Financial Management

Sound fiscal management is the foundation of success for businesses and financial institutions across every sector and in every corner of the world. Our multi-faceted financial management program provides students with the knowledge of fundamental management tools while focusing on developing critical thinking, analytical and interpersonal skills. 

Our Program

Our major in financial management provides students with the skills and tools required to analyze an organization’s finances and ensure its long-term fiscal health. Students interested in working for themselves or in launching corporate careers in the banking, financial services, insurance and real estate industries will delve into the many core issues of capital management and gain proficiency in the language and tools of the business environment.

Our program prepares students to pursue professional certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Additional requirements may include further education, professional experience and exams. Students interested in sales of stocks, bonds, mutual funds, insurance and real estate will need to obtain the appropriate professional licenses for each specialty.

Program Spotlight: Investment Planning

Student initiative alone transformed a special topics workshop started in 2015 for just 12 students into one of our program’s most popular courses, now offered each semester: MGT320 Investment Planning.

 

Students in the course own their own Morgan Stanley account and make real stock purchases based on market and industry analysis. The equity portfolio, managed exclusively by students, has grown from an initial investment of $1,000 to a current valuation over $14,000. The portfolio currently includes shares of Amazon, Google, Microsoft, Apple, FedEx, Disney, Altaba, Netflix, Black Rock, Royal Caribbean Cruise Lines and Lululemon.

 

Our Faculty

 I have an opportunity to integrate my many years of financial management experiences with course content and share the combined results with students. The knowledge transfer is a way to fulfill a mission of sharing and helping students develop in both theory and practice as well as an awareness of the business and financial worlds in which they live and will practice professionally. 

Samuel Sacco, lecturer

 

Meet our faculty

Life After Salve

Graduates with a degree in financial management will typically enter into careers as financial managers and analysts. These professionals work in various firms and oversee their financial activates and plan for their ongoing success. 

Our graduates have pursued a wide variety of careers, including:

  • Financial consultant
  • Financial analyst
  • Program manager
  • Management consultant
  • Project coordinator
  • Valuation analyst
  • Data analyst
  • Billing administrator
  • Investment analyst
  • Financial specialist
  • Senior financial advisor
  • Bank officer
  • Senior internal auditor
  • Institutional funds administration manager
  • Regional investment consulting director
  • Financial planning and analysis director

Graduates may consider pursuing the following professional certifications and designations:

  • Chartered Financial Analyst (CFA
  • Certified Public Accountant (CPA)
  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Financial Planner (CFP)
  • Financial Risk Manager (FRM)
  • Financial Modeling Certification (FMC)

Major in Financial Management (B.S.)

21 courses | 66 credits

Business core requirements:

  • ACC101: Financial Accounting
  • ACC104: Managerial Accounting
  • APT103: Internet and Computing Core Certification or APT304: Microsoft Certified Application Specialist
  • ECN101: Introductory Macroeconomics
  • MGT120: Management and Organizational Behavior
  • MGT212: Business Communication
  • MGT270: Financial Management
  • MGT280: Principles of Marketing
  • MGT300: Ethics for Business
  • MGT403: Business Law
  • MGT490: Strategic Business Planning
  • MTH191: Applied Calculus
  • STA201: Statistical Methods

Additional required courses:

  • ACC331: Federal Income Taxes I
  • ECN102: Introductory Microeconomics
  • ECN305: Money, Banking in Financial Markets
  • ECN351: Risk Management
  • MGT214: Project Management
  • MGT320: Investment Planning
  • MGT355: Professional Selling
  • MGT491: Professional Internship in Business

Internship Experience: Nathan Gonzalez

Financial management major Nathan Gonzalez completed a 10-week summer internship with TD Ameritrade at its corporate offices. Operating under a broad-based position title of retail, support and operations intern, he shadowed executives in risk management, new client development, project management and social media.

As a member of the multi-skilled Better Way Team, which works to promote lean development and productivity improvements, Gonzalez and his teammates were challenged to develop a trust metric designed to increase communication, accountability and reliability outcomes between managers and employees, or between business partners. This initiative was deemed especially critical because of integration challenges resulting from TD Ameritrade’s recent acquisition of Scott Trade and its 500-plus investment offices.

Gonzalez also competed as part of a five-member team in a company-wide investment simulation using $500,000 in simulated funds. Using the same analytical tools that TD Ameritrade utilizes for its clients, his team finished in the top 20 across all U.S. offices.

Stimulated by his wide-ranging internship experiences and exposure to real-life business issues, senior managers and interesting outside speakers, Gonzalez plans to return to TD Ameritrade after graduation and work for the organization on a full-time basis.