Academic Catalog
Finance (B.S.) 2023-2024 Catalog Year
Lutgert College of Business
Department of Economics and Finance
Website: https://www.fgcu.edu/cob/programs/fin-econ/finbs.aspx
(239) 590-7302
(239) 590-7302
The Bachelor of Science (B.S.) in Finance program develops the analytical and behavioral skills necessary for success in dynamic and diverse domestic and global financial environments. The goal of the finance program is to impart knowledge and competence in finance that will prepare students for entry-level and leadership positions in financial management, banking, investments, and real estate. Students have the opportunity to pursue one of three concentrations: Financial Analysis and Management, Financial Services or Real Estate Finance.
- Students in the Financial Analysis and Management concentration are introduced to the theory, concepts, applications, institutional environment, and analytical tools essential for proper decision making. Courses are designed to provide students with an understanding of the relationships between business finance and the economic system in the context of the management decision-making process.
- Students in the Financial Services concentration are introduced to the comprehensive scope of the financial planning profession. Topics covered include: risk management, tax planning, investments, estate planning, and retirement planning. The concentration is designed to provide the educational outcomes required by the Certified Financial Planner TM (CFP) Board.
- Students in the Real Estate Finance concentration are introduced to theory, concepts, market participants, relevant institutions, and analytical tools & techniques required to be successful in real property markets. The curriculum is designed to provide students with an understanding of the challenges and opportunities presented by the world's largest asset class, Real Estate.
Program Progression and Additional Graduation Requirements
Degree-seeking students are classified as pre-majors prior to formal transition into a Lutgert College of Business (LCOB) major. As pre-majors, students may enroll in lower division (1000-2999 level) courses to satisfy general education and common prerequisite requirements; lower level electives; and business common core courses, except GEB 4890, if course prerequisites are met. Pre-majors may not enroll in upper division (3000-4999 level) courses for the major.
Transition from a LCOB pre-major to a major happens following (a) completion of all common prerequisites with a minimum grade of C or higher in each course; and (b) completion of 50 earned credits with a minimum FGCU GPA of 2.0.
For timely degree completion, FTIC (First Time in College) students are expected to complete the following:
- MAC 1105 with minimum grade of B (or relevant accelerated credit or placement exam), ECO 2023 or ECO 2013 with minimum grade of C, one additional common prerequisite, and an overall 2.4 FGCU GPA within one calendar year from admission
- Four common prerequisites by the end of the third semester (excluding summer) from admission
- Seven common prerequisites and an overall 2.7 FGCU GPA by the end of the fourth semester (excluding summer) from admission
- FIN 3403 with minimum grade of B by the end of the fifth semester (excluding summer) from admission
- FIN 3504 with minimum grade of C by the end of the sixth semester (including summer) from admission
For timely degree completion, transfer students are expected to complete the following:
- Seven common prerequisites and an overall 2.7 FGCU GPA by the end of the third semester (excluding summer) from admission
- FIN 3403 with minimum grade of B by the end of the fifth semester (excluding summer) from admission
- FIN 3504 with minimum grade of C by the end of the sixth semester (excluding summer) from admission
Students should refer to the Curriculum Map for milestone information. Curriculum maps for each major can be found at https://www.fgcu.edu/cob/.
In addition to the program requirements, students must:
- Earn a grade of B or higher in FIN 3403, which can be attempted no more than two times.
- Earn a grade of C or higher in the common prerequisites, business common core, required courses in the major, and restricted electives/concentration.
- Complete a minimum of 48 of the 120 credits, at the upper division (3000-4999 level).
- Complete the last 30 credits of business courses at FGCU.
- Complete a minimum of 12 credits among required courses in the major, concentration and restricted electives at FGCU.
- Earn a minimum cumulative GPA of 2.0 for all coursework attempted at FGCU.
- Satisfy the College-Level Skills and foreign language entrance requirements.
- Satisfy the Service Learning requirement. See: https://www.fgcu.edu/studentlife/servicelearning/.
- Satisfy the Civic Literacy requirement.
- Complete the standardized business knowledge assessment exam administered during the last semester in GEB 4890 Business Strategy.
- Complete the summer course enrollment requirement.
