Finance
Annie Wong, Chair
wonga@wcsu.edu
Westside Classroom Building 141, Westside Campus
(203) 837-8577
(203) 837-8955 (fax)
Judy McGee, Department Secretary
mcgeej@wcsu.edu
Westside Classroom Building 249, Westside Campus
(203) 837-8342
(203) 837-8955 (fax)
Faculty
| Annie Wong, Chair | Carol Huang | Wenguang Lin |
| Lai Van Vo | ||
Overview
The finance curriculum provides students with the theoretical background and practical skills necessary for pursuing a career in financial investments and markets or in financial management.
Finance courses offer the students an opportunity to analyze financial problems, learn the tools of financial decision-making, and utilize sound methodologies in the resolution of the problems confronting businesses, markets and nonprofit organizations today.
Students learn through lectures, case studies, data analytics, model building, and individual and team problem solving.
Mission
Consistent with the school and university missions, the finance department is committed to providing students with the theoretical background, critical thinking, and practical skills needed to successfully pursue a career in financial management, investments, financial markets and institutions, or international finance. The department is also committed to providing all business students with the statistical knowledge and computer expertise necessary to make data-based decisions across all functional areas of business. The finance program emphasizes the development of the analytical, quantitative, problem-solving, and communication skills necessary for success in the financial industry.
Learning Outcomes
A graduate of the Finance Department should be able to:
- Demonstrate knowledge of portfolio management, security valuations, financial statement analysis, and risk-return analysis
- Demonstrate knowledge of financial planning, long- and short-term financing, and the functions of financial management
- Apply basic analytical and quantitative techniques to solve complex problems and make sound financial decisions
- Fluently utilize computer-based analytical tools
- Demonstrate knowledge of domestic and international financial markets and institutions
- Effectively communicate complex problems and solutions orally and in writing to audience
Degree Programs in Finance
B.B.A in Finance
Financial Investments and Markets option
Financial Management option
B.B.A./M.B.A Accelerated Pathway
Minors
Finance: Investments option
Finance: Financial Management option
Bachelor of Business Administration in Finance (B.B.A.)
BBA Finance: Financial Investments and Markets Option
Description: The finance curriculum is designed to provide students with the theoretical background and practical skills for pursuing a career in financial investments or in financial management. Students may choose between the option of Financial Investments and Markets or the option of Financial Management.
Degree Requirements
All degrees at WCSU require 120 semester hours (SH). This includes major requirements, general education requirements, and electives. This structure provides room for minors, internships, and study abroad.
Required Courses in the Major: 55 SH.
| BBA CORE | |
| MKT 101 Orientation to Ancell | 1 SH |
| ACC 201 Financial Accounting | 3 SH |
| ACC 202 Managerial Accounting | 3 SH |
| FIN 310 Principles of Finance | 3 SH |
| MGT 250 Organizational Behavior | 3 SH |
| MGT 320 Operations Management | 3 SH |
| MKT 200 Principles of Marketing | 3 SH |
| MKT 305 Global Environment of Business (Global Diversity) | 3 SH |
| JLA 240 Commercial Law OR ACC 340 Business Law I | 3 SH |
| MGT 415 Strategic Management | 3 SH |
| FINANCE CORE | |
| FIN 300 Business Data Analytics | 3 SH |
| FIN 320 Financial Management | 3 SH |
| FIN 330 Financial Decision Models | 3 SH |
| FIN 340 Investment Analysis & Portfolio Management | 3 SH |
