CBB

Finance B.A.


Finance Major

The B.A. Finance major requires a minimum of 120 total hours to graduate. This total includes UNIFI/General Education requirements and the following specified major requirements, plus electives to complete the minimum of 120 hours.

Required Business Core:
Business Administration, Interdepartmental:
BUSINESS 1000Introductory Seminar for Business Professionals0
BUSINESS 2000Business Professionals in Training0
Accounting:
ACCT 2120Principles of Financial Accounting3
ACCT 2130Principles of Managerial Accounting3
Marketing:
MKTG 2110Principles of Marketing3
Management:
MGMT 2080Introduction to Information Systems3
MGMT 3100Legal and Social Environment of Business3
or ACCT 3075 Legal and Ethical Concepts for Accountants
MGMT 3154Operations Management3
MGMT 3965/5965Organizational Behavior3
MGMT 4175Strategic Management3
Finance:
FIN 3130Corporate Finance3
Economics:
ECON 1011Statistics for Business Analytics3
ECON 2090Decision Analytics3
ECON 1041Principles of Macroeconomics3
ECON 1051Principles of Microeconomics3
Mathematics:
STAT 1772Introduction to Statistical Methods3
Required Finance:
FIN 3135Intermediate Financial Management3
FIN 3160Principles of Investments3
Emphasis Requirements12
Students select one area of emphasis below
Total Hours60

Emphases:

Financial Management

Required
FIN 4145Advanced Financial Management3
Electives9
Finance:
International Financial Management
Risk Management and Insurance
Fixed Income Analysis
Real Estate Finance *
Commercial Bank Management
Financial Modeling and Analytics
Economics:
Money and Banking
Total Hours12

Investments

Required
Finance:
FIN 4065/5065Fixed Income Analysis3
FIN 4150/5150Securities Analysis3
FIN 4155/5155Options and Futures3
Electives3
Finance:
Real Estate Finance *
Financial Modeling and Analytics
Advanced Financial Management
Accounting:
Intermediate Accounting I
Total Hours12

Personal Wealth Management

Required Courses
FIN 3040Introduction to Personal Wealth Management3
FIN 4040Principles of Personal Wealth Management3
FIN 4270Applications of Personal Wealth Management3
Electives3
Advanced Financial Management
Securities Analysis
Total Hours12
*

FIN 3125 (160:141) can be used by double majors in Finance and Real Estate to satisfy the requirements of both majors. This does not apply to the Personal Wealth Management emphasis of the Finance major.

Four-Year Plan

Finance: Financial Management, B.A.

This is a sample plan of study with a suggested sequencing of classes for the major.  University electives may be applied to earn additional academic majors, minors, or certificates.  Students should regularly meet with their academic advisor to plan their specific semester schedule to include UNIFI/General Education program and/or university elective hours required.

Plan of Study Grid
Freshman
FallHour
BUSINESS 1000 Introductory Seminar for Business Professionals 0
ECON 1041 Principles of Macroeconomics 3
ENGLISH 1005 College Writing and Research 3
STAT 1772 Introduction to Statistical Methods 3
UNIFI/General Education or University Electives 6
 Hours15
Spring
ECON 1011 Statistics for Business Analytics 3
ECON 1051 Principles of Microeconomics 3
UNIFI/General Education or University Electives 9
 Hours15
Sophomore
Fall
BUSINESS 2000 Business Professionals in Training 0
ACCT 2120 Principles of Financial Accounting 3
MGMT 2080 Introduction to Information Systems 3
UNIFI/General Education or University Electives 9
 Hours15
Spring
ACCT 2130 Principles of Managerial Accounting 3
ECON 2090 Decision Analytics 3
UNIFI/General Education or University Electives 9
 Hours15
Junior
Fall
FIN 3130 Corporate Finance 3
MKTG 2110 Principles of Marketing 3
MGMT 3100 Legal and Social Environment of Business 3
UNIFI/General Education or University Electives 6
 Hours15
Spring
FIN 3135 Intermediate Financial Management 3
FIN 3160 Principles of Investments 3
MGMT 3965/5965 Organizational Behavior 3
UNIFI/General Education or University Electives 6
 Hours15
Senior
Fall
Finance Emphasis Courses 6
MGMT 3154 Operations Management 3
UNIFI/General Education or University Electives 6
 Hours15
Spring
FIN 4145 Advanced Financial Management 3
Finance Emphasis Course 3
MGMT 4175 Strategic Management 3
UNIFI/General Education or University Electives 6
 Hours15
 Total Hours120

Finance: Investments, B.A.

