bulletin.kelley.iu.edu/Undergrad/Degree/Detail/2?year=2025-2026. The earlier version of this page was missing BUS-G 202 (3 cr) and BUS-D 270 (1.5 cr) — that's why the prior count was 22.5. Corrected here to 25.5.
Planning document · Updated May 2026 · Finance B.S. focus
Jack's Finance B.S. at Kelley
Spring 2026 done with auto-admit grades. Summer 2026 underway. Target: I-Core Spring 2027, graduate May 2028.
State of play — May 2026
Jack finished Spring 2026 with grades that cleared Kelley standard auto-admit (A- in math, B+ or higher in every other course). Application is in, Kelley admissions confirmed summer coursework will not affect the auto-admit decision. He's now enrolled in Summer Session I (10.5 credits) knocking out four of the ten second-year I-Core prerequisites. Fall 2026 takes the remaining six. I-Core lands Spring 2027. Graduation May 2028.
Where Jack stands, right now
The most important fact in this document: Jack hit every published criterion for Kelley standard auto-admission in his first IU semester. All seven first-year I-Core prerequisites are done. The application is submitted, Kelley admissions has confirmed receipt, and the committee has signaled summer grades will not retroactively affect the admit decision.
Spring 2026 — DONE at IU Kelley (14.5 cr, all auto-admit grades)
| Course | Title | Credits | Status |
|---|---|---|---|
BUS-A 100 | Intro to Accounting Principles | 1.0 | A |
BUS-C 104 | Business Presentations | 3.0 | B+ or higher |
BUS-K 201 | Intro Bus IS & Decisions | 3.0 | B+ or higher |
BUS-T 175 | Kelley Compass 1 | 1.5 | B+ or higher |
ECON-B 251 | Fund of Econ for Business I | 3.0 | B+ or higher |
MATH-B 110 | Math for Bus & Public Affairs | 3.0 | A− |
This entire list is all seven of the first-year I-Core prerequisites (ENG-W 131 came in via transfer from Baldwin Wallace). All seven done in one semester — uncommon, and the reason auto-admit lit up.
Summer 2026 — IN PROGRESS at IU Kelley (10.5 cr enrolled)
All four classes are second-year I-Core prerequisites that count toward the 25.5 cr Jack needs before he can enter the I-Core cohort. Schedule is the standard 6-week Session I business block, 8:30 AM–3:20 PM Mon–Thu (A 306 also Fri morning).
| Course | Title | Credits | Schedule |
|---|---|---|---|
BUS-A 306 | Management Accounting & Analysis | 3.0 | MTWThF 8:30–10:40 AM |
BUS-K 303 | Technology & Business Analysis | 3.0 | MTWTh 10:40 AM–12:10 PM |
BUS-T 275 | Kelley Compass 2 | 1.5 | MTWTh 12:10–1:15 PM |
BUS-C 204 | Business Writing | 3.0 | MTWTh 1:30–3:20 PM |
| Total | 10.5 | Session I (6 weeks) |
Prerequisite confirmation: per the 2025-26 Kelley bulletin, BUS-A 306's prereq is "BUS-A 100 or BUS-A 200 with a grade of C or higher" — Jack earned A in A 100, so A 306 is clean. A 306 and A 304 (Financial Reporting) are independent; either can come first. The other three summer courses have no sequenced prereqs Jack hasn't met.
Transfer credit status: Confirmed with the registrar — none of the four summer courses can be satisfied by existing Baldwin Wallace transfer credits under Jack's catalog year. All 10.5 credits must be earned at IU.
Transfer credits accepted by IU (93 cr)
IU has slotted Jack's BGSU, OSU, Ashland, and Baldwin Wallace coursework into the categories below. The entries marked Undistributed were accepted by IU but not mapped to specific Kelley-required courses. Under the 2025-2026 Kelley bulletin and Jack's catalog year, these will land as free elective credit toward the 120-credit graduation minimum rather than replacing Kelley-specific requirements. Confirmed with the registrar in May 2026.
