BS in Finance
The BS in finance prepares graduates for career opportunities in equities and fixed income analysis and portfolio management, corporate finance, financial services, working capital management, asset valuation, banking and credit analysis. The program also prepares students for graduate work in finance, business administration, law and other related disciplines.
Student learning opportunities are enhanced by the Terry W. Goodwin '67 Financial Technology Center. The center allows students to access real-time financial data, develop financial models, conduct trading simulations and analyze financial and economic data.
Students have the opportunity to participate in the Bobcat Fund, a student-managed investment portfolio. Extracurricular activities include the FMA student chapter (QU Investment Club) and the Economics/Finance Club, which sponsor investment challenges, speakers and field trips. The clubs also provide 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 National Honor Society.
Curriculum + Requirements
Earning a bachelor's degree in finance requires students to earn a total of 125 credits, broken down into the following areas:
|Finance Core (18 credits)|
|FIN 310||Investment Analysis||3|
|FIN 320||Financial Modeling||3|
|FIN 350||Financial Markets & Institutions||3|
|FIN 360||Financial Statement Analysis||3|
|FIN 380||Intermediate Corporate Finance||3|
|FIN 485||Derivative Securities||3|
|Finance Electives (12 credits)
Students are required to complete 12 credits of finance electives. Students may apply up to three credits from the following courses toward their finance elective requirements:
|AC 305||Intermediate Accounting I||3|
|AC 323||Cost Accounting||3|
|AC 431||Federal Income Taxation of Individuals||3|
|CIS 350||Advanced Excel Programming||3|
|IB 335||International Finance||3|
|SB 360||International Microloan Funding||3|
Unique Learning Tracks
Investment Management Focus
Students who seek to focus on a program that prepares them to pursue their interest in careers within the financial services sector, specifically working in the areas of investment banking, portfolio management and investment analysis. Upon completion of the finance core and suggested investment management courses, students will have the educational requirements to sit for the Chartered Financial Analyst (CFA) Level I examination.
Quinnipiac's BS in finance program is part of the CFA Institute University Recognition Program. This status is granted to institutions whose degree program(s) incorporate at least 70 percent of the CFA Program Candidate Body of Knowledge (CBOK), which provide students with a solid grounding in the CBOK and positions them well to sit for the CFA exams. Learn more about the program.
Wealth Management and Financial Planning Focus
The purpose of offering a financial planning track is to allow students to pursue their interest in careers in wealth management, financial planning and retail investment and insurance brokerage services. Graduates also have the opportunity to work within law and accounting firms to provide clients with comprehensive financial plans and services. As part of the curriculum, students receive instruction in risk management and insurance services, investment planning, retirement and estate planning, employee benefit planning and tax planning. Upon completion of the finance core and suggested wealth management and financial planning courses, students will have the educational requirements to sit for the Certified Financial Planner (CFP) certification examination. Additionally, students may elect to sit for the FINRA Series 7, 63, and 66 licensing exams. Alternately, students who take additional required mathematics courses may elect to sit for the Financial Risk Manager (FRM) exams.
Corporate Finance Focus
Students may wish to focus in courses that prepare them for careers in the nonfinancial sector, mainly the management and operations of large and small corporations. Upon completion of the finance core and suggested 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. Alternately, students may prepare to sit for the Certified Treasury Professional (CTP) designation, which exhibits knowledge and skills needed of treasury professionals.
Minor in Finance
Earning a minor in finance requires the completion of FIN 201, Fundamentals of Financial Management, and five of the six core courses listed below:
- FIN 310, Global Investment Analysis
- FIN 320, Financial Modeling
- FIN 350, Financial Markets & Institutions
- FIN 360, Financial Statement Analysis
- FIN 380, Intermediate Corporate Finance
- FIN 485, Derivative Securities
Students may request permission to use one non-finance course to fulfill thier minor requirements.