Financial Analyst Concentration

The Financial Analyst Concentration is designed for business students to prepare them to become successful investment professionals with CFA professional designation. The program offers the academic and professional levels of education covering a significant portion of the CFA Program Candidate Body of Knowledge (CBOK). Upon completion of program requirements, students can sit for Level I Exam of the CFA Institute, the first step to become a CFA holder. Based on students’ progress toward the completion of program requirements, students may apply for CFA scholarships which will partially subsidize the registration fee for the CFA Level I Exam.

Program Requirements:

The Financial Analyst Concentration requires students to complete the following one Economics course (3 credits) as part of BSBA Business Core and seven Finance courses (21 credit hours) beyond the general degree requirements for a BSBA degree:

1. ECON 3030 (3 credits)     Intermediate Macroeconomic Theory

2. Required seven Finance Specialization courses (21 credits)

FIN 3400 (3 credits)     Financial Markets
FIN 3500 (3 credits)     Corporate Finance
FIN 4350 (3 credits)     Investment Analysis
FIN 4130 (3 credits)     Personal Financial Planning
FIN 4360 (3 credits)     Portfolio Management
FIN 4450 (3 credits)     Financial Institutions & Risk Management
FIN 4550 (3 credits)     Financial Management with Excel Applications

NOTES:

  • A grade of C or better in FIN 3000 (Business Finance) is required to take any upper 3000 and 4000-level Finance courses.
  • Substitute courses must be approved by the Department.

Updated: 05/31/2022 01:29PM