Finance (B.S.)
The Finance degree provides students with knowledge of fundamental financial management tools and encourages students to use critical thinking, analytical, and interpersonal skills. Courses in the Finance major allow students to develop the expertise, knowledge and skills needed for a wide range of opportunities in corporate finance, financial institutions, business operations, and advisory services.
This major provides the necessary educational foundation from which students may choose to obtain a professional certification to help advance their careers, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Certifications have requirements in addition to receiving a bachelor's degree. Some additional requirements may include further education, professional experience, and/or passing an exam for that specific certification. Students interested in sales of stocks, bonds, mutual funds, insurance and real estate will need to obtain the appropriate professional license(s) for their respective specialty. Students may also select a concentration in Corporate Finance and/or Wealth Management to further hone their expertise in these specific sectors of the industry.
Finance majors complete a minimum of 120 credits to earn a bachelor’s degree, including 41–44 credits of core courses and 60–62 credits of major courses.
In addition, all students in the Finance Degree program are required to be certified in the most recent version of Microsoft Excel through the Certiport Microsoft Office Program by the end of their sophomore year.
| Code | Title | Credits |
|---|---|---|
| ACC-101 | Financial Accounting | 4 |
| ACC-104 | Managerial Accounting | 4 |
| ECN-101 | Introductory Macroeconomics | 3 |
| ECN-102 | Introductory Microeconomics | 3 |
| ECN-305 | Money and Banking | 3 |
| ECN-412 | Multinational Finance and Investments | 3 |
| MGT-120 | Principles of Business Management | 3 |
| MGT-212 | Business Communications | 3 |
| MGT-270 | Financial Management | 3 |
| MGT-280 | Principles of Marketing | 3 |
| or MGT-356 | Entrepreneurial Marketing | |
| MGT-300 | Ethics for Business | 3 |
| MGT-320 | Investment Planning | 3 |
| MGT-403 | Business Law-Labor Law | 3 |
| MGT-490 | Strategic Business Planning Capstone | 4 |
| MGT-491 | Professional Internship in Business | 3 |
| STA-173 | Statistical Methods | 3 |
| Complete one of the following courses: | 3-4 | |
| Quantitative Methods for Business | ||
| Applied Calculus | ||
| Calculus I | ||
| Choose two of the following courses: | 6-7 | |
| Intermediate Accounting I | ||
| Federal Income Taxes I | ||
| Introduction to Data Science and Analytics | ||
| Intermediate Macroeconomics | ||
| Intermediate Microeconomics | ||
| Community Based Economic Impact Study | ||
| Introduction to Econometrics | ||
| Risk Management | ||
| Business Analytics | ||
| Introduction to Real Estate | ||
| Personal Financial Planning | ||
| Advanced Financial Management and Modeling | ||
| Professional Selling | ||
| Entrepreneurship Finance and Accounting | ||
| Revenue Management | ||
| Portfolio Management | ||
| Total Credits | 60-62 | |
Concentrations
Corporate Finance Concentration
The concentration in corporate finance prepares students to lead and grow organizations by maximizing shareholder and stakeholder value. Students will become familiar with accounting and finance concepts, such as cost - volume - profitability analysis, strategic planning, process improvement and business performance. These skills enable students to examine the capital structure of a corporation, including its funding sources, leverage options, and management decisions to increase organizational effectiveness. With this concentration, students will be prepared for a number of exciting career paths such as financial analyst, treasurer, business analyst, or even a Chief Financial Officer (CFO).
Students completing a concentration in Corporate Finance are required to complete four courses (12 credits):
| Code | Title | Credits |
|---|---|---|
| MGT-325 | Advanced Financial Management and Modeling | 3 |
| ECN-202 | Intermediate Microeconomics | 3 |
| Complete two of the following courses: | 6 | |
| Intermediate Accounting I | ||
| Federal Income Taxes I | ||
| Risk Management | ||
| Introduction to Econometrics | ||
| Total Credits | 12 | |
Wealth Management Concentration
The concentration in Wealth Management is designed to introduce the principles of managing financial assets for individuals, families, and institutions. Wealth management requires the consideration of client objectives, risk tolerance, and constraints within the context of investment policy development as well as a deep understanding of investment instruments, asset classes and portfolio theory. Students in this program will actively engage in the planning process for various client types and create and monitor multi-asset class portfolios designed to fulfill their objectives.
