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College: Coggin College of Business
Degree: Bachelor of Business Admin.
Major: Financial Services
Concentration: Financial Planning
Effective Term: Fall 2017
The Osprey Map provides a term-by-term sample schedule for each undergraduate academic program at the University of North Florida. It is designed to guide students in the selection of courses each term. The "Mile Marker" courses in the right-hand column are those courses that should be completed before or by the end of that term. Following the sample schedule, and completing the mile marker courses at the appropriate point of your undergraduate career, will facilitate graduation in four years. The term-by-term model assumes full-time enrollment. For students enrolled part-time, the sample schedule and mile markers should be followed based on the number of credits completed. The Osprey Map should be used in consultation with an academic advisor.

The major in financial services is designed for the student who is interested in a career in the dynamic financial services sector which includes personal financial planning, banking, insurance, and related areas. The financial planning concentration integrates finance, accounting, employee benefits, and insurance. The objective is to prepare the student for careers in the growing fields of financial services and financial planning. This track also emphasizes communication skills. The curriculum is designed to prepare students for the examinations leading to professional designation such as Certified Financial Planner (CFP) ® and Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP) ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP ® Board's initial and ongoing certification requirements. Visit the Coggin Career Management Center webpage for employment information. Click on the Students tab of the Career Services webpage for major exploration information.

Students should refer to their personalized Degree Evaluation provided by an advisor and to other university resources for additional university and college-specific policies. Visit the undergraduate university catalog for more information.

Summer terms may be utilized to facilitate graduation in four years.

  • Visit the university catalog for a list of General Education requirements. An Associate in Arts (AA) degree from a Florida public university, state college or community college satisfies UNF general education and Gordon Rule requirements. Math selection for First Time in College (FTIC) students is contingent upon Math Placement exam results, the student’s major and credit received through accelerated mechanisms (Advanced Placement, International Baccalaureate, Dual Enrollment, etc).

  • Visit the Department of Accounting and Finance webpage for a list of prerequisites.

  • For a list of Coggin Cultural Diversity courses, and for additional information visit the Coggin Student Services Office webpage.

  • Students must complete an application for MAN 4720 Strategic Management Business Policy (Term 8) and adhere to an application deadline the semester prior to course registration. Review the Business Policy Application Materials and consult an academic advisor in the Coggin Student Services Office. Students must have a minimum, cumulative and upper-level GPA of 2.0 prior to registering for MAN 4720.

  • Students must earn additional Free Elective credit if needed to satisfy the university minimum 120 total semester hours for graduation.
 
Term 1: Attempted Hours 0-15
Schedule Credit Hours   Mile Markers
ENC1101 (GW) Rhetoric and Writing OR ENC1143 (GW) Rhetoric and Narrative 3  
   
MAC1105 (GM) College Algebra (Students with credit in MAC1105 take MAC2233) 3  
   
CGS1100 Computer Applications for Busi (Program Prereq) Select a Gen Ed course if CGS1100 is closed 3  
   
Select a Free Elective(If needed to satisfy 120 total hours) 3  
   
Select a General Education Course (See Degree Evaluation) 3  
   
NOTE: ECO2013 Principles of Macroeconomics and  
ECO2023 Principles of Microeconomics may be taken  
in Freshman year. Consult an academic advisor for  
more information.  
   
Total Hours: 15
 
Term 2: Attempted Hours 16-30
Schedule Credit Hours   Mile Markers
ENC1101 (GW) Rhetoric and Writing OR ENC1143 (GW) Rhetoric and Narrative 3  
(Select the English course not taken in Term 1)  
   
MAC2233 (GM)Calculus for Business (Program Prerequisite) 3  
   
Select a General Education Course (See Degree Evaluation) 3  
   
Select a General Education Course (See Degree Evaluation) 3  
   
Select a General Education Course (See Degree Evaluation) 3  
   
Total Hours: 15
 
Summer 1
Schedule Credit Hours   Mile Markers
  CGS1100 Computer Applications for Business Minimum Grade C
 