| 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 |
The full 25.5-credit second-year I-Core prerequisite list
Per the 2025-2026 Kelley bulletin (Spring 2026 cohort, all must be C or higher):
| # | Course | Title | Credits | Plan |
|---|---|---|---|---|
| 1 | BUS-C 204 | Business Writing | 3.0 | Summer 2026 |
| 2 | BUS-T 275 | Kelley Compass 2 | 1.5 | Summer 2026 |
| 3 | BUS-K 303 | Technology & Business Analysis | 3.0 | Summer 2026 |
| 4 | BUS-A 306 | Management Accounting & Analysis | 3.0 | Summer 2026 |
| 5 | BUS-L 201 | Legal Environment of Business | 3.0 | Fall 2026 |
| 6 | BUS-A 304 | Financial Reporting & Analysis | 3.0 | Fall 2026 |
| 7 | ECON-E 370 (or S 301 / S 350 / M 365) | Statistical Analysis | 3.0 | Fall 2026 |
| 8 | BUS-G 202 | Business, Government and Society | 3.0 | Fall 2026 |
| 9 | BUS-D 270 | The Global Business Environments | 1.5 | Fall 2026 |
| 10 | BUS-D 271 (or BUS-X 272) | Global Business sequel | 1.5 | Fall 2026 |
| Total | 25.5 | 10.5 summer + 15 fall |
Source verified May 2026
Authoritative source for this list:
The one-paragraph answer
Spring 2026 produced auto-admit grades. Kelley admissions confirmed summer coursework does not affect the decision. Jack is taking 10.5 cr in Summer Session I covering four of the ten second-year I-Core prerequisites (A 306, K 303, T 275, C 204). Fall 2026 carries the remaining six (L 201, A 304, E 370 stats, G 202, D 270, D 271) for 15 cr. I-Core Spring 2027. Fall 2027 + Spring 2028 covers post-I-Core Finance major courses. Graduation May 2028 — a 2.5-year clock from IU start. Skipping Summer 2027 does not push graduation; the residency requirement and course cadence both fix Spring 2028 as the earliest realistic finish.
The Finance B.S. path from here
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.
Phase 1 · Spring 2026
First-year I-Core prereqs — DONE
Complete
All seven first-year I-Core prerequisites completed in one semester (ENG-W 131 via transfer, the other six via IU). Grades cleared auto-admit. See the Spring 2026 table above.
Credits14.5 IU + 3 transfer
OutcomeAuto-admit grades
Math gradeA−
Other gradesB+ or higher
Phase 2 · Summer 2026 (Session I, in progress)
Four second-year prereqs, 10.5 credits
In progress
BUS-A 306, BUS-K 303, BUS-T 275, BUS-C 204 — all required, none satisfied by transfer credits. The Session I business block runs 6 weeks at 8:30 AM–3:20 PM Mon–Thu. Heavy but designed for it. Kelley admissions has confirmed that summer grades do not affect the auto-admit status — the application was evaluated against the Spring 2026 record at submission time.
Credits10.5
WhenMay 11 – mid-June 2026
Floor gradeC or higher (degree req)
Admit riskNone
Phase 2b · Fall 2026
Remaining six prereqs, 15 credits
Planned
BUS-L 201 (3), BUS-A 304 (3), statistics ECON-E 370 or equivalent (3), BUS-G 202 (3), BUS-D 270 (1.5), BUS-D 271 (1.5). Two of these are half-semester 1.5-cr modules, so the effective course count is closer to "five 3-credit classes." Normal fall load. After this term, all 25.5 second-year prereqs are done and I-Core eligibility unlocks.
Credits15
WhenFall 2026
Key unlockI-Core eligibility
IU credits total40 of 56 residency needed
Phase 3 · Spring 2027
Kelley I-Core — target semester
Target
Kelley's Integrative Core is the one-semester junior-year cohort block: four courses taught together, problem sets that weave across all four, the whole semester committed to it.
BUS-F 300Introduction to FinanceBUS-M 300Introduction to MarketingBUS-P 300Introduction to Operations ManagementBUS-J 375Integrative Experience (the capstone tying the other three together)
I-Core is not offered in summer. With Fall 2026 closing the last six prereqs, Spring 2027 is the earliest possible I-Core term and the target.
Credits12 (cohort block)
WhenSpring 2027
LoadFull-time, no other classes
UnlocksUpper-div Finance courses
Phase 4 · Fall 2027 → Spring 2028
Finance major + graduation
Graduation
After I-Core, Jack's remaining coursework is the Finance major itself. Typical Kelley Finance B.S. post-I-Core requirements:
BUS-F 305Intermediate Corporate Finance (P: A 304 + A 306, both done by Fall 2026)BUS-A 310Intermediate Financial Reporting (Finance major requires it)BUS-F 420Equity & Fixed IncomeBUS-F 494Finance Capstone- 2–3 upper-division Finance electives (
BUS-F 446Bond Markets, etc.) - Any remaining gen-ed / liberal-arts / free electives to hit 120-credit grad minimum
Why graduation is May 2028 even if Jack skips Summer 2027
Three independent constraints all land him on Spring 2028, not Fall 2027:
- Kelley 56-credit IUB residency. After I-Core Spring 2027 Jack has only 52 IU credits. Needs at least one more IU semester.
- Post-I-Core Finance major courseload. ~15–18 credits of senior-year Finance courses don't fit one semester.
- Course-offering cadence. Most Finance electives run once a year; the capstone is structurally a senior-spring course.
