Finance, BSBA

• Overview
• Degree Requirements
• Concentrations
• Learning Goals and Objectives

Overview

The BSBA in Finance requires completion of a minimum of 21 credit hours in finance. A cumulative grade point average of at least 2.0 in the Finance major and a cumulative grade point average of 2.0 overall must be maintained to graduate. Students may choose to specialize in one of five (5) concentration areas: Investments, Corporate Finance, Financial Institutions, FinTech or Financial Planning.

Choosing a concentration is optional.

Degree Requirements

Students can earn a bachelor of science in business administration with this major. See the requirements for the Bachelor of Science in Business Administration degree.

Required Courses (4 courses, 12 credits)

FIN-311	Intermediate Finance	3
FIN-315	Principles of Investments	3
FIN-417	Multinational Financial Management	3
FIN-419	Problems of Managerial Finance	3

Elective Courses (3 courses, 9 credits)

Choose three (3) from the following:

FIN-313	General Insurance	3
FIN-317	Real Estate Finance	3
FIN-319	Money and Capital Markets	3
FIN-330	Introduction to FinTech	3
FIN-H330	Honors Introduction to FinTech	3
FIN-401	Practical Financial Planning	3
FIN-408	Fixed Income Securities Analysis	3
FIN-409	Securities Analysis	3
FIN-410	Analysis of Financial Statements	3
FIN-411	Futures and Options	3
FIN-413	Investment Analysis and Portfolio Management	3
FIN-415	Capital Budgeting	3
FIN-422	Estate Planning	3
FIN-423	Retirement Planning	3
FIN-424	Retirement & Estate Planning	3
FIN-430	Advanced FinTech Modeling	3
FIN-432	Risk Management and Financial Institutions	3
FIN-H435
FIN-H445	Honors Quantitative Analysis and Trading of Financial Instruments	3
FIN-450	Mutual Funds	3
FIN-475	Case Studies in Financial Planning	3
FIN-510	Independent Study in Finance	1
FIN-530	Experiential Financial Analysis	3
FIN-540	Finance Internship Independent Study	3

Required Experiential Component

Finance majors must complete 160 hours of pre-professional finance experience prior to graduating. Experience may be acquired through an internship, part- or full-time employment, or cooperative education. Students must be approved to register for the FIN-560 Finance Practicum requirement, during or immediately prior to the semester in which they complete the required 160 hours. The experiential component carries no academic credit, nor requires any tuition, and will be graded pass/fail. Approval of this experience must be obtained from the Finance Department.

FIN-530	Experiential Financial Analysis	3
FIN-540	Finance Internship Independent Study	3
FIN-560	Finance Practicum	0

Concentrations

Finance majors may choose to specialize in one of five (5) areas. All majors complete the four (4) required core courses (FIN-311, FIN-315, FIN-417 and FIN-419) as well as the required Finance Practicum, FIN-560. In addition to these requirements, Finance majors who choose to specialize with a concentration follow the instructions for their area of interest below.

Investments (3 courses, 9 credits)

Required Courses:

FIN-411	Futures and Options	3
FIN-413	Investment Analysis and Portfolio Management	3

Choose one (1):

FIN-317	Real Estate Finance	3
FIN-319	Money and Capital Markets	3
FIN-330	Introduction to FinTech	3
FIN-H330	Honors Introduction to FinTech	3
FIN-408	Fixed Income Securities Analysis	3
FIN-409	Securities Analysis	3
FIN-410	Analysis of Financial Statements	3
FIN-430	Advanced FinTech Modeling	3
FIN-450	Mutual Funds	3
FIN-H445	Honors Quantitative Analysis and Trading of Financial Instruments	3

Corporate Finance (3 courses, 9 credits)

Required Courses:

FIN-410	Analysis of Financial Statements	3
FIN-415	Capital Budgeting	3

Choose one (1):

FIN-317	Real Estate Finance	3
FIN-330	Introduction to FinTech	3
FIN-H330	Honors Introduction to FinTech	3
FIN-411	Futures and Options	3
FIN-430	Advanced FinTech Modeling	3

Financial Institutions (3 courses, 9 credits)

Required Courses:

FIN-319	Money and Capital Markets	3
FIN-432	Risk Management and Financial Institutions	3

Choose one (1):

FIN-313	General Insurance	3
FIN-330	Introduction to FinTech	3
FIN-H330	Honors Introduction to FinTech	3
FIN-430	Advanced FinTech Modeling	3
FIN-450	Mutual Funds	3

FinTech (3 courses, 9 credits)

ISOM-231	Automatic for the People: Turn Data Into Insight/W R~python	3
FIN-330	Introduction to FinTech	3
FIN-430	Advanced FinTech Modeling	3

Choose one (1):

FIN-530	Experiential Financial Analysis	3
FIN-540	Finance Internship Independent Study	3

Financial Planning (5 courses, 15 credits)

Financial Planning (FP) offers a valuable opportunity for students to pursue a career in financial planning. Financial planners analyze and provide advice on all areas of a person’s financial life: investment management, retirement planning, estate planning, income tax management and insurance. In most cases, financial planners’ analyses and recommendations are provided to clients in a written financial plan. The planner may then coordinate the implementation of the plan and periodically review it to account for changes in the client’s life and current economic conditions.

Finance majors who choose to specialize in Financial Planning complete all five (5) of the following requirements:

ACCT-320	Federal Taxation	3
FIN-313	General Insurance	3
FIN-401	Practical Financial Planning	3
FIN-424	Retirement & Estate Planning	3
FIN-475	Case Studies in Financial Planning	3

This program was approved by the Certified Financial Planner (CFP) Board. Upon completion of the program, students are entitled to take the CFP exam administered by the CFP Board, which is an integral part of the prestigious CFP certification process.

More information about the CFP exam is available.

Learning Goals and Objectives

Learning goals and objectives reflect the educational outcomes achieved by students through the completion of this program. These transferable skills prepare Suffolk students for success in the workplace, in graduate school, and in their local and global communities.

Learning Goals	Learning Objectives
Students will…	Upon completion of the program, each student should be able to...
Understand ethical aspects of decision making in a finance context.	- Understand basic structure of ethical arguments (Utilitarian, Economic, Legal, Kantian) and the relation to financial decisions. - Identify conflicts of interests and pressures that could lead to unethical financial conduct. - Understand what kinds of questions are helpful to ask oneself when confronting a financial ethical dilemma. - Understand that what is legal may not always be ethical and that what is ethical may sometimes not be legal. - Appreciate that ethical norms vary across different countries and cultures. - Demonstrate overall awareness of ethical issues as they relate to business practices.
Demonstrate global awareness of financial issues.	- Articulate fundamental challenges in global business or investment. - Understand the difference in approach to purely domestic vs. global business or investment. - Incorporate risk analysis into global business or investment decisions. - Understand the expected consequences of the suggested solution in a global environment. - Demonstrate overall global competency.
Exhibit an ability to apply finance concepts to financial management problems.	- Identify the current problem. - Correctly determine the necessary technical skills for problem-solving. - Correctly perform the technical skills in problem-solving. - Understand how to interpret the results. - Demonstrate overall technical efficiency in problem solving.