Term 3: Attempted Hours 31-45
Schedule Credit Hours   Mile Markers
Select a third Gen Ed Written Communication Course (See 3   MAC2233 Calculus for Business Minimum Grade C
Degree Evaluation)  
   
ECO2013 Principles of Macroeconomics (Program Prerequisite) 3  
   
ACG2021 Prin of Financial Accounting (Program Prerequisite) 3  
   
STA2023 (GM) Elem Statistics-Business (Program Prerequisite) 3  
   
Select a Free Elective(If needed to satisfy 120 total hours) 3  
   
NOTE: ECO2013 Principles of Macroeconomics and  
ECO2023 Principles of Microeconomics may be taken  
in Freshman year. Consult an academic advisor for  
more information.  
   
Total Hours: 15
 
Term 4: Attempted Hours 46-60
Schedule Credit Hours   Mile Markers
ECO2023 Principles of Microeconomics (Program Prerequisite) 3   ACG2021 Prin of Financial Accounting Minimum Grade C
    ECO2013 Principles of Macroeconomics Minimum Grade C
ACG2071 Prin Managerial Accounting (Program Prerequisite) 3   STA2023 Statistics for Business Minimum Grade C
   
Select a General Education Course (See Degree Evaluation) 3  
   
Select a General Education Course (See Degree Evaluation) 3  
   
Select a Free Elective(If needed to satisfy 120 total hours) 3  
   
Total Hours: 15
 
Summer 2
Schedule Credit Hours   Mile Markers
  General Education Requirements
  ACG2071 Prin Managerial Accounting Minimum Grade C
  ECO2023 Principles of Microeconomics Minimum Grade C
  Financial Serv Prerequisites
 
Term 5: Attempted Hours 61-75
Schedule Credit Hours   Mile Markers
FIN3403 Financial Management 3   FIN3403 Financial Management Minimum Grade C
   
MAN3025 Administrative Management 3  
   
MAR3023 Principles of Marketing 3  
   
SPC4064 Public Speaking Professionals 3  
   
ECO3411 Business/Economic Statistics 3  
   
Total Hours: 15
 
Term 6: Attempted Hours 76-90
Schedule Credit Hours   Mile Markers
FIN4504 Investments 3   FIN4504 Investments Minimum Grade C
   
FIN3303 Financial Institutions 3  
   
MAN3504 Operations Management 3  
   
TAX3721 Tax Plan in Financial Decision 3  
   
BUL3130 Legal Environment of Business (May be taken anytime in Term 5 - Term 8) 3  
   
Total Hours: 15
 
Summer 3
Schedule Credit Hours   Mile Markers
  MAN3025 Administrative Management Minimum Grade C
  MAR3023 Principles of Marketing Minimum Grade C
  Summer Residency Requirement
 
Term 7: Attempted Hours 91-105
Schedule Credit Hours   Mile Markers
FIN4514 Securities Analysis/Portf Mgmt 3   FIN3303 Financial Institutions Minimum Grade C
    TAX3721 Tax Plan in Financial Decision Minimum Grade C
RMI4135 Employee Benefit Plans 3   2.0 Cumulative UNF GPA
   
ISM4011 Intro Management Info Systems 3  
   
ECO3203 Intermediate Macroeconomics 3  
   
Select a Coggin Cultural Diversity Course or Study Abroad 3  
   
Total Hours: 15
 
Term 8: Attempted Hours 106-120
Schedule Credit Hours   Mile Markers
FIN4132 Estate Planning 3  
   
RMI3011 Risk Management and Insurance 3  
   
FIN4604 International Finance 3  
   
FIN4128 Financial Plan Development 3  
   
MAN4720 Strategic Mgmt Business Policy (Must apply semester prior to course registration) 3  
   
Total Hours: 15
Total Program Hours: 120
The Osprey Map is not a contract between the University of North Florida and the student. It should be used as a general guide for the purpose of meeting requirements and constructing course schedules. The Map may be altered periodically to meet the objectives of the academic program or the university.

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Release: 8.7.2