Summer 2027 would only help if Jack stacks a co-major (Business Analytics, MIS, etc.) on top of Finance. For the straight Finance B.S., it's optional and does not move the graduation date.
Credits~26 across two semesters
WhenFall 2027 + Spring 2028
GraduationMay 2028
Final total~168 credits (120 req)
Kelley admission — where the file sits
Auto-admit cleared
Application submitted in the Spring-start window (Feb 1 – Apr 1, 2026). Kelley admissions confirmed receipt. Spring 2026 grades posted at A− in math and B+ or higher in every other course — meeting every published criterion for the 2025-cohort auto-admit threshold (B+ floor).
Jennifer Pardue (Associate Director of Admissions) confirmed in writing that summer coursework does not affect the auto-admit decision. The committee evaluates against the record at time of submission. Decision expected late May – July 2026.
What cleared the 2025-cohort auto-admit checklist
- All seven first-year I-Core prereqs complete (17.5 hours) ✅
- B+ or higher in every IU course on first attempt ✅
- 30+ total college credit hours (Jack has 104.5) ✅
- Pre-business designation ✅
- Full-time enrollment in application semester (14.5 cr Spring 2026) ✅
- Application timing (within two-semester ceiling) ✅
- Fewer than three sub-B+ grades and no D/F ✅
What's left for Jack on the admission side
Nothing. No essay, no interview, no faculty letters required for auto-admit. The committee just confirms the file. Decision letter expected mid-May through July 2026.
Next concrete actions
- Finish Summer Session I cleanly. 10.5 credits in 6 weeks, four classes, 8:30 AM–3:20 PM. The whole semester is on the I-Core prereq critical path; degree requirement floor is C or higher. Keep the load — admit is locked, the courses are required anyway, and dropping anything pushes work into Fall 2026 where the load is already 15 cr.
- Watch for the Kelley admission decision letter (late May – July 2026). Auto-admit cases process faster than comprehensive review. Once it lands, the pre-business gate closes and the Finance major formally activates.
- Register Fall 2026 with all six remaining I-Core prereqs. BUS-L 201, BUS-A 304, ECON-E 370 (or stats equivalent), BUS-G 202, BUS-D 270, BUS-D 271. 15 cr total. Two of those (D 270, D 271) are 1.5-cr half-semester modules — verify they're not back-to-back conflicts when registering.
- Sign up for I-Core Spring 2027 as soon as registration opens after Fall 2026 final grades post. I-Core has cohort enrollment caps; don't wait.
- Build the Finance internship pipeline for Summer 2027. The summer between I-Core and senior year is the canonical Kelley Finance internship window. Career Services + a Kelley Finance career coach can line that up during Fall 2026.
Summer 2026 — actual enrollment
Session I started Monday May 11, 2026. Jack is enrolled in four classes covering 10.5 credits of the 25.5 second-year I-Core prerequisites. Admission risk on these grades is zero (confirmed by Kelley admissions). The constraint is workload and the C-or-higher degree requirement floor.
| Course | Title | Credits | Schedule | Prereq met by |
|---|---|---|---|---|
BUS-A 306 |
Management Accounting & Analysis | 3.0 | MTWThF 8:30–10:40 AM | BUS-A 100 (A, Spring 2026) — verified against 2025-26 bulletin: "BUS-A 100 or BUS-A 200 with C or higher" |
BUS-K 303 |
Technology & Business Analysis | 3.0 | MTWTh 10:40 AM–12:10 PM | BUS-K 201 (B+ or higher, Spring 2026) |
BUS-T 275 |
Kelley Compass 2 | 1.5 | MTWTh 12:10–1:15 PM | BUS-T 175 (B+ or higher, Spring 2026) |
BUS-C 204 |
Business Writing | 3.0 | MTWTh 1:30–3:20 PM | ENG-W 131 (transferred from Baldwin Wallace) |
| Total | 10.5 | 6-week Session I |
Why this load is OK
10.5 credits in 6 weeks is the equivalent of ~21 credits in a regular semester — heavy, but Session I is designed for it (8:30 AM–3:20 PM, Mon–Thu, with A 306 also on Friday morning). Jack just put six concurrent first-year prereqs into one Spring semester with B+/A− grades; the technique is proven.
Every one of these four classes is a required second-year I-Core prereq. Dropping anything pushes that credit into Fall 2026 (already 15 cr) or delays I-Core past Spring 2027. None of them transfer in from Baldwin Wallace under Jack's catalog year — confirmed with the registrar.
Why nothing here transfers
Earlier versions of this page chased three Baldwin Wallace → IU transfer asks (BW BUS 326 → BUS-L 201, BW BUS 358 → BUS-C 204, BW BAN 365 → BUS-K 303). Status as of May 2026:
- Under the current 2025–2026 Kelley bulletin, no required BUS courses transfer in for Kelley majors (including ECON-B 251, B 252, and the Kelley statistics requirement).
