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Program checklist · B.S.

Financial Planning and Wealth Management

Utah Valley University · Orem, UT

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
B.S.
Credential class
ceterms:BachelorDegree
CIP
52.0810
Total credits (published)
120
Credits (computed from items)
138
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
230737
CourseShelf checklist
CK_230737_a8ef48e0
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 61

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Matriculation Requirements

0 items

    Business Foundation Matriculation Courses

    1 item
    1. ACC 2110
      3

    Complete one of the following:

    0 items

      My Educator 1

      7 items
      1. IM 2010
        Business Computer Proficiency
        As published: “Business Computer Proficiency (3) 1”
        3
      2. IM 2600
        Spreadsheet Applications
        As published: “Spreadsheet Applications (3) 1”
        3
      3. MGMT 2400
        3
      4. MGMT 2240
        3
      5. MGMT 2340
        Business Statistics I
        or: STAT 2040 Principles of Statistics
        3
      6. MKTG 2200G
        Written Business Communication
        As published: “Written Business Communication 2”
        3
      7. ECON 2010
        3

      Program Requirements

      0 items

        General Education Requirements

        general education · 13 items
        1. ENGL 1010
          Introduction to Academic Writing
          or: ENGL 1005 Foundations of Academic Writing
          3
        2. ENGL 2010
          3
        3. Complete one of the following:
          Not resolved to a course
          3
        4. MATH 1050
          College Algebra
          As published: “College Algebra (4)”
          4
        5. MATH 1055
          College Algebra with Preliminaries
          As published: “College Algebra with Preliminaries (5)”
          5
        6. MATH 1090
          College Algebra for Business
          As published: “College Algebra for Business (3)”
          3
        7. Complete one of the following:
          Not resolved to a course
          3
        8. HIST 2700& HIST 2710
          US History to 1877and US History since 1877 (6)
          Not resolved to a course
        9. HIST 1700
          American History
          As published: “American History (3)”
          3
        10. HIST 1700
          American History
          As published: “American History (3)”
          3
        11. HIST 1740
          US Economic History
          As published: “US Economic History (3)”
          3
        12. POLS 1000
          American Heritage
          As published: “American Heritage (3)”
          3
        13. POLS 1100
          American National Government
          As published: “American National Government (3)”
          3

        Distribution Courses:

        6 items
        1. Biology
          Not resolved to a course
          3
        2. Physical Science
          Not resolved to a course
          3
        3. Social Science
          Not resolved to a course
          3
        4. Personal, Professional, and Civic Growth
          Not resolved to a course
          3
        5. Humanities
          Not resolved to a course
          3
        6. Fine Arts
          Not resolved to a course
          3

        Discipline Core Requirements

        major core · 0 items

          Matriculation Courses

          1 item
          1. ACC 2110
            3

          Complete one of the following:

          0 items

            My Educator 1

            7 items
            1. IM 2010
              Business Computer Proficiency
              As published: “Business Computer Proficiency (3) 1”
              3
            2. IM 2600
              Spreadsheet Applications
              As published: “Spreadsheet Applications (3) 1”
              3
            3. ECON 2010
              3
            4. MGMT 2400
              3
            5. MGMT 2240
              3
            6. MGMT 2340
              Business Statistics I
              or: STAT 2040 Principles of Statistics
              3
            7. MKTG 2200G
              Written Business Communication
              As published: “Written Business Communication 2”
              3

            Business Core Courses

            major core · 7 items
            1. FIN 3100
              3
            2. MKTG 3600
              3
            3. MGMT 3000
              3
            4. MGMT 3450
              3
            5. MGMT 4860
              3
            6. ECON 3050G
              International Economics
              or: MGMT 3300G Survey of International Business
              or: MGMT 3320G Cross Cultural Communications for International Business
              3
            7. MKTG 2390
              3

            Personal Financial Planning Core Requirements

            major core · 11 items
            1. FIN 3060
              3
            2. FIN 3200
              3
            3. FIN 3220
              3
            4. FIN 3400
              3
            5. FIN 4270
              3
            6. FIN 4290
              3
            7. FIN 5210
              3
            8. FIN 5260
              3
            9. FIN 5300
              Tax Planning for Personal Financial Planners
              As published: “Income Tax Planning”
              3
            10. FIN 5800
              Wealth Management and Financial Planning Capstone
              As published: “Financial Planning and Wealth Management Capstone”
              3
            11. FIN 4830R
              1

            Personal Financial Planning Elective Requirements

            electives · 3 items
            1. Complete 3 semester credit hours from the following courses:
              Not resolved to a course
              3
            2. FIN 4810R
              Financial Planning Internship
              As published: “Financial Planning Internship (3)”
              2-8
            3. FIN 4200
              Financial Counseling Practicum
              As published: “Financial Counseling Practicum (3)”
              3

            Other upper division courses as approved by the Department Chair

            0 items

              Elective Requirements

              electives · 1 item
              1. Complete 17 semester credit hours of any course numbered 1000 or higher
                Not resolved to a course
                17

              Students are strongly encouraged to select from the following courses:

              5 items
              1. FIN 4190
                Applied Asset Diversification and Management
                As published: “Applied Asset Diversification and Management (3)”
                3
              2. FIN 4600
                AFC Exam Preparation
                As published: “AFC Exam Preparation (3)”
                3
              3. FIN 4570R
                Advanced Topics in Finance
                As published: “Advanced Topics in Finance (3) (Adv Tops FIN SIE Series 7)”
                3
              4. FIN 5700
                CFP Examination Preparation
                As published: “CFP Exam Preparation (3)”
                3
              5. FIN 3170
                Financial Statement Analysis
                As published: “Financial Statement Analysis (undefined)”
                3

              Students are also encouraged to consider the following business courses:

              6 items
              1. MKTG 3650
                Professional Selling
                As published: “Professional Selling (undefined)”
                3
              2. ECON 3060
                Money and Banking
                As published: “Money and Banking (3)”
                3
              3. ECON 3070
                Behavioral Economics
                As published: “Behavioral Economics (3)”
                3
              4. FIN 3030
                Foundations of Risk Management and Insurance
                As published: “Foundations of Risk Management and Insurance (3)”
                3
              5. FIN 4160
                Portfolio Management
                As published: “Portfolio Management (3)”
                3
              6. FIN 5510
                Investment Products
                As published: “Investment Products (3)”
                3

              Students are also encouraged to consider the following courses:

              6 items
              1. PSY 1010
                General Psychology
                As published: “General Psychology (3)”
                3
              2. COMM 2110
                Interpersonal Communication
                As published: “Interpersonal Communication (3)”
                3
              3. CS 1400
                Fundamentals of Programming
                As published: “Fundamentals of Programming (3)”
                3
              4. FAMS 1150
                Marriage and Relationship Skills
                As published: “Marriage and Relationship Skills (3)”
                3
              5. COMM 1020
                Public Speaking
                As published: “Public Speaking (3)”
                3
              6. COMM 3420
                Communication and Conflict
                As published: “Communication and Conflict (3)”
                3
              Source. Utah Valley University, catalog 2026 — https://catalog.uvu.edu/business/finance-economics/financial-planning-and-wealth-management-bs/. Captured page pages/0207.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.