- Submit an Application for Graduation by the deadline listed in the FGCU Academic Calendar.
Program Requirements
- FGCU General Education Program (https://www.fgcu.edu/academics/undergraduatestudies/generaleducation/)
To prevent or minimize excess hours, select general education courses that satisfy common prerequisite requirements for your intended major. - Common Prerequisites
For this major, common prerequisite courses with an asterisk (*) require prior knowledge and skills demonstrated through degree acceleration programs (e.g., the College Board's Advanced Placement Program [AP], International Baccalaureate Program [IB], College-Level Examination Program [CLEP], Advanced International Certificate of Education Program [AICE]); dual enrollment; placement exam; or college coursework
FGCU Course: ACG 2021 Intro. to Financial Acctg. (3) Minimum grade of C
Acceptable Substitute: ACGX021 or ACGX022 or (ACGX001 and ACGX011)
FGCU Course: ACG 2071 Intro. to Managerial Acctg. (3) Minimum grade of C
Acceptable Substitute: ACGX071 or ACGX301
FGCU Course: CGS 1100 Computer Software & Technology (3) Minimum grade of C
Acceptable Substitute: CGSX100 or CGSX100C or CGSX570 or CGSX060 orCGSX531 or CGSX000 or ISMX000 or CGSX518
FGCU Course: ECO 2013 Princ of Macro Economics (3) Minimum grade of C
Acceptable Substitute: ECOX013
FGCU Course: ECO 2023 Princ of Micro Economics (3) Minimum grade of C
Acceptable Substitute: ECOX023
FGCU Course: *MAC 2233 Elementary Calculus (3) Minimum grade of C
Acceptable Substitute: MACX233
[Prerequisites of MAT 1033 minimum grade of C then MAC 1105 minimum grade of B; or relevant accelerated credit; or placement exam]
FGCU Course: STA 2023 Statistical Methods (3) Minimum grade of C
Acceptable Substitute: STAX023 or STAX122 or QMBX100 - Business Common Core (27 credits)
BUL 3130 Legal & Ethical Enviro of Bus (3)
ENC 3250 Professional Writing (3) or GEB 3523 Critical Think&Writing for Bus (3)
FIN 3403 Business Finance (3)*
GEB 4890 Business Strategy (capstone) (3)
ISM 3011 Information Systems (3)
MAN 3025 Principles of Management (3)
MAR 3023 Introduction to Marketing (3)
SCM 3005 Supply Chain Management (3)
SPC 2023 Public Speaking (3) or GEB 3085 Professional Development (3)
*Students must earn a grade of B or higher in order to enroll in upper division finance courses. - Required Courses in the Major (3 credits)
FIN 3504 Principles of Investments (3) - Restricted Electives in the Major (6 credits)
Select 6 credits of approved upper division (3000-4999 level) electives with any of the following prefixes: ECO, ECP, ECS, FIN, REE,RMI, TAX or AEB 3144 - Concentration (18 credits)
Select one of the following concentrations:
Financial Analysis and Management Concentration
FIN 3244 Money & Capital Markets (3)
FIN 3414 Financial Management (3)
FIN 4514 Security Analysis (3)
FIN 4443 Financial Policy/Sr Seminar (3)
REE 4204 Real Estate Finance (3)
Select one of the following:
ECO 3410 Econometrics I (3)
QMB 3302 Business Analytics (3)
Financial Services Concentration
FIN 3144 Personal Financial Planning (3)
FIN 4132 Estate Planning (3)
FIN 4128 Financial Plan Development (3)
RMI 3011 Risk Management & Insurance (3)
RMI 4135 Retirement Planning (3)
TAX 3721 Tax Planning (3)
Real Estate Finance Concentration
REE 3043 Real Estate Fundamentals (3)
REE 3103 Valuation of Real Property (3)
REE 3303 Real Estate Inv Decision Mking (3)
REE 3433 Real Estate Law (3)
REE 4204 Real Estate Finance (3)
REE 4931 Real Estate Senior Seminar (3) - University Requirements (3 credits)
IDS 3920 University Colloquium (3) - Additional Electives - as needed to reach total credits required for the degree
Total Credits Required: 120