- 300/400-level business courses transfer only as undistributed
BUS-UNelective credit. - 200-level BUS courses can transfer with specific equivalency in some bulletin years, but not Jack's.
The Ask for Credit tab is preserved as a historical record of what was attempted but is no longer the active plan.
Fall 2026 — the remaining 15 credits
After summer closes, six second-year I-Core prereqs remain, totalling 15 credits. All six should land in Fall 2026 to keep I-Core Spring 2027 on track.
| Course | Title | Credits | Notes |
|---|---|---|---|
BUS-L 201 |
Legal Environment of Business | 3.0 | No sequenced prereq; offered every fall. |
BUS-A 304 |
Financial Reporting & Analysis | 3.0 | Prereq is BUS-A 100 (done). Independent of A 306; either order works. |
ECON-E 370 or eq |
Statistical Analysis for Business | 3.0 | Acceptable substitutes: STAT-S 301, STAT-S 350, MATH-M 365, ECON-S 370 (H). |
BUS-G 202 |
Business, Government and Society | 3.0 | No sequenced prereq. |
BUS-D 270 |
The Global Business Environments | 1.5 | Half-semester module. Pairs with D 271. |
BUS-D 271 (or X 272) |
Global Business sequel | 1.5 | Half-semester module. Verify scheduling avoids time conflict with D 270. |
| Total | 15.0 | Fall 2026 |
Ask for Credit — archived
This tab is historical. Transfer asks are closed.
This tab originally proposed routing Baldwin Wallace courses (BUS 326, BUS 358, BAN 365, etc.) into specific Kelley equivalencies via a transfer credit advising meeting. As of May 2026, that path is closed under Jack's catalog year. The 2025-2026 Kelley bulletin does not allow required BUS courses to transfer in for Kelley majors. 300/400-level business courses transfer only as undistributed BUS-UN elective credit. None of the summer 2026 enrolled courses are satisfied by transfer credits.
Content preserved below for record only — do not act on the asks listed here.
What was attempted
The original ask list proposed three high-leverage transfer mappings:
- BW
BUS 326→ IUBUS-L 201Legal Environment of Business — not accepted. - BW
BUS 358→ IUBUS-X 204/BUS-C 204Business Writing — not accepted. - BW
BAN 365→ IUBUS-K 303Technology & Business Analysis — not accepted.
What still has value from this archive
- The Prior Syllabi tab remains useful as a permanent record of Jack's Baldwin Wallace and Ohio State coursework — useful for any future advising conversation, graduate school application, or résumé context.
- The undistributed transfer credits (10 BUS-UN entries plus various 100/200-level humanities) still count toward Jack's 120-credit graduation minimum as free electives. They just don't replace Kelley-specific requirements.
- The F25 BW FNC 485 → BUS-UN 400 entry (Empirical Methods in Finance) is the single transfer entry most worth revisiting post-I-Core. It might count toward a Finance upper-division elective slot after Jack is in the Finance major proper. Worth asking the Finance-major advisor in Fall 2026 or after I-Core.
Jack's prior-class syllabi
These are the syllabi Jack assembled before transferring to IU Kelley — 16 from Baldwin Wallace and 3 from Ohio State. Kept here as a permanent record of his pre-IU coursework. Useful context for any future advising conversation, graduate school application, or résumé. Not currently part of an active transfer credit review (see Ask for Credit tab).
What's here and what isn't
Present: all 16 Baldwin Wallace course syllabi Jack had in his Google Drive, plus the 3 Ohio State course syllabi he used for his BW transfer-in review, plus the one-page Transfer Credit Evaluation cover doc. Not here: syllabi for the 4 Bowling Green courses (HIST 1250D, HIST 1260D, BIOL 1080D, WRIT 1110D) and the 2 Ashland courses (POLSC 102, MATH 108). If Kelley asks for those, Jack will need to request them from BGSU and Ashland registrars directly.
Baldwin Wallace — 16 courses (where Jack was enrolled before IU)
Ohio State University — 3 courses (transferred-in to BW, now also transferred to IU)
Transfer credit evaluation cover doc (the summary Jack sent to BW's registrar)
Courses without syllabi in the Google Drive archive (may need to be re-requested)
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− |
Why this archive is preserved
Under Jack's 2025-2026 catalog year, BW courses don't transfer in as Kelley equivalents — the syllabi here are no longer being used for a transfer credit review. They remain useful as a permanent record of pre-IU coursework, particularly the F25 BW FNC 485 (Empirical Methods in Finance) which mapped to
BUS-UN 400 and is the single transfer entry most likely to be revisited as a Finance upper-division elective after Jack enters the Finance major proper post-I-Core.