Bachelor of Science in Finance
Surya Chelikani (Fall 2021)- 203-582-8267
and Xuewu (Wesley) Wang (Spring 2022)-203-582-7404
Students majoring in Finance gain an understanding of key financial skills and concepts, and hone their analytical reasoning skills. They receive hands-on experience in money management, develop proficiency in data gathering and also learn the importance of ethical considerations in financial decision making. Graduates are able to explain core financial terms and concepts and apply them to real business and financial problems. They understand modern financial theory and its application to corporate financial decision making, valuation, financial markets and institutions, and portfolio management.
Students may take an investment management focus to prepare them to pursue their interest in the financial services sector working in investment banking, portfolio management or investment analysis. Upon completion of the finance core and investment management courses, students will have the educational requirements to sit for the Chartered Financial Analyst (CFA) Level I examination.
Students may also study financial technology and innovation, focusing on the emergence of transformative technologies in the finance sector, including cryptocurrency, peer-to-peer lending, crowdfunding, blockchain and technology-driven disruptive financial strategies. In this focus area, students learn Fintech applications in wealth management, insurance, banking, risk management and portfolio optimization. The focus instills the necessary expertise to enable students to pursue careers in the newly emerging area of Fintech.
Students may focus in corporate finance and prepare for careers in the management and operations of large and small corporations. Upon completion of the finance core and select corporate finance courses, students will have the educational requirements to sit for the Certified Management Accountant (CMA) certification exam, which demonstrates knowledge and proficiency in corporate financial planning and analysis, decision support and ethics. Alternatively, students may prepare to sit for the Certified Treasury Professional (CTP) designation, which exhibits knowledge and skills needed of treasury professionals.
Student learning opportunities are enhanced by the resources available within the Terry W. Goodwin ’67 Financial Technology Center (FTC). The center allows students to access real-time ﬁnancial data, develop ﬁnancial models, conduct trading simulations and analyze ﬁnancial and economic data. Students earn Bloomberg Market Concepts (BMC) certifications using the resources available at the FTC. Students have the opportunity to participate in the Student Managed Portfolio, an extension of the University’s endowment fund. Leadership and educational opportunities come from participating in the Global Asset Management Education (G.A.M.E.) Forum as well as CFA “Investment Research Challenge,” Bloomberg Trading competition, and Rotman Trading competitions.
Extracurricular activities include the Investment Club. This student-led organization sponsors investment challenges, campus speakers and trips to ﬁnancial markets and institutions. The club also provides students peer-centered opportunities to develop their networking, team building and leadership skills. Outstanding students are eligible to be inducted into the Financial Management Association (FMA) National Honor Society.