Wilkes University

Finance

Finance Major

Coordinator: Ms. Ruth Hughes

Total minimum number of credits required for a Major in Finance leading to the Bachelor of Business Administration degree — 122.
Total minimum number of credits required for a minor in Finance — 18.

The Finance Major at Wilkes is constructed upon the Sidhu School’s common foundation courses and the General Education requirements of the University. Finance Majors begin their studies with FIN 240. Subsequent courses cover other topics such as investment management, long-term strategic financial planning, risk management and insurance, and money and banking.

The most common career path for graduates in this major is in the financial division of a multiline business that may move up the corporate ladder to the CFO position. Other paths are to be found in the banking, insurance, and securities industries. For those considering an academic career, the major may lead to an MBA and/or doctoral program. Finally, a Finance Major has the flexibility to choose a skill path that emphasizes such areas marketing, quantitative analysis or systems design.

Requirements for the Finance Major (27 credits total) Credits

Each student with a major in Finance must complete the following 15 credits:

FIN-230 – Money and Banking

3

FIN-341 – Managerial Finance

3

FIN-343 – Investments and Portfolio Management

3

FIN-345 – Long-Range Financial Planning

3

MGT-257 – Management Information Systems

3

Each student with a major in Finance must complete 12 of the following credits:

ACC-201 – Intermediate Accounting I

3

ACC-202 – Intermediate Accounting II

3

ACC-321 – Taxes

3

ACC-322 – Advanced Taxes

3

[[BA 336]] – Advanced Topics in Business Law

3

ENT-342 – Entrepreneurial Finance

3

ENT-384 – Small Business Consultancy

3

FIN-319 – Financial Derivatives

3

FIN-342 – Property and Life Insurance

3

FIN-358 – International Finance

3

FIN 198/298/398 – Topics

3

Finance Major- Required Courses and Recommended Course Sequence

First Semester Credits

BA-151 Integrated Management Experience I

3

CS-115 Computers and Applications

3

ENG-101 Composition

4

FYF-101 First-Year Foundations

3

EC-101 Principles of Economics

3

PPD-101 Personal and Professional Development I

1

 

17

Second Semester

BA-152 Integrated Management Experience II

3

COM-101 Fundamentals of Public Speaking

3

MTH-101 Solving Problems Using Math

3

EC-102 Principles of Economics II

3

ENG-120 Reading Classical Traditions

3

 

15

Third Semester

ACC-161 Financial Accounting & Decision Making

3

MGT 251 Management of Organizations & People

3

FIN-240 Introduction to Finance

3

Social Science Distribution Requirement (Area III)

3

HST-101 Historical Foundations of the Modern World

3

PPD-201 Personal and Professional Development III

1

 

16

Fourth Semester

ACC-162 Managerial Accounting & Decision Making

3

MGT-257 Management Information Systems

3

FIN-230 Money and Banking

3

MKT-221 Marketing

3

 Arts Distribution Requirement (Area IV)

3

 

15

Fifth Semester

Humanities Distribution Requirement (Area I)

3

Science Distribution Requirement (Area II)

3

BA-335 Law and Business

3

BA-319 Business Statistics

3

FIN Major Elective

3

PPD-301 Personal and Professional Development V

1

 

16

Sixth Semester

FIN-341 Managerial Finance

3

FIN-345 Long Range Financial Planning

3

MGT 354 Organizational Behavior

3

FIN Major Elective

3

Free Elective

3

 

15

Seventh Semester

MGT-358 International Business

3

FIN 343 Investments & Portfolio Management

3

FIN Major Elective

3

Science Distribution Requirement (Area II)

3

Free Elective

3

PPD-401 Personal and Professional Development VII

1

 

16

Eighth Semester

BA-461 Business Strategy and Decision Making

3

BA-462 Professional Business Experience

3

Major Elective

3

Free Elective

3

 

12

Finance Minor

Total number of credits required for a minor in Finance - 18

For majors in other disciplines, The Jay S. Sidhu School of Business and Leadership offers an 18 credit minor in Finance. Courses required to complete the Finance minor are:

Requirements for the Finance Minor Credits

ACC-161 – Financial Accounting & Decision Making

3

FIN-240 – Introduction to Finance

3

FIN-341 – Managerial Finance

3

plus 9 credits of FIN courses

9

Finance

FIN-219. Financial Analysis

Credits: 3

This course is an introductory course on the fundamentals of financial analysis techniques. It aims to help students develop analytical skills for making investment decisions. Furthermore, it focuses on less well-established techniques and knowledge that is alien to and ignored by efficient market hypothesis (EMH) or modern portfolio theory (MPT). The emphasis is on: technical analysis, Microsoft Excel tools in a financial context and Bloomberg terminals.

Pre-Requisites

FIN-230. Money & Banking

Credits: 3

A study of money, credit, and banking operations. Monetary standards, development of the American monetary and banking system. Recent developments in other financial institutions. Central banking and the Federal Reserve System, instruments of monetary control, international monetary relationships. Cross-listed with EC-230

FIN-240. Introduction to Finance

Credits: 3

This course introduces basic principles of finance including cash flow, financial ratios, time value of money, stock and bond valuation, capital structure and cost of capital.

FIN-319. Financial Derivatives

Credits: 3

Financial securities and markets are changing rapidly. This course gives students an understanding of financial derivative instruments and their applications to corporate strategy and risk management. Students learn how the finance derivatives are priced and used in risk management and trading or speculative strategies by individuals and companies. We cover options, forwards, futures, and swaps to help our students to be better prepared to enter a career in finance.

Pre-Requisites

FIN-341. Managerial Finance

Credits: 3
Terms Offered: Spring

This course provides advanced study of financial theories, decision-making models relating to: financial analysis and planning; working capital management; cash budgeting; capital asset acquisitions; capital asset financing; cost of capital; capital structuring; acquisitions; divestitures; and reorganizations.

Pre-Requisites

FIN-342. Property and Life Insurance

Credits: 3

A study of principles of life, health, property, and liability insurance applied to the needs of individuals and organizations.

Pre-Requisites

FIN-343. Investments and Portfolio Management

Credits: 3

A survey of the features and characteristics of investment instruments, the operation and regulation of security markets, the techniques of security analysis and valuation, financial intermediaries, and modern and traditional portfolio theory and management.

Pre-Requisites

FIN-345. Long-Range Financial Planning

Credits: 3

A survey of the tools and techniques currently employed by financial decision-makers when evaluating organizational performance and developing future courses of action. Emphasis will be placed upon long-range planning and capital budgeting techniques.

Pre-Requisites

FIN-358. International Finance

Credits: 3

This course will provide the conceptual framework necessary for financial decision-making in a multinational corporation (mnc). We focus on implementing analytical tools and theory through problems and analysis of real-world global decision-making. Students explore the following traditional areas of corporate finance: investments, capital budgeting, cost of capital, capital structure, evaluation and control of operations, merger and acquisition, and risk management from a global perspective.

FIN-397. Seminar

Credits: 1-3

One to three credits


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