Management 301: Management Career Lectures

ACADEMIC PLANNING OVERVIEW

Name:

Cody Lachner

Date: 10/26/12

ACADEMIC GENERAL PROFILE Degree(s) and Major(s) being earned:

x Bachelor of Science Major: Accounting x Economics Bachelor of Science in Industrial Management Other Degree/Major: Management

Minor(s): Concentration(s): Certification(s):

Finance and Management

CAREER PROFILE Internship/Full-Time Positions being considered (you can list more than one title as you may have numerous positions that interest you right now): Merrill Lynch Business Finance Internship Modern Woodmen of America- Finance Internship Northwestern Mutual Financial Network / Greenwood- Financial Representative Intern

Fields or Industries being considered: Investment Banking Financial Planning Accounting Banking

EVALUATION OF KNOWLEDGE, SKILLS & CREDENTIALS

Key to career success is acquiring the necessary knowledge, skills and credentials to advance in your chosen field or discipline. This exercise guides you through a process of examining your academic experience up to this point in time and forecasting what future academic experiences you will need to consider as you develop professionally. PART ONE: Past/Current Coursework and Academic Experiences All of your courses potentially have provided a solid foundation for your educational development. However, on the table below, list key courses (descriptive names not numerical listings such as MGMT 301) that are relevant to the career position/field/industry you seek. These courses may have provided you with specific knowledge, experiences or skills that would be useful for you as a professional. These courses may come from your majors, minors, concentrations, as well as other courses such as electives or certification programs. Add more rows or subtract rows as needed. COURSES Financial Management Managerial Accounting Macroeconomics Financial Management KNOWLEDGE, EXPERIENCES, or SKILLS GAINED Knowledge of general accounting principles Learned cost accounting techniques used by Managers and accountants Knowledge of interactions between financial institutions and global markets Knowledge of Bond valuation and different approaches to dividend analysis

In addition to coursework, you may have joined specific academic (or professional) associations, clubs or project groups. List any that would be key to your professional development. Add more rows or subtract rows as needed. ASSOCIATIONS, CLUBS or PROJECTS ODIN Investment Group KNOWLEDGE, EXPERIENCES, or SKILLS GAINED Learned investment strategies and worked in a subgroup in the club to help others invest better. Played a simulated stock game.

List any additional experiences that have impacted your professional development while attending Purdue. This might include Study Abroad, Volunteerism, Social Clubs, Internships, Part-Time Work, etc. You do not need to re-state your resume but if there is something specific to note, put it in the table below. EXPERIENCES Purdue Exponent KNOWLEDGE, EXPERIENCES, or SKILLS GAINED I have worked with clients over the phone to assist them in effectively using their budget to advertise.

PART TWO: Future Coursework, Certifications, Associations, Experiences

As you look at your future, consider and respond to the questions below: What other courses will you need to complete in order to earn your degree (if you are not graduating this semester!)? Complete the information below and make sure you follow-up with your Academic Advisor with any questions/concerns/issues that you may have. Remember, courses may not always be offered when you expect them to be (i.e. a course may need to be moved to another semester). This is for PLANNING purposes only to help you be aware of what you need to complete your degree in a timely manner.
COURSE CATEGORY GUIDE Required Minor/Concentration Elective (World History, Literature, Fine Arts, International, Professional, or Free) CREDIT HOUR REVIEW

0 63 16 45 63 124

Make sure you consult MyPurdue for up-to-date course information!

Term Year: Spring 2013

Transfer/AP Credits Total Completed Credits Current Semester Credits Subtract any retakes Credit Hours for Remaining Semesters Subtract any no credit courses Total Credit Hours Required Credit Hours for Degree
Term Year: Fall 2013

Subject ENG UD Econ Elec. MGMT UD Econ Elec. MGMT

Number 420 411 350

Category Required Required Concentration Required Concentration

Subject ECON ECON Ud. Econ Elec. Ud. Econ Elec. World History

Number 352 360

Category Required Required Required Required Required

Term Year:

Spring 2014

Term Year: Fall 2014

Subject MGMT MGMT MGMT Gen. Elec. Gen. Elec.

Number 413 412 415

Category Concentration Concentration Concentration Elective Elective

Subject MGMT MGMT

Number 503 504

Category Elective Elective

Term Year:

Term Year:

Subject

Number

Category

Subject

Number

Category

Are there certain electives, concentrations, or minors that you should consider taking because they would provide you with additional knowledge, skills and experiences for your field of interest? If so, add them into

your above planning. If you cannot fit them into your degree and graduate by your targeted goal date, would you consider staying for an additional semester? Consult with your Academic Advisor to make sure you correctly are interpreting your degree information.
MGMT 504 MGMT 505 I would consider staying an additional semester.

What certification programs and professional association would be important for you to obtain and join to enhance your professionalism?
Obtaining my series licenses prior/during my job search.

To advance in your field, will you need to obtain an advanced degree and when would be the best time to pursue that (directly after earning your undergraduate degree or after you gain professional experience in your field)?
No

FINAL STEP: Once you have completed this review, please upload this document into your Passport Account within the Academic Planning Challenge. This review is due in Passport by October 30th.