Finance, BSM
Degree: Bachelor of Science in Management (BSM)
Major: Finance
Program Overview
As a finance major, you will add to the core foundation provided by the BSM in Finance with the necessary knowledge to be prepared for careers in banking, financial management, consulting and other fields. The finance major provides advanced skills and knowledge for financial analysis and decision making, including:
- Understanding of global financial markets and valuation
- Theory and practice of financial modeling
- Advanced quantitative skills and application of financial analytics
For more information, review the Weatherhead School of Management finance program website or contact the Finance Academic Representative.
Learning Outcomes
- Students are competent analysts.
- Students are effective at quantitative reasoning.
- Students are effective communicators.
- As team members, students exhibit traits essential for high performing teams.
- Students are experienced in applying business knowledge and skills.
Undergraduate Policies
For undergraduate policies and procedures, please review the Undergraduate Academics section of the General Bulletin.
Combined Bachelor's/Master's Programs
Undergraduate students may participate in accelerated programs toward graduate or professional degrees. For more information and details of the policies and procedures related to accelerated studies, please visit the Undergraduate Academics section of the General Bulletin.
Program Requirements
Students seeking to complete this major and degree program must meet the general requirements for bachelor's degrees and the Unified General Education Requirements. Students completing this program as a secondary major while completing another undergraduate degree program do not need to satisfy the school-specific requirements associated with this major.
Students with questions about Weatherhead's majors, secondary majors or minors should consult a Weatherhead academic advisor.
BSM Degree Requirements
The BS in Management requires a minimum total of 122 credit hours. The remaining credit hours to reach a minimum total of 122 may be fulfilled by courses taken for Unified General Education Requirements, secondary majors, and/or minors or by an assortment of classes. These may be Weatherhead or non-Weatherhead courses.
| Code | Title | Credit Hours |
|---|---|---|
| Computational and Mathematical Sciences Requirements: | ||
| MATH 125 | Math and Calculus Applications for Life, Managerial, and Social Sci I a | 4 |
| or MATH 121 | Calculus for Science and Engineering I | |
| Choose one of the following: | 3-4 | |
| Introduction to Programming for Business Applications | ||
| Programming in Java | ||
| Elementary Computer Programming | ||
| Calculus for Science and Engineering II | ||
| Math and Calculus Applications for Life, Managerial, and Social Sci II | ||
| Principles Requirements: | ||
| ACCT 100 | Foundations of Accounting I b | 3 |
| ACCT 200 | Foundations of Accounting II | 3 |
| ECON 102 | Principles of Microeconomics | 3 |
| ECON 103 | Principles of Macroeconomics | 3 |
| OPRE 207 | Statistics for Business and Management Science I a | 3 |
| Core Requirements: | ||
| BAFI 355 | Corporate Finance | 3 |
| MGMT 201 | Contemporary Business and Communication | 3 |
| MGMT 395 | Seminar c | 3 |
| MIDS 301 | Introduction to Information: A Systems and Design Approach | 3 |
| MKMR 201 | Marketing Management | 3 |
| OPRE 301 | Operations Research and Supply Chain Management a | 3 |
| ORBH 250 | Leading People: The Practice, Theory, and Reality of Leadership (LEAD I) | 3 |
| ORBH 251 | Leading Organizations (LEAD II) | 3 |
| PLCY 399 | Business Policy | 3 |
| Total Credit Hours | 49-50 | |
Major Requirements
| Code | Title | Credit Hours |
|---|---|---|
| Required Courses: | ||
| BAFI 356 | Investments | 3 |
| BAFI 357 | Financial Modeling | 3 |
| BAFI 361 | Empirical Analysis in Finance | 3 |
| Electives d, e | 9 | |
| Choose three of the following: | ||
| Applying Artificial Intelligence and Blockchain in Business and Finance | ||
| Money and Banking | ||
or ECON 341 | Money and Banking | |
| Financial Data Science: Data Analytics & Machine Learning Fundamentals | ||
| Intermediate Corporate Finance | ||
| Cases in Finance | ||
| Real Estate Finance | ||
| Options and Other Derivatives | ||
BAFI or FNCE 400-level course e | ||
| Total Credit Hours | 18 | |
- a
Counts as a STEM Area Breadth Course for the Unified General Education Requirement.
- b
Satisfies the Quantitative Reasoning requirement for the Unified General Education Requirement.
- c
Students must complete three 1 credit hour MGMT 395 offerings each of a different topic.
- d
No elective course used to fulfill the Finance major requirements may also be used to satisfy the requirements for a Fintech Minor.
- e
One of the three electives can be a BAFI or FNCE 400-level course selected in consultation with the Finance Academic Representative.
