Financial Analysis Track
Finance is the study of financial markets, institutions, the valuation of assets, and the allocation of assets to achieve desired financial goals.
Leadership by Example
The Cook School is a Charterted Financial Analyst program partner and offers a financial analysis track for those wanting to pursue CFA certification after graduation.
B.S. in Business Administration - Financial Anlysis Track
The Financial Analysis (FA) track within the Finance concentration consists of a prescribed set of six (6) finance and two (2) accounting courses along with two (2) electives. The purpose of the track is to prepare students to pass the CFA exam.
For full course descriptions, please click here.
|FIN 333||Fixed Income Securities & Markets||FIN 301 with a grade of B- or higher|
|FIN 363||Equity Securities & Markets||FIN 301 with a grade of B- or higher|
|FIN 423||Financial Management||FIN 333, FIN 363, or permission of the department chair|
|FIN 433||Financial Analysis & Modeling||FIN 333, FIN 363, & FIN 423|
|FIN 463 or FIN 453||Applied Portfolio Management or Advanced Financial Management||FIN 333, FIN 363, and permission of instructor / FIN 423 additional prereq for FIN 453|
|FIN 465||Derivative Securities & Markets||FIN 333, FIN 363, or permission of the department chair|
|ACT 311||Financial Reporting I||ACCT 220 with a grade of C or higher|
|ACT 411||Financial Reporting II||ACCT 311 with a grade of C or higher|
Six hours from the following courses (3 credit hours each):
|FIN 316||Real Estate||Co-req: FIN 333 & FIN 363|
|FIN 425||International Financial Management||Co-req: FIN 333 & FIN 363 or permission of the department chair|
|FIN 453||Advanced Financial Management||FIN 333, FIN 363, & FIN 423|
|FIN 473||Financial Markets and Institutions||Co-req: FIN 333 & FIN 363|
|FIN 481||Financial Analysis Internship||FIN 333, FIN 363, permission of the department chair, junior or senior standing, & completion of 12 hours of accounting with at least 6 hours at the 300 level|
|ACCT 430||Federal Income Tax I||ACCT 311 with a grade of C or higher|
|ACCT 611||Financial Reporting III||ACCT 411 with a grade of C or higher & senior standing with a cumulative GPA of at least 3.0|
|ACCT 619||Financial Statement Analysis||ACCT 411 with a grade of C or higher & senior standing with a cumulative GPA of at least 3.0|
Recommended Sequence of Courses
|Junior Year: First Semester||FIN 301 & ACCT 311|
|Junior Year: Second Semester||FIN 333, FIN 363, & ACCT 411|
|Senior Year: First Semester||FIN 423, FIN 463, & FA elective|
|Senior Year: Second Semester||FIN 433, FIN 465, or FIN 453 & FA elective|