Concentration In FPWM

Catalog Year 2026-2027 | Sample 4-Year Schedule


BS in Business (Concentration in Financial Planning and Wealth Management) 

The 4-year degree plan offers a semester-by-semester roadmap of suggested courses designed to facilitate a 4-year graduation path. While this plan serves as a helpful guide, it is not mandatory to follow it strictly. Students should meet with an academic advisor to ensure they remain on track for a timely degree completion.

First Year – Semester 1 (Fall) 

Courses   Credits
ECON 103 Microeconomics   3
BUS 103 Professional Skills I   3
ENGH 101* (or 100) Composition   3 (or 4)
Arts*    3
General Elective    3
(MATH 008 self-paced tutorial if needed)   (0)
  Semester Credits: 15
  Cumulative Credits: 15

First Year – Semester 2 (Spring) 

Courses   Credits
MATH 108* Intro Calc: Business App.   3
COMM 101* Fund. Of Communication   3
BUS 100* Business and Society    3
ECON 104 Macroeconomics    3
General Elective    3
  Semester Credits: 15
  Cumulative Credits: 30

Second Year – Semester 3 (Fall) 

Courses   Credits
ACCT 203 Survey of Accounting   3
BUS 200* Global Environment of Business   3
BUS 210* Business Analytics I    3
Non-Laboratory Science*    3
Literature*    3
  Semester Credits: 15
  Cumulative Credits: 45

Second Year – Semester 4 (Spring) 

Courses   Credits
FNAN 303 Financial Management   3
MKTG 303 Principles of Marketing   3
BUS 310 Business Analytics II    3
HIST 125* Introduction to Global History    3
General Elective    3
  Semester Credits: 15
  Cumulative Credits: 60

Third Year – Semester 5 (Fall) 

Courses   Credits
ACCT 303 Accounting for Decision Making   3
FNAN 311 Principles of Investment   3
MIS 303* Management Info Systems   3
BUS 303 Professional Skills II   3
General Elective   3
  Semester Credits: 15
  Cumulative Credits: 75

Third Year – Semester 6 (Spring) 

Courses   Credits
MGMT 303 Principles of Management   3
FNAN/ACCT 390: Intro to Fin Planning   3
ACCT 351: Tax and Managerial Decision Making (Pre-requisite for ACCT 441 – Fall only class)   3
ENGH 302 (Business section recommended)   3
General Elective   3
  Semester Credits: 15
  Cumulative Credits: 90

Fourth Year – Semester 7 (Fall) 

Courses   Credits
ACCT 441: Estate Planning (Fall only)   3
ACCT 408 Taxes, Insurance and Risk Mgmt (Fall only)   3
OSCM 303 Operations Management   3
BULE 303 Legal Environment of Business   3
General Elective   3
  Semester Credits: 15
  Cumulative Credits: 105

Fourth Year – Semester 8 (Spring) 

Courses   Credits
ACCT/FNAN 493*** Capstone (Spring only)   3
FPWM Elective**   3
BUS 498* Business Capstone   3
Laboratory Science*   4
General Elective   2
  Semester Credits: 15
  Cumulative Credits: 120

*See MASON CORE
**Students choose 1 of: FNAN 341, 411, 444, 483, 492, ACCT: 315, 372, 451, 492
***Writing Intensive course for the concentration 


FPWM Electives

Course Course Information
FNAN 341 Intro to Firm Valuation
FNAN 411 Investment Analysis and Portfolio Management
FNAN 444 Sustainable and ESG Investments
FNAN 483 Ethical and Professional Standards in Finance
FNAN 492* Internship in Finance
ACCT 315 Personal Financial Planning
ACCT 372 Financial Statement Analysis
ACCT 451 Advanced Federal Taxation
ACCT 492* Internship in Accounting

*only one of ACCT 492 OR FNAN 492 can apply as an elective towards the concentration


Costello College of Business Policies

Minimum Grade 

  • All Costello College of Business Courses require a minimum grade of C. 

  • Finance and Financial Planning and Wealth Management concentrations are required to earn a B- or higher in FNAN 303 

Termination Policy 

  • Students who do not earn a C or higher in three attempts of College of Business Foundations and Core courses will be terminated from the College of Business. Students terminated from the College of Business are prohibited from enrolling in any College of Business course and will not be eligible to receive a degree from the College of Business. The full termination policy is detailed within the catalog. 


*MASON CORE 

  • The Mason Core is George Mason’s general education program that builds the foundation for The Mason Graduate. All undergraduates seeking a baccalaureate degree must complete Mason Core requirements.