Finance, B.B.A. - Personal Financial Planning Track and Certificate

Finance Personal Financial Planning Track Major Coursework and Certificate (24 Credit Hours)

Finance majors interested in course work related to careers in personal financial planning may pursue a Personal Financial Planning Track in Finance and receive a Personal Financial Planning certificate by meeting the following requirements within the Finance Major, and having a 3.0 or higher cumulative grade point average to declare the track for the certificate. To earn the certificate, students must complete 24 credits of courses designated with an asterisk (*) and complete all requirements for the Bachelor of Business Administration (B.B.A.) degree with a major in Finance.

The Personal Financial Planning Track in Finance at UH Bauer College is a Certified Financial Planner Board of Standards, Inc. (CFP Board) Registered Program.  Students completing the Personal Financial Planning Track in Finance will have met the Education requirement for CFP® Certification Examination administered by CFP Board.

• Twenty-one (21) credit hours of required finance courses must be:

• FINA 4320 - Investment Management Credit Hours: 3.0 *
• FINA 4330 - Corporate Finance Credit Hours: 3.0 *
• FINA 4352 - Personal Financial Planning Credit Hours: 3.0 *
• FINA 4353 - Practicum in Personal Financial Planning Credit Hours: 3.0 *
• FINA 4329 - Life Insurance and Annuities Credit Hours: 3.0 *
• FINA 4322 - Security Financial Analysis Credit Hours: 3.0 *
• FINA 4354 - Risk Management Credit Hours: 3.0 *

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  Three credit hours of required advanced electives in business must be:

• ACCT 4331 - Federal Income Tax-Individual Credit Hours: 3.0 *

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  Additional Elective Hours Required:

• Advanced Electives 6 hrs (any 3000-4000 level course)
• General Electives 6 hrs (any 1000-4000 level course)

*Note: Students may not take both GENB 3300 Introduction to Personal Finance and FINA 4352 Personal Financial Planning without approval of program manager.

General B.B.A. Requirements

In order to earn a Bachelor of Business Administration (B.B.A.) degree, students must complete credit hour requirements:

• UH Core Courses & College Requirements,
• Pre-Business courses,
• STAT 3331 Statistical Analysis for Business Applications
• Additional UH Core Courses
• Advanced-Level Business Requirements (required for all business majors),
• Additional Elective Requirements
• Major Coursework Requirements

along with noncredit requirements:

• Assenting to the Bauer Code of Ethics and Professional Conduct, and
• A passing score on an Excel Competency Exam as a prerequisite for STAT 3331 and filing a degree plan, and
• A business writing evaluation (BWE), administered through GENB 3302. Clearing the BWE is required to file a degree plan.

Credit Hour Requirements

Students seeking the Bachelor of Business Administration degree must complete freshman-sophomore core and pre-business requirements, upper-level business core and required courses, major requirements, pass an Excel Competency Exam, and clear the business writing evaluation (BWE).

The total hours required for a Bachelor of Business Administration degree are summarized below. Students in the Bauer Business Honors Program have additional requirements as specified under the description of the Bauer Business Honors Program.

Students pursuing the Global Energy Management Professional Program (GEM-PP) track in Finance have specialized degree requirements listed under the GEM-PP track for a major in finance. Other specialty programs, such as the Professional Program in Accounting, the Entrepreneurship Program, and the Program for Excellence in Selling, may have additional admission and program requirements as specified by the program.

B.B.A. requirements also listed as approved UH core courses may fulfill both requirements, but students must have a minimum of 120 credit hours to earn the B.B.A.

Specific course requirements in each category are discussed in the following sections: