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Contact

  • School of Business Administration

    • Quick Center
    • tel: 610-499-4300
    • fax: 610-499-4614
  • Iqbal (Monty) Mansur

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Requirements, Finance

The finance major permits students to specialize in the traditional finance discipline or in the emerging financial planning discipline. The traditional finance track is intended to prepare students for professional positions with financial institutions, finance departments of business enterprises, and investment companies. The financial planning track is appropriate for students who wish to start their own financial planning business or work in the broad area of financial services.

Curriculum: Traditional Finance Track

Freshman Fall (16.5)

  • ENGL 101 Reading, Thinking, & Writing (3)
  • MATH 117 Elementary Functions* (3)
  • MIS 180 Computing & Spreadsheets** (1)
  • MGT 100 Understanding & Working in Organizations (3)
  • 2 Electives† (3)
  • Physical Education Elective (0.5)

Freshman Spring (15.5)

  • ACCT 105 Financial Accounting
  • ANTH 105 Cultural Anthropology
  • PRWR 215 Effective Communication** (3)
  • 2 Electives† (6)
  • Physical Education Elective (0.5)

Sophomore Fall (15)

  • ACCT 205 Managerial Accounting (3)
  • EC 101 Principles of Macroeconomics** (3)
  • ENGL 102 Literature & Critical Writing (3)
  • MGT 210 Foundation of Management (3)
  • QA 251 Elementary Statistical Analysis (3)

Sophomore Spring (15)

  • EC 202 Principles of Microeconomics** (3)
  • FIN 303 Financial Management**
  • MIS 290 Management Information Systems** (3)
  • QA 252 Intermediate Statistical Analysis (3)
  • 1 Elective† (3)

Junior Fall (15)

  • EC 312 Macroeconomic Theory (3)
  • FIN 305 Investments (3)
  • MGT 310 Leadership (3)
  • OPM 352 Operations Management** (3)
  • 1 Elective† (3)

Junior Spring (15)

  • MKT 300 Marketing Principles** (3)
  • MGT 365 International Business** (3)
  • 2 FIN Electives (3)
  • 1 Elective† (3)

Senior Fall (15)

  • FIN 423 International Finance (3)
  • PHIL 352 Business Ethics (3)
  • FIN 497 Internship in Finance
  • FIN Elective (3)
  • 1 Elective† (3)

Senior Spring (15)

  • FIN 450 Financial Practices & Regulations (3)
  • MGT 452 Management Policy & Strategy
  • 1 FIN Elective (6)
  • 2 Electives† (6)

Total Credits 122

(Credits are in parentheses.)

*Qualified students are urged to substitute MATH 141, 142.
**Course may be taken in either the fall or spring semester.
†Finance majors must complete two humanities electives, two social science electives (one at the 200+ level), two science/math electives, and two free electives.

Curriculum: Financial Planning Track

Freshman Fall (16.5)

  • ENGL 101 Reading, Thinking, & Writing (3)
  • MATH 117 Elementary Functions (3)
  • MIS 180 Computing & Spreadsheets* (1)
  • MGT 100 Understanding & Working in Organizations (3)
  • 2 Elective† (3)
  • Physical Education Elective (0.5)

Freshman Spring (15.5)

  • ACCT 105 Financial Accounting
  • ANTH 105 Cultural Anthropology* (3)
  • PRWR 215 Effective Communication (3)
  • 2 Electives† (6)
  • Physical Education Elective (0.5)

Sophomore Fall (15)

  • ACCT 205 Managerial Accounting (3)
  • EC 101 Principles of Macroeconomics** (3)
  • ENGL 102 Literature & Critical Writing (3)
  • MGT 210 Foundation of Management (3)
  • QA 251 Elementary Statistical Analysis (3)

Sophomore Spring (15)

  • BLAW 250 Legal & Ethical Environment of Business
  • EC 202 Principles of Microeconomics** (3)
  • FIN 303 Financial Management** (3)
  • MIS 290 Management Information Systems (3)
  • QA 252 Intermediate Statistical Analysis (3)

Junior Fall (15)

  • EC 312 Macroeconomic Theory (3)
  • FIN 305 Investments (3)
  • MGT 310 Leadership (3)
  • PHIL 352 Business Ethics* (3)
  • 1 Elective† (3)

Junior Spring (15)

  • ACCT 409 Pension & Retirement Planning
  • FIN 305 Investments (3)
  • FIN 320 Risk Management & Insurance Planning (3)
  • MGT 365 International Business* (3)
  • OPM 352 Operations Management (3)

Senior Fall (16)

  • ACCT 405 Federal Income Tax (4)
  • ACCT 408 Principles of Estate Planning (3)
  • MKT 300 Marketing Principles (3)
  • FIN Elective (3)
  • FIN 497 Internship in Finance (3)

Senior Spring (15)

  • FIN 450 Financial Practices & Regulations (3)
  • FIN 453 Financial Planning Seminar (3)
  • MGT 452 Management Policy & Strategy (3)
  • FIN Elective (3)
  • 1 Elective† (3)

Total Credits 123

(Credits are in parentheses.)

*Course may be taken in either the fall or spring semester.
**EC 201 and 202 may be offered in summer or spring.
†Finance majors must complete two humanities electives, two social science electives (one at the 200+ level), and science/math electives.

 

For more information about courses and requirements for finance, see the course catalog.