Students completing a concentration in Wealth Management are required to complete four courses (12 credits):
| Code | Title | Credits |
|---|---|---|
| MGT-310 | Personal Financial Planning | 3 |
| MGT-430 | Portfolio Management | 3 |
| Complete two of the following courses: | 6 | |
| Intermediate Accounting I | ||
| Federal Income Taxes I | ||
| Intermediate Macroeconomics | ||
| Professional Selling | ||
| Total Credits | 12 | |
Degree Plan for Finance (B.S.)
| First Year | ||
|---|---|---|
| Fall | Credits | |
| FYT-101 | First Year Studio | 1 |
| UNV-101 | University Seminar | 3 |
| ECN-101 | Introductory Macroeconomics | 3 |
| Select one of the following: 1 | 3 | |
| Principles of Business Management | ||
Core Course |
||
| Core Course | 3 | |
| Core Course | 3 | |
| Credits | 16 | |
| Spring | ||
| UNV-102 | University Seminar II | 3 |
| ACC-101 | Financial Accounting | 4 |
| ECN-102 | Introductory Microeconomics | 3 |
| Select one of the following: 1 | 3 | |
| Principles of Business Management | ||
Core Course |
||
| Core Course | 3 | |
| Credits | 16 | |
| Second Year | ||
| Fall | ||
| GST-098 | Sophomore Studio 2 | 1 |
| RTS-225 or PHL-225 |
The Quest for the Ultimate: Dialogue with Global Religious Traditions 1 or Quest for the Good Life |
3 |
| ACC-104 | Managerial Accounting | 4 |
| MGT-270 or MGT-280 |
Financial Management 1 or Principles of Marketing |
3 |
| STA-173 or MTH-191 |
Statistical Methods 1 or Applied Calculus |
3 |
| Core Course | 3 | |
| Credits | 17 | |
| Spring | ||
| RTS-225 or PHL-225 |
The Quest for the Ultimate: Dialogue with Global Religious Traditions 1 or Quest for the Good Life |
3 |
| MGT-270 or MGT-280 |
Financial Management 1 or Principles of Marketing |
3 |
| STA-173 or MTH-191 |
Statistical Methods 1 or Applied Calculus |
3 |
| Core Course | 3 | |
| Core Course | 3 | |
| Credits | 15 | |
| Third Year | ||
| Fall | ||
| ACC-331 | Federal Income Taxes I | 3 |
| ECN-351 | Risk Management | 3 |
| MGT-212 or MGT-214 |
Business Communications 1 or Project Management |
3 |
| ECN-305 or MGT-320 |
Money and Banking 1 or Investment Planning |
3 |
| Core Course | 3 | |
| Credits | 15 | |
| Spring | ||
| MGT-212 or MGT-214 |
Business Communications 1 or Project Management |
3 |
| ECN-305 or MGT-320 |
Money and Banking 1 or Investment Planning |
3 |
| APT-103 or APT-304 |
Ic3 Gs5 Certification: Internet and Computing Core Certification or Microsoft Certified Application Specialist |
3 |
| MGT-355 | Professional Selling | 3 |
| Elective | 3 | |
| Credits | 15 | |
| Fourth Year | ||
| Fall | ||
| MGT-490 or MGT-491 |
Strategic Business Planning Capstone 1 or Professional Internship in Business |
3-4 |
| MGT-300 or MGT-403 |
Ethics for Business 1 or Business Law-Labor Law |
3 |
| Elective | 3 | |
| Elective | 3 | |
| Elective | 3 | |
| Credits | 15-16 | |
| Spring | ||
| MGT-490 or MGT-491 |
Strategic Business Planning Capstone 1 or Professional Internship in Business |
3-4 |
| MGT-300 or MGT-403 |
Ethics for Business 1 or Business Law-Labor Law |
3 |
| Elective | 3 | |
| Elective | 3 | |
| Credits | 12-13 | |
| Total Credits | 122 | |
- 1.
One each semester.
- 2
This weekend workshop may be taken in either the fall or spring semester of sophomore year.