Jack is an IU Kelley student on the Finance B.S. track. This page walks through where he stands, what's between him and graduation, and what to do first.
The most important fact in this whole document: Jack is in the Kelley core right now. BUS-T 175 Kelley Compass 1 is the Kelley freshman/sophomore orientation course; ECON-B 251 Fund of Econ for Business I and MATH-B 110 Math for Business & Public Affairs are the Kelley business quantitative base. He's on the Kelley track.
| Course | Title | Credits | Status |
|---|---|---|---|
BUS-A 100 | Intro to Accounting Principles | 1.0 | Done — A |
BUS-C 104 | Business Presentations | 3.0 | In progress |
BUS-K 201 | Intro Bus IS & Decisions | 3.0 | In progress |
BUS-T 175 | Kelley Compass 1 | 1.5 | In progress |
ECON-B 251 | Fund of Econ for Business I | 3.0 | In progress |
MATH-B 110 | Math for Bus & Public Affairs | 3.0 | In progress |
Notable: this is exactly the Kelley freshman-core load. BUS-K 201 specifically is the information-systems/decisions foundation and lines up with any Kelley path that includes an analytics or data-science major later. BUS-T 175 (Compass) is the mandatory orientation course — every Kelley student takes it.
IU has slotted Jack's BGSU, OSU, Ashland, and Baldwin Wallace coursework into the categories below. The ones marked Undistributed are the important ones to watch — IU accepted the credit but hasn't yet decided which specific Kelley-required course it replaces. Every undistributed credit is potentially a free elective or potentially a major requirement — depending on how the registrar slots it.
| Term | IU Equivalent | Title | Credits | Grade |
|---|---|---|---|---|
| F21 | HIST-H 105 | American History I | 3 | TA |
| S22 | HIST-H 106 | American History II | 3 | TA |
| F22 | BIOL-UN 100 Undist | Biology (undistributed 100-level) | 3 | TA |
| F22 | MATH-M 127 | Pre-Calculus with Trigonometry | 4 | TB |
| S23 | ENG-UN 100 Undist | English (undistributed 100-level) | 3 | TA |
| S23 | POLS-Y 103 | Intro to American Politics | 3 | TA |
| S23 | SOC-S 100 | Introduction to Sociology | 3 | T |
| F23 | PHIL-UN 100 Undist | Philosophy (undistributed) | 3 | TA− |
| S24 | PHIL-UN 100 Undist | Philosophy (undistributed) | 3 | TA |
| S24 | STAT-S 100 | Statistical Literacy | 3 | TA |
| F24 | BUS-UN 200 Undist | Business (undistributed 200-level) | 3 | TA+ |
| F24 | BUS-UN 200 Undist | Business (undistributed 200-level) | 3 | TA+ |
| F24 | BUS-UN 300 Undist | Business (undistributed 300-level) | 3 | TA |
| F24 | EDUC-U 205 | Human Development — College Student | 1 | TA+ |
| F24 | ENG-W 131 | Reading, Writing, & Inquiry I | 3 | TA |
| F24 | HISP-S 100 | Elementary Spanish | 4 | TA+ |
| S25 | BUS-A 201 | Intro to Financial Accounting | 3 | TA+ |
| S25 | BUS-UN 200 Undist | Business (undistributed 200-level) | 3 | TA+ |
| S25 | BUS-UN 300 Undist | Business (undistributed 300-level) | 3 | TA− |
| S25 | ECON-E 201 | Intro to Microeconomics | 3 | TA+ |
| S25 | ECON-E 202 | Intro to Macroeconomics | 3 | TA |
| S25 | MSCH-UN 200 Undist | Media School (undistributed 200-level) | 3 | TA |
| Su25 | BUS-UN 300 Undist | Business (undistributed 300-level) | 3 | TA+ |
| Su25 | BUS-UN 300 Undist | Business (undistributed 300-level) | 3 | TA+ |
| Su25 | BUS-UN 300 Undist | Business (undistributed 300-level) | 3 | TA |
| F25 | BUS-A 202 | Intro to Managerial Accounting | 3 | TA |
| F25 | BUS-F 260 | Personal Finance | 3 | TA |
| F25 | BUS-UN 300 Undist | Business (undistributed 300-level) | 3 | TA+ |
| F25 | BUS-UN 400 Undist | Business (undistributed 400-level) | 3 | TA |
| F25 | PSY-P 101 | Introductory Psychology 1 | 3 | TA |
| F25 | SPEA-UN 100 Undist | Public Affairs (undistributed 100-level) | 3 | TA |
BUS-UN 200/BUS-UN 300/BUS-UN 400 — business credits that might map to Kelley major requirements, or might land as free electives, depending on how the registrar evaluates each one. Getting those undistributed entries properly mapped is the single highest-leverage action for Jack's time-to-degree — a single advising meeting could eliminate a full semester of Kelley required courses. The full ask list with Jack's likely source courses and suggested Kelley targets is in the Ask for Credit tab.