Secondary Major in Finance
A secondary major in Finance requires completion of the 37 credit hours listed below and any prerequisites. Students seeking to complete a secondary major in Finance should meet with a Weatherhead academic advisor as early as possible to properly plan course scheduling and sequencing (including prerequisites) and continue to consult regularly.
| Code | Title | Credit Hours |
|---|---|---|
| Foundation Requirements | ||
| ACCT 100 | Foundations of Accounting I | 3 |
| BAFI 355 | Corporate Finance | 3 |
| ECON 102 | Principles of Microeconomics | 3 |
| ECON 103 | Principles of Macroeconomics | 3 |
| MATH 125 | Math and Calculus Applications for Life, Managerial, and Social Sci I | 4 |
| or MATH 121 | Calculus for Science and Engineering I | |
| OPRE 207 | Statistics for Business and Management Science I | 3 |
| Major Requirements | ||
| BAFI 356 | Investments | 3 |
| BAFI 357 | Financial Modeling | 3 |
| BAFI 361 | Empirical Analysis in Finance | 3 |
| Electives a, b | 9 | |
| Choose three of the following: | ||
| Applying Artificial Intelligence and Blockchain in Business and Finance | ||
| Money and Banking | ||
or ECON 341 | Money and Banking | |
| Financial Data Science: Data Analytics & Machine Learning Fundamentals | ||
| Intermediate Corporate Finance | ||
| Cases in Finance | ||
| Real Estate Finance | ||
| Options and Other Derivatives | ||
BAFI or FNCE 400-level course b | ||
| Total Credit Hours | 37 | |
- a
No elective course used to fulfill the Finance major requirements may also be used to satisfy the requirements for a Fintech Minor.
- b
One of the three electives can be a BAFI or FNCE 400-level course selected in consultation with the Finance Academic Representative.
Sample Plan of Study
Finance majors are advised to take ACCT 100, ECON 102 and MGMT 201 as early as possible and to have completed BAFI 355 by the end of the second year.
Additionally, MGMT 198, MGMT 205 and ACCT 106 are also recommended for Finance majors.
| First Year | ||
|---|---|---|
| Fall | Credit Hours | |
| Academic Inquiry Seminar, Breadth, or Elective course a | 3 | |
| MGMT 198 | Experience in Business Problem Solving b | 1.5 |
| MATH 125 | Math and Calculus Applications for Life, Managerial, and Social Sci I | 4 |
| ACCT 100 | Foundations of Accounting I | 3 |
| ECON 102 | Principles of Microeconomics | 3 |
| Credit Hours | 14.5 | |
| Spring | ||
| Academic Inquiry Seminar, Breadth, or Elective course a | 3 | |
| ACCT 200 | Foundations of Accounting II | 3 |
| ECON 103 | Principles of Macroeconomics | 3 |
| MGMT 201 | Contemporary Business and Communication | 3 |
| Elective | 3 | |
| Credit Hours | 15 | |
| Second Year | ||
| Fall | ||
| OPRE 207 | Statistics for Business and Management Science I | 3 |
| BAFI 355 | Corporate Finance | 3 |
| ORBH 250 | Leading People: The Practice, Theory, and Reality of Leadership (LEAD I) | 3 |
| ACCT 106 | Spreadsheet Basics for Business and Non-Business Majors b | 1 |
| Breadth, or Elective course a | 3 | |
| Elective | 3 | |
| Credit Hours | 16 | |
| Spring | ||
| ORBH 251 | Leading Organizations (LEAD II) | 3 |
| Breadth, or Elective course a | 3 | |
| Core Requirement | 3 | |
| Major Requirement | 3 | |
| Elective | 3 | |
| Credit Hours | 15 | |
| Third Year | ||
| Fall | ||
| DESN 210 | Introduction to Programming for Business Applications | 3 |
| MGMT 395 | Seminar a | 1 |
| Core Requirement | 3 | |
| Major Requirement | 3 | |
| Elective | 3 | |
| Elective | 3 | |
| Credit Hours | 16 | |
| Spring | ||
| MGMT 395 | Seminar a | 1 |
| Breadth, or Elective course a | 3 | |
| Core Requirement c | 3 | |
| Major Requirement | 3 | |
| Major Requirement | 3 | |
| Elective | 3 | |
| Credit Hours | 16 | |
| Fourth Year | ||
| Fall | ||
| MGMT 395 | Seminar a | 1 |
| MGMT 205 | Essentials of Personal Finance b | 1.5 |
| Breadth, or Elective course a | 3 | |
| Major Requiremnt | 3 | |
| Elective | 4 | |
| Elective | 3 | |
| Credit Hours | 15.5 | |
| Spring | ||
| MGMT 398 | Action Learning | 4 |
| PLCY 399 | Business Policy | 3 |
| Major Requirement | 3 | |
| Elective | 4 | |
| Credit Hours | 14 | |
| Total Credit Hours | 122 | |
- a
- b
Not required for the major or degree but recommended as elective course options.