| FIN 360 Money, Financial Markets & Institutions | 3 SH |
| FIN 490 Cases in Managerial Finance | 3 SH |
| FINANCIAL INVESTMENTS AND MARKETS OPTION | |
| FIN 317 Fixed Income Securities | 3 SH |
| FIN 486 Financial Engineering | 3 SH |
| FIN 488 Multinational Financial Issues | 3 SH |
| MAJOR DESIGNATED GENERAL EDUCCATION COURSES | |
| COM 160 Public Speaking OR COM 161 Decision Making in Groups OR COM 163 Intro to Human Comm | 3 SH |
| ECO 211 Principles of Macroeconomics | 3 SH |
| ECO 213 Principles of Microeconomics | 3 SH |
| FIN 230 Business Statistics | 3 SH |
| MIS 260 Information Systems Concepts | 3 SH |
| Minimum GPA for the BBA in Finance = 2.0. | |
General Education: All students must complete the General Education curriculum. The WCSU General Education curriculum invites students to encounter a broad range of topics and skills in the liberal arts and sciences. The system requires students to successfully complete a minimum of 40 semester hours split across eleven learning areas. Generally, students can satisfy the requirements for a given learning area with any course they choose within that area; some programs of study may require specific Major Designated General Education Courses; if so, they will be listed with the program requirements. Additionally, the Racial Justice and Global Diversity requirements may be completed with courses which are part of the program requirements. For a complete description of the General Education program, follow this link: https://catalogs.wcsu.edu/ugrad/academic-programs-degrees/
Electives: All degrees require 120 semester hours. Elective credits are opportunities for minors, internships, study abroad, and just following general interests. We encourage all students to speak with their advisors about great opportunities for their elective courses.
Sample Four Year Plan: BBA Finance-Financial Investments & Markets:
Four-year plans are suggestions. Plans change. Consult your advisor to adjust your plan.
| Semester 1 | SH | Semester 2 | SH |
| MKT 101 Orientation to Ancell | 1 | COMP 101 Intro to Comp/Rhetoric | 3 |
| MIS 260 Information System Concepts | 3 | Gen Ed: Personal Wellness | 2 |
| COM 160 Public Speaking OR COM 161 Decision Making in Groups OR COM 163 Intro to Human Comm. | 3 | Gen Ed: Natural Sciences & Technology | 4 |
| Gen Ed: Arts | 3 | Gen Ed: Humanities | 3 |
| Gen Ed: First Year Experience | 1 | Gen Ed: Arts or Humanities | 3 |
| Elective | 3 | ||
| Semester 3 | SH | Semester 4 | SH |
| ACC 201 Financial Accounting | 3 | ACC 202 Managerial Accounting | 3 |
| Gen Ed: Writing & Information Literacy | 3 | MGT 250 Organizational Behavior | 3 |
| MKT 200 Principles of Marketing | 3 | FIN 230 Business Statistics | 3 |
| Gen Ed: Social & Behavioral Sciences | 3 | ECO 211 Principles of Macroeconomics | 3 |
| JLA 240 Commercial Law OR ACC 340 Business Law I | 3 | Elective | 3 |
| Semester 5 | Semester 6 | ||
| FIN 310 Principles of Finance | 3 | FIN 340 Inv. Analysis & Portfolio Mgt. | 3 |
| MGT 320 Operations Management | 3 | FIN 317 Fixed Income Securities | 3 |
| FIN 300 Business Data Analytics | 3 | FIN 320 Financial Management | 3 |
| ECO 213 Principles of Microeconomics | 3 | Elective | 3 |
| Elective | 3 | Elective | 3 |
| Semester 7 | Semester 8 | ||
| FIN 330 Financial Decision Models | 3 | FIN 490 Cases in Managerial Finance | 3 |
| MGT 415 Strategic Mgt. | 3 | FIN 488 Multinational Financial Issues | 3 |
| FIN 360 Money, Financial Markets & Institutions | 3 | MKT 305 Global Environment of Business (Global Diversity) | 3 |
| FIN 486 Financial Engineering | 3 | Elective | 3 |
| Elective | 3 | Elective | 4 |
| Total Credits Required for the BBA in Finance = 120; Minimum GPA 2.0. | |||
Disclaimer: Four-year plans are suggestions only. They may vary among students. Consult your advisor to adjust your plans accordingly. The Department reserves the right to modify the plans when needed.