Jack is on the Kelley Finance B.S. track with roughly 93 transfer credits accepted and 14.5 more in progress this Spring. The highest-leverage action he can take in the next four weeks is not picking courses — it's a transfer credit advising call that converts his 48 credits of "undistributed" transfer entries into specific Kelley course equivalents. One 15-minute meeting, with the right three asks (see the Ask for Credit tab), could eliminate three of the four new Kelley required courses he just learned about. After that, the Finance B.S. is a straight line: finish the remaining Kelley business core prereqs this summer (see the Summer 2026 tab), hit the junior-year I-Core (the one-semester cohort block) in Spring or Fall 2027, then upper-division Finance coursework, and graduate.
Jack's Kelley Finance B.S. breaks into four phases. The first one he's already in; the last one is graduation. Each phase has a clear prerequisite chain and a specific set of courses. The whole thing is ~2.5 years from today, assuming the summer gets used well.
Jack is finishing the Kelley freshman/sophomore core right now — six courses totalling 14.5 credits — from the Spring 2026 table above. The only action here is: finish the semester cleanly. Every course in this list is a prereq for something later, so losing any of them costs a semester.
Four Kelley core requirements sit between Jack and I-Core eligibility: Business Writing, Kelley Compass 2 (BUS-T 275), BUS-K 304 Business Technology, and BUS-L 201 Legal Environment of Business. Plus ECON-B 252 to close the two-course business econ sequence. Some of these may already be satisfied by Jack's undistributed transfer credits — see the Ask for Credit tab for the specific advising asks. Whatever isn't satisfied, summer 2026 is the right time to take (see the Summer 2026 tab for the two packing options).
This is where a single advising call matters most. If the Kelley transfer credit advisor maps Jack's BW BUS 326 to BUS-L 201, his BW BUS 358 to BUS-X 204, and his BW BAN 365 to something in the BUS-K chain, the summer load drops from 10.5 credits to 1.5 credits — just Kelley Compass 2. That's the single decision that can shave half a year off the degree.
Kelley's Integrative Core is the one-semester junior-year cohort block every Kelley undergrad takes: four courses taught together, problem sets that weave across all four, and the expectation that you're only enrolled in those four for the whole semester. The specific courses are:
BUS-F 300 Introduction to Finance — the finance piece of I-CoreBUS-M 300 Introduction to MarketingBUS-P 300 Introduction to Operations ManagementBUS-J 375 Integrative Experience — the capstone that ties the other three togetherI-Core is not offered in summer. It's a cohort, taught once per regular semester. Jack picks the semester when he's ready (all prereqs cleared, nothing else blocking), commits the full semester to it, and comes out the other side qualified to take any upper-division Kelley course.
After I-Core, Jack's remaining coursework is the Finance major itself — the upper-division finance courses that define the B.S. Typical Kelley Finance B.S. post-I-Core requirements (verify exact list with the advisor — degree requirements can shift year-to-year):
BUS-F 303 Intermediate Corporate FinanceBUS-F 305 Intermediate InvestmentsBUS-F 420 Advanced Corporate Finance (or equivalent capstone)BUS-F 446 Bond Markets, BUS-F 494 Finance Topics)Note on Jack's F25 BUS-UN 400 (BW FNC 485 Empirical Methods in Finance): this undistributed 400-level business credit is the single most likely-to-be-valuable transfer entry for the Finance major itself. Ask the advisor to map it against a specific Finance upper-division elective — it could eliminate a whole upper-division course requirement on its own.
