does not guarantee admission to the program. Actual GPA cut-offs
have been higher.
All lower division requirements must be completed at the time of application.
For a recent history of the “cutoff GPA” please visit www.csus.edu/cba/ubac/impaction.html.
The number of students admitted to the major each semester will vary depending on faculty resources.
Where to apply:
The application can be found in the Student Center- bottom right under “Forms” OR
www.csus.edu/cba/ubac/impaction.html.
When to apply online:
Spring Semester
If finishing computer literacy/lower division courses by the end of the previous Summer, the application
will be available September 1.
Supplemental online business application due:
October 15
Fall Semester
If finishing computer literacy/lower division courses by the end of the previous Fall, the application will be
available February 1.
Supplemental online business application due:
March 15