BBA Finance: Financial Management Option
Description: The finance curriculum is designed to provide students with the theoretical background and practical skills for pursuing a career in financial investments or in financial management. Students may choose between the option of Financial Investments and Markets or the option of Financial Management.
Degree Requirements All degrees at WCSU require 120 semester hours (SH). This includes major requirements, general education requirements, and electives. This structure provides room for minors, internships, and study abroad.
Required Courses in the Major: 55 SH.
| BBA CORE | |
| MKT 101 Orientation to Ancell | 1 SH |
| ACC 201 Financial Accounting | 3 SH |
| ACC 202 Managerial Accounting | 3 SH |
| FIN 310 Principles of Finance | 3 SH |
| MGT 250 Organizational Behavior | 3 SH |
| MGT 320 Operations Management | 3 SH |
| MKT 200 Principles of Marketing | 3 SH |
| MKT 305 Global Environment of Business (Global Diversity) | 3 SH |
| JLA 240 Commercial Law OR ACC 340 Business Law I | 3 SH |
| MGT 415 Strategic Management | 3 SH |
| FINANCE CORE | |
| FIN 300 Business Data Analytics | 3 SH |
| FIN 320 Financial Management | 3 SH |
| FIN 330 Financial Decision Models | 3 SH |
| FIN 340 Investment Analysis & Portfolio Management | 3 SH |
| FIN 360 Money, Financial Markets & Institutions | 3 SH |
| FIN 490 Cases in Managerial Finance | 3 SH |
| FINANCIAL MANAGEMENT OPTION | |
| ACC 301 Intermediate Financial Acc. I | 3 SH |
| ACC 302 Intermediate Financial Acc. II | 3 SH |
| ACC 300- OR 400-level course | 3 SH |
| MAJOR DESIGNATED GENERAL EDUCATION COURSES | |
| COM 160 Public Speaking OR COM 161 Decision Making in Groups OR COM 163 Intro to Human Comm | 3 SH |
| ECO 211 Principles of Macroeconomics | 3 SH |
| ECO 213 Principles of Microeconomics | 3 SH |
| FIN 230 Business Statistics | 3 SH |
| MIS 260 Information Systems Concepts | 3 SH |
| Minimum GPA for the BBA in Finance = 2.0. | |
General Education: All students must complete the General Education curriculum. The WCSU General Education curriculum invites students to encounter a broad range of topics and skills in the liberal arts and sciences. The system requires students to successfully complete a minimum of 40 semester hours split across eleven learning areas. Generally, students can satisfy the requirements for a given learning area with any course they choose within that area; some programs of study may require specific Major Designated General Education Courses; if so, they will be listed with the program requirements. Additionally, the Racial Justice and Global Diversity requirements may be completed with courses which are part of the program requirements. For a complete description of the General Education program, follow this link: https://catalogs.wcsu.edu/ugrad/academic-programs-degrees/
Electives: All degrees require 120 semester hours. Elective credits are opportunities for minors, internships, study abroad, and just following general interests. We encourage all students to speak with their advisors about great opportunities for their elective courses.
Sample Four Year Plan: BBA Finance-Financial Management:
Four-year plans are suggestions. Plans change. Consult your advisor to adjust your plan.