BUS 326 → BUS-L 201 Legal Environment of BusinessBUS 358 → BUS-X 204 / BUS-C 204 Business WritingBAN 365 → BUS-K 303 / BUS-S 302 (for the BUS-K 304 chain)HISP-S 100 from BW SPN 101 should be confirmed in good standing during the advising call, before any Spanish-department reorganization makes it harder to verify the credit.
Jack should use summer 2026 to knock out the non-sequenced Kelley business core prereqs — the courses he has to finish before junior-year I-Core (the one-semester cohort block that can't be taken in summer). Two options below, depending on how much load he wants to carry. Both are planning recommendations, not an official advising schedule — verify with a Kelley advisor before registering.
ENG-W 131 satisfy the Kelley Business Writing requirement, or does Jack also need BUS-X 204 / BUS-C 204? (Controls whether summer is 3 courses or 4.)BUS-UN 200/300/400 credits cover BUS-L 201, BUS-K 304, or Business Writing? If yes — and I think at least one does — the summer load can shrink significantly. See the Ask for Credit tab for the specific asks to bring to the meeting.ECON-B 251 the sole prereq for ECON-B 252? Jack finishes B 251 in Spring 2026, so if that's the only prereq, B 252 can land in summer and close the econ sequence.Two courses first session, two courses second session. A manageable summer for a motivated student, especially if Jack isn't holding down a full-time internship. Closes out four Kelley core prereqs at once and leaves fall 2026 lighter.
| Session | Course | Title | Credits | Why this one |
|---|---|---|---|---|
| Session I | BUS-K 304 |
Business Technology | 3 | Kelley core prereq Jack doesn't have; natural sequel to BUS-K 201 which he's finishing Spring 2026. Take it while K 201 is fresh. |
| Session I | BUS-T 275 |
Kelley Compass 2 | 1.5 | Direct sequel to Compass 1 (BUS-T 175) Jack is finishing Spring 2026. Short, must be done before junior year, usually offered summer. |
| Session II | BUS-L 201 |
Legal Environment of Business | 3 | No sequenced prereq — can be taken anytime. Core Kelley requirement. Commonly offered summer in-person and online. |
| Session II | ECON-B 252 |
Fund of Economics for Business II | 3 | Direct sequel to ECON-B 251 which Jack is taking Spring 2026. Closes the two-course business econ sequence and removes it from his fall load. |
| Total | 10.5 |
B 251 is freshBUS-A 201, BUS-X 100, etc.)BUS-L 201 turns out to be satisfied by BW BUS 326 (see Ask for Credit tab), this schedule is over-packed by 3 creditsThe same summer minus ECON-B 252 — push Econ II to Fall 2026 or Spring 2027. This version leaves enough runway for Jack to hold a summer internship (which a Kelley finance student really should do at least once) while still closing three Kelley core prereqs.
| Session | Course | Title | Credits |
|---|---|---|---|
| Session I | BUS-K 304 |
Business Technology | 3 |
| Session I | BUS-T 275 |
Kelley Compass 2 | 1.5 |
| Session II | BUS-L 201 |
Legal Environment of Business | 3 |
| Total | 7.5 |
ECON-B 252 pushes to fall, slightly heavier fall 2026 loadBUS-X 204 or BUS-C 204) — Kevin's notes list this as required, but Jack may already have it covered via ENG-W 131 (transfer credit from BW ENG 131) or via BW BUS 358 Business Communications (currently one of his undistributed BUS-UN 300 entries). Question 1 above decides this.BUS-F 300, BUS-M 300, BUS-P 300, BUS-J 375) — Kelley's junior-year Integrative Core is a cohort block and is not offered in summer. Don't try to take these in isolation.BUS-F 303, BUS-F 305, BUS-F 420) — all post-I-Core. Summer 2026 is too early.MATH-B 110 (in progress Spring 2026) plus transferred MATH-M 127 covers the Finance B.S. quantitative requirement.ECON-B 252 are a full semester's worth of econ sequence closure, and getting it done in summer keeps the fall schedule cleaner. If the internship shows up, fall back to Option B and push Econ II to fall.
