Financial Analyst Concentration

The Financial Analyst Concentration is designed for business students to prepare them to become successful financial management/investment professionals with CFA professional designation. The program offers the academic and professional levels of education covering a significant portion of the CFA Program Candidate Body of Knowledge (CBOK). Upon completion of program requirements, students can sit for Level I Exam of the CFA Institute, the first step to become a CFA holder.

BGSU’s Finance Specialization Program is recognized as CFA Institute’s University Affiliation Program (UAP). Based on students’ progress toward the completion of program requirements, students may apply for UAP Student Scholarships which will partially subsidize fees for initial registration and CFA Level I Exam (Reference: Student Guide to UAP Student Scholarships)

Program Requirements:

The Financial Analyst Concentration requires students to complete the following one Economics course (3 credits) as part of BSBA Business Core and seven Finance courses (21 credit hours) beyond the general degree requirements for a BSBA degree:  

1. ECON 3030 (3 credits)     Intermediate Macroeconomic Theory

2. Required seven Finance Specialization courses (21 credits)

FIN 3400 (3 credits)     Financial Markets
FIN 3500 (3 credits)     Corporate Finance
FIN 4100 (3 credits)     International Financial Management
FIN 4350 (3 credits)     Investment Analysis
FIN 4360 (3 credits)     Portfolio Management
FIN 4450 (3 credits)     Financial Institutions & Risk Management
FIN 4550 (3 credits)     Financial Management with Excel Applications

NOTES:

• A grade of C or better in FIN 3000 (Business Finance) is required to take any upper 3000 and 4000-level Finance courses.
• Substitute courses must be approved by the Department.

Click here to see the Declaration Form for the Financial Analyst Concentration.  Please complete the form and deliver it to the Department of Finance (Maurer Center 240C) or e-mail it to Dr. Sung Bae at: bae@bgsu.edu.