Wilkes University

Bachelor of Science in Financial Investments

Financial Investment Data Chart

With the ever-changing landscape of the investments industry, professionals who can analyze financial data to make sound fiscal decisions are in high demand.

With a dizzying array of financial products available in today’s modern investment landscape, knowledgeable financial investment professionals are needed to help clients navigate risk to secure their portfolios. Wilkes University’s bachelor of science degree in financial investments gives you an edge over generalized finance degrees by allowing you to:

  • gain more in-depth knowledge with a highly-focused finance curriculum;
  • access our state-of-the-art Bloomberg Finance Lab, with 12 dedicated terminals and a real-time stock market quotes for making informed decisions about investments;
  • enjoy one-on-one mentoring with professors, not teaching assistants, who give each student the nurturing support they need to be successful;
  • access resources in the Allan P. Kirby Center for Free Enterprise and Entrepreneurship, Kirby Enterprise Center business incubator, the Wilkes University Small Business Development Center, and the Family Business Alliance;
  • apply classroom learning to real-world businesses in northeastern Pennsylvania.

According to the U.S. Bureau of Labor Statistics, the need for professionals in the financial sector will grow by 15 percent over the next 10 years, which is more than double the average of other professions. In 2017, the median pay for financial investment professionals with a bachelor’s degree was $90,640, double the national average. In 2017, Financial Director was 10th out of 100 in the Best Jobs in America ranking by CNN Money.

Jobs in the financial investments field include:

  • Financial advisor (wealth management)
  • Financial analyst
  • Financial services sales
  • Quantitative analyst
  • Director of financial planning
  • Senior business analyst

Graduates of the Financial Investments program will be able to:

  • demonstrate knowledge of investment theory;
  • solve problems using their acquired knowledge of investment theory and appropriate application of investment valuation skills;
  • explain the trade-off between risk and returns, and to explain methods of measuring and managing risk;
  • use financial models, including those for optimal portfolios and the estimation of expected returns;
  • understand the regulatory and professional standards and pronouncements relevant to their degree program and be able to apply that authoritative guidance appropriately in specific contexts;
  • communicate professionally.

At Wilkes University’s Sidhu School of Business and Leadership, all students follow a comprehensive curriculum that includes:

  • arts, sciences, mathematics and humanities courses;
  • classes that feature basic foundational knowledge of business management principles;
  • required specialized core business classes for all Sidhu students;
  • a full 31 credits of finance-specific courses;
  • a three-credit internship with a finance-based company;
  • completion of personal and professional development series to help you recognize and use your unique strengths and skills to prepare for a meaningful and rewarding career and life.

Recent students have interned with:

  • Ameriprise Financial
  • Massachusetts Mutual Life Insurance Company
  • GUARD Insurance Group
  • Morgan Stanley
  • Stifel Financial Corp.

The Sidhu School of Business and Leadership is housed in the beautiful 80,000-square-foot University Center on Main. The facility includes a financial market trading room with an electronic stock ticker, seven smart classrooms, faculty offices, meeting rooms for students, and student club spaces that allow for collaboration on projects. 

The Cardell Financial Center connects students to the finance world with state-of-the-art technology that provides real-time data and news. Located on the first floor of  UCOM, the center features 12 Bloomberg trading terminals, four personal computers, a projector, and two LCD monitors. The adjacent Ted Engel Room provides printing services for students.

Finance majors can earn Bloomberg Market Concepts certification and also complete financial analyses for classes such as FIN 343 Investments and Portfolio Management, FIN 219 Financial Analysis, and FIN 319 Financial Derivatives. The Finance Club uses center resources to manage its investment portfolio and to participate in finance-related competitions such as the CQA Investment Challenge and the Community Bank Case Study Competition. Other business students benefit from the center’s numerous resources as well. The prestigious CQA Institute Advanced Investment Management course, an annual two-week boot camp hosted by Wilkes University, conducts classes and training in the Cardell Center for college students from across the country. 

The Accreditation Council for Business Schools and Programs (ACBSP) is a U.S. organization offering accreditation services to business programs focused on teaching and learning. The Bachelor of Science program in Financial Investments of the Jay S. Sidhu School of Business and Leadership is a new degree program and has not yet successfully produced graduates. Since new programs must be in effect for at least two years and have graduates before accreditation will be granted by ACBSP, a formal review will take place during the next Self-Study.