This is the list Jack takes into his Kelley transfer credit advising meeting. Two sections:
BUS-K 304, Legal Environment of Business. For each, an assessment of whether Jack's existing credits might already cover it. Even one "yes" removes an entire course from his to-do list.BUS 326 → IU BUS-L 201 Legal Environment of Business. The BW course is literally titled "Legal Environment of Organizations." This is a near-certain match and directly satisfies a named Kelley requirement. Must-ask.BUS 358 → IU BUS-X 204 or BUS-C 204 Business Writing / Business Communication. The BW course is "Business Communications" — the naming overlap is almost exact. If this maps, it covers one of Kevin's four new required courses.BAN 365 → IU BUS-K 303 Managing Information Technology / BUS-S 302 Management Science. The BW course is "Business Analytics" — depending on how BW structured it, it might partially satisfy the BUS-K 304 requirement, or at least count toward a Business Analytics co-major requirement.BUS-T 275 Kelley Compass 2 — the one thing with no BW analogue).
All 16 undistributed entries, organized by the IU term code they were recorded under. Each row has a likely source course (Jack's BW/OSU/BGSU course that generated the credit) and a suggested Kelley target that the advisor should consider.
| Term | IU undistributed entry | Likely source course | Suggested Kelley target | Why |
|---|---|---|---|---|
| F22 | BIOL-UN 100 (3, TA) |
BGSU BIOL 1080D Life in the Sea |
General ed natural science elective | Ask if this slots into IU's Natural & Mathematical Sciences distribution |
| S23 | ENG-UN 100 (3, TA) |
BGSU WRIT 1110D Academic Writing |
ENG-W 170 or a writing elective |
Possibly overlaps with the already-credited ENG-W 131; check for duplication |
| F23 | PHIL-UN 100 (3, TA−) |
OSU PHILOS 1300 Intro to Ethics |
PHIL-P 140 Intro to Ethics |
Direct course-name match at IU |
| S24 | PHIL-UN 100 (3, TA) |
OSU PHILOS 1100 Intro to Philosophy |
PHIL-P 100 Intro to Philosophy |
Direct course-name match at IU |
| F24 | BUS-UN 200 #1 (3, TA+) |
BW BUS 326 Legal Env of Organizations |
BUS-L 201 Legal Environment of Business ⭐ |
Near-certain match — lead with this ask |
| F24 | BUS-UN 200 #2 (3, TA+) |
BW MGT 205 Intro to Management |
BUS-Z 302 Managing & Behavior in Orgs |
Close fit; the MGT 205 syllabus can show concrete overlap |
| F24 | BUS-UN 300 (3, TA) |
BW ACC 245 Bloomberg & Excel Cert |
BUS-K 204 or BUS-S 307 Data for Business |
Bloomberg/Excel certification is distinctive; ask what Kelley does with it specifically |
| S25 | BUS-UN 200 (3, TA+) |
BW BUS 310I International Business |
BUS-D 301 International Business Study |
Common transfer equivalence across IU's catalog |
| S25 | BUS-UN 300 (3, TA−) |
BW MKT 230 Intro to Marketing |
BUS-M 300 Intro to Marketing (I-Core) |
May or may not substitute for the I-Core marketing component — advisor call |
| S25 | MSCH-UN 200 (3, TA) |
BW CAS 232 Workshop Journalism |
MSCH-J 200 or MSCH-J 210 |
Media School 200-level elective; probably a free elective either way |
| Su25 | BUS-UN 300 #1 (3, TA+) |
BW BUS 358 Business Communications |
BUS-X 204 or BUS-C 204 Business Writing ⭐ |
Near-certain match — lead with this ask |
| Su25 | BUS-UN 300 #2 (3, TA+) |
BW FNC 342 Corporate & Org Finance |
BUS-F 301 Financial Management (upper div) |
May substitute for the I-Core BUS-F 300 component; advisor decides |
| Su25 | BUS-UN 300 #3 (3, TA) |
BW MGT 329 Organizational Ethics |
BUS-G 320 Business and the Global Economy or BUS-Z 302 |
Ethics + management overlap; good candidate for an upper-div Kelley elective slot |
| F25 | BUS-UN 300 (3, TA+) |
BW BAN 365 Business Analytics |
BUS-K 303 Managing Information Tech or BUS-S 302 ⭐ |
Possibly satisfies BUS-K 304 prereq chain — ask explicitly |
| F25 | BUS-UN 400 (3, TA) |
BW FNC 485 Empirical Methods in Finance |
BUS-F 446 or upper-div Finance elective |
Upper-division finance math — most likely counts toward the Finance major's upper-div elective count |
| F25 | SPEA-UN 100 (3, TA) |
BW PHT 173I Global Health |
SPEA-H 120 Contemporary Health Issues |
SPEA 100-level; probably a general ed elective either way |
Rows highlighted in green are the three high-leverage asks from the callout above. Bring the matching syllabi (BUS 326, BUS 358, BAN 365) open on the advisor's screen and ask directly for these specific mappings.
