Four-year Plan

Finance & Risk Management Insurance Major Sample Plan

The APAS is the official method for tracking the completion of your specific degree requirements. Please be aware that there are multiple ways for students to progress through this major. This is just one sample. Students should work with their advisor to develop their individual plan.

Italic: course pre-requisites and co-requisites (designated by &)

Bold: Liberal Ed requirement

Freshman Year

Fall Semester

  • Econ 1165 Business Economics (Soc Sci) (4cr)
  • BA 2551 Business Statistics in R (Math) (4cr)
  • BA 1011 Leading Self & Teams (2cr)
  • BA 1021 Design Your Life (1cr)
  • Writ 1301 First Year Writing (4cr)

15 credits

Spring Semester

  • Acct 2051 Financial Reporting (4cr)
  • BA 2051 Solving Business Scenarios in Excel (2cr)
  • BA 2062 Powerful Problem Solving (2cr)
  • Design Your Career (1cr)
  • BA 2005 Corporate Responsibility & Ethics (Civ) (3cr) 
  • Liberal Ed (3-4cr)

15-16 credits

Sophomore Year

Fall Semester

Maroon Block I-Core

  • Mktg 3001 Principles of Marketing (3cr)
  • IDSc 3001 Information Systems & Digital Transformation (3cr)
  • BA 3001 Race, Power, & Justice in Business (RPJ) (3cr)
  • Acct 3001 Strategic Management Accounting (3cr)
  • BA 3051 Data-Driven Business Decisions (BA 2551 & BA 2051) (3cr)

15 credits

Spring Semester

Gold Block I-Core

  • Fina 3001 Finance Fundamentals (Acct 2051 & BA 2551) (3cr)
  • Mgmt 3004 Strategic Management (3cr)
  • SCO 3001 Sustainable Supply Chain Management (3cr)
  • HRIR 3021 Human Capital Management (3cr)
  • BA 3062 Impact Lab Project (BA 2062) (2cr)

14 credits

Declare a major: z.umn.edu/CarlsonDeclare

Junior Year

Fall Semester

  • BA 3551 Business Analytics (BA 2551 & BA 2051) (3cr)
  • Acct 5101 Intermediate Accounting (B- or better in Acct 2051 or passing the Acct5101 pretest) (4cr)
  • Fina 4121 Financial Markets & Interest Rates (Fina 3001) (2cr)
  • Fina 4321 Portfolio Management (Fina 3001) (2cr)
  • Liberal Ed (3-4cr)

14-15 credits

Spring Semester

  • BA 3033W Business Communication (3cr)
  • Fina 4221 Corporate Finance (Fina 3001) (2cr)
  • INS 4101 Employee Benefits (2cr)
  • INS 4105 Corporate Risk Management (2cr)
  • Liberal Ed (3cr)
  • Elective (4cr)

16 credits

Senior Year

Fall Semester

  • Fina 4422 Financial Modeling (Fina 4221 & Acct 5101) (2cr)
  • Fina 4522 Options & Derivatives (Fina 4121, 4321 or concurrent) (2cr)
  • Liberal Ed (3cr)
  • Liberal Ed (4cr)
  • Elective (4cr)

15 credits

Spring Semester

  • INS 4205 Insurance Theory & Practice (2cr)
  • Fina elective (2cr)
  • Liberal Ed (3cr)
  • Elective (4cr)
  • Elective (4cr)

15 credits

Total Credits Needed for Degree: 120


Note: Students must complete an international experience as part of the program requirements. Short-term programs or semester-length programs may be used to meet this requirement. Explore your options: z.umn.edu/CarlsonIE