May 18, 2021  
2021-2022 Undergraduate & Graduate Catalog 
    
2021-2022 Undergraduate & Graduate Catalog

Finance, B.S. Investments Track


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Advisement for the major is available from the Economics and Finance  Department

Finance, B.S. Investments Track Curriculum Guide  (Suggested 4-Year Plan of Study)

Finance is broadly defined as the art and science of making decisions involving money in a variety of contexts. People study finance to learn how to allocate their scarce resources over time under conditions of uncertainty utilizing the financial system (i.e., financial markets and institutions) as well as economic organizations (i.e., corporations and governments) with the goal of wealth maximization. Not only is finance exciting and challenging, it continues to evolve at a dizzying pace. The finance major provides the student with a broad background covering the areas of corporate finance, international finance, investments and financial markets/institutions. Students in the finance major prepare for careers in corporate treasury functions and in a variety of financial services firms including commercial banks, securities firms, investment banks, money management firms, insurance companies, real estate companies, financial planners, etc., as well as graduate programs in business. Finance majors are employed by organizations of various size and focus including regional, national and multinational enterprises as well as nonprofit and government agencies.

In addition to the major in finance, for students who desire to focus in a specialization area in finance, the department offers three alternative specialization tracks: Financial Planning, Investments and Corporate Finance.

Students who decide to pursue a second major/concentration/ track must complete a minimum of 12 hours of new credits for each additional major/concentration/track.

The Investments Track focuses on an understanding of various investment options and asset allocation decisions, evaluation of various securities, assessment of appropriate risk-return tradeoffs, and construction and management of efficient portfolios.

Finance Policies & Procedures

  • A student with an intended finance major will be classified in a pre-professional track until the student has applied to and been accepted in the finance B.S. major.

  • Finance majors must submit applications for admission to the Professional Program. No finance student will be allowed to remain in 300/400 level Perdue School courses if s/he has not submitted this application.

  • A GPA of 2.0 or higher in all upper-division courses is required.

  • Lower division core, upper division core, major and special requirements may be repeated only once. Students desiring to repeat an SU course to improve a grade must repeat that course at SU.

  • Track courses are to be taken at SU. A maximum of 6 credit hours of comparable courses may be approved if taken at AACSB (Association to Advance Collegiate Schools of Business) accredited schools.

  • For Additional Policies and Procedures: Please refer to the Department of Economics and Finance.

ABLE Requirement

The applied business learning experience (ABLE) is normally completed during the second semester of the junior year or the first semester of the senior year and can be met through an internship.

Internships are normally completed off campus at a variety of business, government or not-for-profit organizations. For an internship to satisfy the ABLE requirement, must involve the students in working with an organization in a planned, progressive-development program for a minimum of 100 hours over a 10-week period.

For additional information concerning ABLE program requirements students should see the undergraduate programs coordinator in the Perdue School of Business.

Checklist

This checklist is an unofficial tool for planning. Matriculated students and advisors should consult the Academic Requirements Report in GullNet before and after registering for classes each semester to track academic progress.

University Undergraduate Major Policies


  • Refer to the program page for this major and the Courses  section of this catalog for approved prerequisites and General Education courses.
  • Requirements may not equal 120 credit hours. Students must register for additional electives to complete 120 credits required for graduation.
  • All graduates must have a minimum of 30 credits of 300/400-level courses with C grade or above; at least 15 of those credits must be taken at SU.
  • Students must have a minimum cumulative GPA of 2.0 for graduation.
  • Students must complete at least 30 credit hours by direct classroom instruction and/or laboratory experience.
  • Students must take 30 of the last 37 credit hours at SU.
  • It is the student’s responsibility to satisfy graduation requirements. Please refer to the program page of this catalog for detailed major requirements.
  • Students must apply online for graduation by November 15 for May and by May 15 for December.

General Education Requirements


Please Note: Check Major Requirements section below for a list of General Education requirements that are fulfilled by the major.

Group I: English Composition and Literature (2 Courses)


A. C or Better in One of the Following


B. Select One Course From:


Literature course (from either ENGL or MDFL Depts.) 4 Hour(s) Credit:

  • Course:

Group II: History (2 Courses)


A. Select One Course From:


B. Select One Course From:


Group III: Humanities and Social Sciences (3 Courses)


A. Select One Course from One of the Following Seven Areas:


B. Select One Course from One of the Following Nine Areas:


C. Select One Course from Either Group IIIA or IIIB (Course must be from a different area than previously selected)


Group IV: Natural Science, Math and Computer Science (4 courses)


A. Select Courses with Laboratories from at Least Two of the Following Four Areas:


BIOL, CHEM, GEOL or Physical GEOG, PHYS 4 Hour(s) Credit:

  • Course:

  • Course:

B. Select One Course (Need Not be a Lab) from One of the Following Areas:


C. Select One Course From:


MATH 3-4 Hour(s) Credit:

  • Course:

Group V: Health Fitness (1 Course)


Perdue School Pre-Professional Core


Complete the Following:


Complete 1 of the Following:


Complete 1 of the Following:


Professional Program Admission Requirements


Complete the following for admission into the Professional Program:

  • A GPA of 2.5 or higher in the pre-professional core courses is required for admission into the Professional Program, including those courses taken at another institution. Additional students may be admitted by descending order of GPA (in pre-professional core courses) in numbers sufficient to maintain a quality student/faculty ratio. A GPA calculator is available to assist you online.

  • Students may repeat each business course one time only. If students exceed repeats, they will not be admissible to the Professional Program.

  • Students must have completed 56 total credit hours of college courses to be admitted into the Professional Program.

  • Turn in applications by December 1 for Winter or Spring admission and May 1 for Fall admission.

  • Complete at least 9 out of 11 Pre-Professional Courses (26 credits):

Upper Division/Professional Core (6 Courses)


* FINA 311  is a prerequisite to all upper division finance courses and a minimum B grade is required.

** Prerequisites to MGMT 492 .

Major Requirements


General Education Requirements Fulfilled by Major


IIIA (Humanities), IIIB (Social Science), IVB (Non Lab Science), IVC (Mathematics)

Finance-Investments Requirements (6 Courses)


Complete 1 of the Following:


Finance-Investments Elective (1 Course)


Choose 1 from the Following:


Internship Requirement (1 Course)


Choose 1 from the Following:


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