Kevin learned (from Jack) about four specific courses Kelley requires for the Finance B.S. track. Each one might already be satisfied by something Jack has in his transcript — the advisor needs to check each.
| Required course | Credits | Might already be satisfied by | Assessment |
|---|---|---|---|
| Business Writing ( BUS-X 204 / BUS-C 204) |
3 |
(a) ENG-W 131 already in IU transcript from BW ENG 131, OR(b) BW BUS 358 Business Communications (currently an undistributed BUS-UN 300)
|
Likely yes Option (b) is the stronger match — BUS 358's name alone screams "Business Communication." |
| Kelley Compass 2 ( BUS-T 275) |
1.5 | Nothing — it's a Kelley-specific orientation course with no BW analogue | Must take Plan summer or early fall 2026. |
BUS-K 304 Business Technology |
3 |
(a) BW BAN 365 Business Analytics (currently undistributed BUS-UN 300), OR(b) BW ACC 245 Bloomberg & Excel Cert (currently undistributed BUS-UN 300)
|
Possibly Ask the advisor directly whether either maps. Even partial credit helps. |
| Legal Environment of Business ( BUS-L 201) |
3 | BW BUS 326 Legal Environment of Organizations (currently undistributed BUS-UN 200) |
Very likely yes The course names are nearly identical. This is the highest-confidence match in Jack's whole transcript. |
A short, direct way to walk through this list with the advisor. 15 minutes, tops. Bring the syllabi folder open in another tab.
"Hi — I'm a Spring 2026 transfer into Kelley from Baldwin Wallace, and I've got 48 credits worth of undistributed transfer lines on my record. I've already identified the Baldwin Wallace or Ohio State source for each one, and I have the syllabi available. Can we walk through them and see which ones can be slotted into specific Kelley course equivalents, especially these four named courses I need for the Finance B.S.:BUS-L 201,BUS-X 204,BUS-K 304, and theBUS-T 275Kelley Compass 2 requirement?
Three specific matches I'd like to lead with:I have the syllabi for all three open and ready to share with you."
- My BW
BUS 326Legal Environment of Organizations — I believe this directly maps toBUS-L 201.- My BW
BUS 358Business Communications — I believe this maps toBUS-X 204orBUS-C 204.- My BW
BAN 365Business Analytics — I'd like to know if this helps satisfyBUS-K 304, a Business Analytics co-major requirement, or both.
BUS 326, BUS 358, and BAN 365 — the three high-leverage asks. Have them open in tabs during the meeting.These are the syllabi Jack assembled for his transfer credit review. They're the courses he took before enrolling at IU Kelley — 16 from Baldwin Wallace and 3 from Ohio State. All 19 are hosted here directly so the Kelley transfer credit advisor can pull exactly what she needs for the undistributed-credit review.
The transcript evaluation also covers these courses, but the syllabi for them weren't in the folder Jack pulled from Google Drive. If the Kelley transfer advisor asks for any of these, Jack will need to request them from the original institution's registrar.
| Institution | Course | Title | Credits | Grade |
|---|---|---|---|---|
| Bowling Green | HIST 1250D | Early America | 3 | A |
| Bowling Green | HIST 1260D | Modern America | 3 | A |
| Bowling Green | BIOL 1080D | Life in the Sea | 3 | A |
| Bowling Green | WRIT 1110D | Seminar in Academic Writing | 3 | A |
| Ashland | POLSC 102 | Democracy in America | 3 | A |
| Ashland | MATH 108 | Introductory Statistics | 3 | A |
| Ohio State | PHILOS 1300 | Intro to Ethics | 3 | A− |
BUS-UN 200, BUS-UN 300, or BUS-UN 400 line on the IU transcript to a specific BW course and its syllabus. The 16 BW syllabi above are exactly what she needs. Open the Overview tab, find the undistributed entries in the transfer ledger, and use the course codes to pick the matching syllabus from the BW grid here.