This is a sample plan of study with a suggested sequencing of classes for the major.  University electives may be applied to earn additional academic majors, minors, or certificates.  Students should regularly meet with their academic advisor to plan their specific semester schedule to include UNIFI/General Education program and/or university elective hours required.

Plan of Study Grid
Freshman
FallHour
BUSINESS 1000 Introductory Seminar for Business Professionals 0
ECON 1041 Principles of Macroeconomics 3
ENGLISH 1005 College Writing and Research 3
STAT 1772 Introduction to Statistical Methods 3
UNIFI/General Education or University Electives 6
 Hours15
Spring
ECON 1011 Statistics for Business Analytics 3
ECON 1051 Principles of Microeconomics 3
UNIFI/General Education or University Electives 9
 Hours15
Sophomore
Fall
BUSINESS 2000 Business Professionals in Training 0
ACCT 2120 Principles of Financial Accounting 3
MGMT 2080 Introduction to Information Systems 3
UNIFI/General Education or University Electives 9
 Hours15
Spring
ACCT 2130 Principles of Managerial Accounting 3
ECON 2090 Decision Analytics 3
UNIFI/General Education or University Electives 9
 Hours15
Junior
Fall
FIN 3130 Corporate Finance 3
MKTG 2110 Principles of Marketing 3
MGMT 3100 Legal and Social Environment of Business 3
UNIFI/General Education or University Electives 6
 Hours15
Spring
FIN 3135 Intermediate Financial Management 3
FIN 3160 Principles of Investments 3
MGMT 3965/5965 Organizational Behavior 3
UNIFI/General Education or University Electives 6
 Hours15
Senior
Fall
FIN 4155/5155 Options and Futures 3
Finance Emphasis Course 3
MGMT 3154 Operations Management 3
UNIFI/General Education or University Electives 6
 Hours15
Spring
FIN 4145 Advanced Financial Management 3
FIN 4150/5150 Securities Analysis 3
MGMT 4175 Strategic Management 3
UNIFI/General Education or University Electives 6
 Hours15
 Total Hours120

Finance: Personal Wealth Management, B.A.

This is a sample plan of study with a suggested sequencing of classes for the major.  University electives may be applied to earn additional academic majors, minors, or certificates.  Students should regularly meet with their academic advisor to plan their specific semester schedule to include UNIFI/General Education program and/or university elective hours required.

Plan of Study Grid
Freshman
FallHour
BUSINESS 1000 Introductory Seminar for Business Professionals 0
ECON 1041 Principles of Macroeconomics 3
ENGLISH 1005 College Writing and Research 3
STAT 1772 Introduction to Statistical Methods 3
UNIFI/General Education or University Electives 6
 Hours15
Spring
ECON 1011 Statistics for Business Analytics 3
ECON 1051 Principles of Microeconomics 3
UNIFI/General Education or University Electives 9
 Hours15
Sophomore
Fall
BUSINESS 2000 Business Professionals in Training 0
ACCT 2120 Principles of Financial Accounting 3
MGMT 2080 Introduction to Information Systems 3
UNIFI/General Education or University Electives 9
 Hours15
Spring
ACCT 2130 Principles of Managerial Accounting 3
ECON 2090 Decision Analytics 3
UNIFI/General Education or University Electives 9
 Hours15
Junior
Fall
FIN 3130 Corporate Finance 3
MKTG 2110 Principles of Marketing 3
MGMT 3100 Legal and Social Environment of Business 3
UNIFI/General Education or University Electives 6
 Hours15
Spring
FIN 3040 Introduction to Personal Wealth Management 3
FIN 3135 Intermediate Financial Management 3
FIN 3160 Principles of Investments 3
MGMT 3965/5965 Organizational Behavior 3
UNIFI/General Education or University Electives 3
 Hours15
Senior
Fall
FIN 4040 Principles of Personal Wealth Management 3
MGMT 3154 Operations Management 3
UNIFI/General Education or University Electives 9
 Hours15
Spring
FIN 4145 Advanced Financial Management 3
FIN 4270 Applications of Personal Wealth Management 3
MGMT 4175 Strategic Management 3
UNIFI/General Education or University Electives 6
 Hours15
 Total Hours120

