Finance Concentration
Finance involves the study of business finance, investments, and financial institutions. The finance concentration develops the skills necessary to work at a high level of expertise in all areas of finance, in both the private as well as public sectors: asset management; commercial and investment banking in an international context; the financial management (‘treasury function’) of commercial and industrial enterprises as well as of financial institutions; the financial aspects of venture capital as well as of mergers and acquisition; and in most aspects of management consulting in both the domestic as well as the international sectors.
The finance concentration prepares students for such positions as financial analyst, commercial lender, portfolio manager, and trust officer. The concentration in finance also equips students well for careers in law and government, and not simply in the private sector. Finance students can also prepare for Certified Financial Planner (CFP®) certification by taking additional courses in business administration beyond those required for the finance concentration.
Certified Financial Planner®
To qualify for the Certified
Financial Planner® Certification Examination, the CFP® Board of
Standards requires that a person have a baccalaureate degree from a
four-year accredited university or college, 15 semester units in
financial planning subjects, and another 12 units in related business
courses (i.e., accounting, economics, and finance). The following
courses are recommended to prepare for the CFP® exam and meet the
minimum 15 units in financial planning courses:
BUS 4028 Investment Principles
BUS 4032 Taxation: A Business Perspective (SL)
BUS 4051 Retirement and Estate Planning
BUS 4052 Insurance Planning and Risk Management
BUS 4054/2054 General Principles of Financial Planning
For details concerning the CFP® exam, you may contact the CFP® Board of Standards at (800) 487-1497 or visit the Board’s Web site at www.cfp.net.
Requirements for Finance Concentration:
| BUS 4027 | International Corporate Finance |
3 | |
| BUS 4028 | Investment Principles | 3 | |
| BUS 4055 | Financial Markets and Institutions | 3 |
|
| BUS 4053 | Advanced Corporate Finance |
3 |
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Three additional units from the following: BUS 4029 Financial Statement Analysis BUS 4030 Intermediate Financial Accounting I BUS 4054/2054 General Principles of Financial Planning BUS 4052 Insurance Planning and Risk Management BUS 4051 Retirement and Estate Planning BUS 4922 Special Topics: Finance BUS 4996/4912/4914 Internship/Senior Project/Thesis Total Finance Concentration 15 units |
3
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Total Business Administration BA major with Finance Concentration |
57 units
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