Business Administration Transfer to Financial Planning & Wealth Management
An opportunity to gain an associate degree from Delaware Tech and a bachelor's degree from University of Delaware.
Your Path Forward
Delaware Tech has established agreements with four-year colleges and universities that connect Delaware Tech associate degree programs with bachelor's degree programs to create smooth transfer opportunities for you. These Connected Degree programs enable you to complete your associate degree and then transfer to a four-year degree program as a junior.
The Connected Degree Curriculum
Delaware Tech's Business Administration Transfer (BAT) Program provides the foundational coursework necessary for successful transfer to nationally-ranked four-year colleges of business accredited by the Association to Advance Collegiate Schools of Business (AACSB) such as University of Delaware's Lerner College of Business. The BAT Program provides the high-level preparation in general education needed for upper-level coursework at these universities as well as foundation for business education. University of Delaware's Finance major focuses on learning how to make the best decisions about raising and using resources under risk. Finance addresses many questions regarding value: How much is a product worth? Is a stock worth investing in? Will expanding a business produce a sufficient return on investment? Deciding what to do with the opportunities and resources you have or can obtain today, balanced with your business needs for tomorrow---that's what Finance is all about. The undergraduate program in finance prepares students to assume leadership positions at all levels of financial management for careers in business, industry, government, and public or private corporations.
Value For You
By completing your associate degree at Delaware Tech, you'll receive excellent instruction in small classes at a campus close to home. Delaware Tech's affordable tuition can reduce the overall cost of your college education, making the completion of your bachelor's degree more manageable.
Making The Connection
Refer to the Connected Degree curriculum for the sequence of courses needed to complete this program. Call Delaware Tech and let us help you follow the path to your bachelor's degree.
Connected Degree Curriculum - Suggested Course Sequence
Business Administration Transfer (Associate Degree - Â鶹ÊÓƵ)
First Semester (Fall)
| Course | Title | Credits |
|---|---|---|
| ACC 101 | Accounting I | 3 |
| SSC 100 | First Year Seminar | 1 |
| ECO 111 | Macroeconomics | 3 |
| ENG 101 | Critical Thinking & Academic Writing | 3 |
| MAT 162 | Statistical Reasoning | 4 |
| OAT 152 | Excel Level I OR | 3 |
| DAT 101 | Introduction to Data Analytics & Visualization | 3 |
| 17 | ||
Second Semester (Spring)
| Course | Title | Credits |
|---|---|---|
| ACC 112 | Accounting II | 3 |
| BUS 101 | Introduction to Business | 3 |
| ECO 122 | Microeconomics | 3 |
| ENG 102 | Composition & Research | 3 |
| SOC 111 | Sociology | 3 |
| PSY 121 | General Psychology | 3 |
| 18 | ||
Third Semester (Fall)
| Course | Title | Credits |
|---|---|---|
| ACC 221 | Cost Accounting I | 3 |
| XXX XXX | History & Cultural Support elective* | 3 |
| MAT 183 | Functions | 5 |
| MGT 212 | Principles of Management | 3 |
| FIN 221 | Money and Banking | 3 |
| 17 | ||
Fourth Semester (Spring)
| Course | Title | Credits |
|---|---|---|
| ENG 124 | Oral Communication | 3 |
| MAT 261 | Business Calculus I | 4 |
| MKT 212 | Principles of Marketing | 3 |
| XXX XXX | History & Cultural Support elective* | 3 |
| XXX XXX | Science Support elective** | 3/4 |
| 16/17 | ||
Financial Planning & Wealth Managment (Bachelor's Degree - University of Delaware)
Fifth Semester (Fall)
| Course | Title | Credits |
|---|---|---|
| BUAD 301 | Introduction to Marketing | 3 |
| BUAD 309 | Organizational Behavior | 3 |
| MISY 261 | Business Information Systems | 3 |
| MISY 262 | Fundamentals of Business Analytics | 3 |
| FINC 311 | Principles of Finance | 3 |
| 15 | ||
Sixth Semester (Spring)
| Course | Title | Credits |
|---|---|---|
| BUAD 306 | Intro to Service & Operations Mgt. | 3 |
| ACCT 352 | Law and Social Issues in Business | 3 |
| FINC 320 | Principles of Financial Planning | 3 |
| FINC 314 | Investments | 3 |
| FINC 322 | Retirement Planning | 3 |
| 15 | ||
Seventh Semester (Fall)
| Course | Title | Credits |
|---|---|---|
| XXXX XXX | Mathematics, Natural Sciences & Technology University breadth | 3/4 |
| XXXX XXX | ACCT, BUAD, ENTR, FINC or MISY at the 300 level or above | 3 |
| ACCT 313 | Taxation for Business and Investment Planning | 3 |
| MATH 230 | Finite Mathematics | 3 |
| FINC 321 | Insurance Planning | 3 |
| 15/16 | ||
Eighth Semester (Spring)
| Course | Title | Credits |
|---|---|---|
| XXXX XXX | ENGL 301, Expository Writing, ENGL 312 Written Communication in Business or ENGL 410 Technical Writing | 3 |
| XXXX XXX | Creative Arts & Humanities University breadth (also designated to fulfill the Multicutural requirement) | 3 |
| XXXX XXX | Creative Arts & Humanities, History & Cultural Change or Foreign Language | 3 |
| ACCT 418 | Estate Planning | 3 |
| FINC 425 | Financial Plan Development (fulfills the Capstone and Discovery Learning Experience requirements) | 3 |
| 15 | ||
*History/Cultural Support Electives: ENG 126 American Literature I, ENG 128 Black American, HIS 111 U.S. History Pre-Civil War, HIS 112 U.S. History Post-Civil War, HIS 200 World History, HIS 210 World History II
**Science Support Electives: BIO 100 Medical Terminology, BIO 110 Introduction to Anatomy Physiology, BIO 140 General Biology, CHM 110 General Chemistry, ENV 190 Intro to Environmental Science and Tech, PHY 111 Conceptual Physics
The Bachelor of Science program in Financial Planning and Wealth Management requires a minimum of 121 credits.
Course sequencing may vary by semester. See your advisor.
For More Information Contact:
Delaware Tech
Chala Breen
Instructional Director, Business Technologies
Georgetown: (302) 259-6665
University of Delaware
Dr. Laura Field
Chair, Finance
Newark, DE: (302) 831-3810