| Semester 1 | SH | Semester 2 | SH |
| MKT 101 Orientation to Ancell | 1 | COMP 101 Intro to Comp/Rhetoric | 3 |
| MIS 260 Info. Sys. Concepts | 3 | Gen Ed: Personal Wellness | 2 |
| COM 160 Public Speaking OR COM 161 Decision Making in Groups OR COM 163 Intro to Human Comm. | 3 | Gen Ed: Humanities | 3 |
| Gen Ed: Arts | 3 | Gen Ed: Arts or Humanities | 3 |
| Gen Ed: First Year Experience | 1 | Gen Ed: Natural Sciences & Technology | 4 |
| Elective | 3 | ||
| Semester 3 | SH | Semester 4 | SH |
| ACC 201 Financial Accounting | 3 | ACC 202 Managerial Accounting | 3 |
| Gen Ed: Writing & Information Literacy | 3 | MGT 250 Organizational Behavior | 3 |
| MKT 200 Principles of Marketing | 3 | FIN 230 Business Statistics | 3 |
| Gen Ed: Social & Behavioral Sciences | 3 | ECO 211 Macroeconomics | 3 |
| JLA 240 Commercial Law OR ACC 340 Business Law I | 3 | Elective | 3 |
| Semester 5 | SH | Semester 6 | SH |
| FIN 310 Principles of Finance | 3 | FIN 340 Inv. Analysis & Portfolio Mgt. | 3 |
| ACC 301 Intermediate Financial Accounting I | 3 | ACC 302 Intermediate Financial Accounting II | 3 |
| MGT 320 Operations Management | 3 | FIN 320 Financial Management | 3 |
| ECO 213 Principles of Microeconomics | 3 | FIN 300 Business Data Analytics | 3 |
| Elective | 3 | Elective | 3 |
| Semester 7 | SH | Semester 8 | SH |
| FIN 330 Financial Decision Models | 3 | FIN 490 Cases in Managerial Finance | 3 |
| MGT 415 Strategic Management | 3 | MKT 305 Global Environment of Business (Global Diversity) | 3 |
| FIN 360 Money, Financial Markets & Institutions | 3 | ACC 300 – OR 400- level course | 3 |
| Elective | 3 | Elective | 3 |
| Elective | 3 | Elective | 4 |
| Total Credits Required for the BBA in Finance = 120; Minimum GPA 2.0. | |||
Disclaimer: Four-year plans are suggestions only. They may vary among students. Consult your advisor to adjust your plans accordingly. The Department reserves the right to modify the plans when needed.
Course Restrictions
For a complete list of prerequisites, corequisites and other restrictions for all courses, please consult the Course Description section of this catalog.
BBA/MBA Accelerated Pathway Option (12 Credits)
Students currently enrolled in a WCSU Bachelor of Business Administration (BBA) program who have completed at least 90 credits and have a minimum GPA of 3.0 may be eligible for an accelerated pathway to earn dual credit toward both their undergraduate degree and a future graduate degree.
Students pursuing the Accelerated BBA/MBA option will follow the standard 4-year plan for their major, except during semesters 7 and 8. In these semesters, they will substitute 6 elective credits each term with MBA coursework: ACC 507, MGT 530, MIS 516, and MKT 534.
To register for MBA courses in year 4, students must apply to the MBA program and receive conditional acceptance.
Minor in Finance
Admission to the minor requires completion of at least 45 semester hours with a GPA of 2.0. Successful completion of the minor requires the student to take 18 semester hours and to maintain a 2.0 GPA in all finance courses. Please see your advisor to review all program requirements.
There are two tracks in the Finance minor:
Track 1: Investments (18 SH)
Required Courses (15 SH):
FIN 300 Business Data Analytics
FIN 310 Principles of Finance
FIN 320 Financial Management
FIN 330 Financial Decision Models
FIN 340 Investment Analysis and Portfolio Management
And 1 (one) approved elective from the list below (3 SH):
FIN 317 Fixed Income Securities
FIN 486 Financial Engineering
Track 2: Financial Management (18 SH)
Required Courses (15 SH):
FIN 310 Principles of Finance
FIN 320 Financial Management
FIN 330 Financial Decision Models
FIN 340 Investment Analysis and Portfolio Management
ACC 301 Intermediate Financial Accounting I
And 1 (one) approved elective from the list below (3 SH)
ACC 302 Intermediate Financial Accounting II
ACC 361 Cost Accounting
ACC 406 Accounting Information Systems
The department reserves the right to approve alternative requirements on a case–by–case basis after advisement from a finance faculty member and approval by the department chair. Students receiving a B.B.A. degree must attain a GPA of 2.0 or better.