Learning Outcomes

Finance, B.A.

Objective 1: Students will demonstrate disciplinary content knowledge

  • 1.1 Learners will demonstrate broad knowledge of the business disciplines
  • 1.2 Learners will demonstrate understanding of the time value of money.
  • 1.3 Learners will demonstrate understanding of risk and return.
  • 1.4 Learners will demonstrate understanding of cost of capital.

Objective 2:  Students will use quantitative skills to aid business decision making

  • 2.1 Learners will display a broad set of quantitative skills as applied to business decision making across a wide range of business disciplines
  • 2.2 Leaners will find the optimal investments using capital budgeting techniques.
  • 2.3 Learners will calculate common investment criteria and project cash flows associated with corporate project evaluation.

 Objective 3:  Students will display communication skills

  • 3.1 Learners will demonstrate strong written communication skills as required for a business major
  • 3.2 Learners will effectively deliver case analyses, both orally and in writing.

Objective 4:  Students will be able to apply critical thinking skills

  • 4.1 Learners will apply basic critical thinking skills as expected for all business majors
  • 4.2  Learners will effectively perform case analyses, which demonstrates disciplinary knowledge and application, ability to summarize quantitative analysis methods, and development of effectively constructed conclusions.

Objective 5:  Students will understand the work value expectations of contemporary organizations

  • 5.1 Learners will identify ethical components in business situations
  • 5.2 Learners will display other work values such as professional demeanor, quality of effort, dependability, attitude, and initiative    

Policies

Note: A copy of the Wilson College policies may be obtained at https://business.uni.edu/students/advising/uni-college-business-policies. Enrollment in upper division (3000/4000-level) business courses requires satisfactory completion of the Wilson College of Business admission requirements and any course prerequisites.

Finance and Real Estate majors may declare a double major, and/or major and minor within the Wilson College of Business, subject to the approval of the other Wilson College of Business departments involved. Finance and Real Estate majors minoring within the Wilson College of Business must select minors designated for business majors. Finance majors cannot minor in Finance, and Real Estate majors cannot minor in Real Estate. However, Finance majors may double major or minor in Real Estate, and Real Estate majors may double major in Finance or minor in Finance. Also, not more than one emphasis area may be declared in Finance.

All students majoring in business must complete 50% of their major coursework in the Wilson College of Business at UNI. Major coursework would include any undergraduate, credit-bearing, graded course taught in the Wilson College of Business at UNI. Business courses taken at UNI as credit/no credit do not qualify. A minimum of 10 credits must be upper division (3000-4000 level courses). A student must earn a 2.20 cumulative grade point average at UNI; and must earn an overall 2.20 grade point average in business designated courses taken at UNI.

The Wilson College of Business limits the number of courses that can be counted towards major specific requirements across the College. The College will allow students to double count one major specific course between majors, with the following exceptions. These exceptions include major combinations which allow two double-counted courses: 

  • MIS/Business Analytics 
  • Real Estate/Finance: Financial Management or Investments
  • Business Analytics/Economics: Business Economics

This guideline is not applicable to the business core. There are no limitations to the number of courses that can be double-counted towards minors and/or certificates within the College.

The Finance Department may impose additional admission requirements for students wishing to declare a minor or a second Wilson College of Business major. Eligibility to declare a minor or a second Wilson College of Business major is based on competitive GPA and space availability.