Download Financial Analyst Certificate Program

Financial Analyst Certificate Program
Program Description
The Department of Finance, Insurance and Real Estate offers an undergraduate Financial
Analyst Program certifying that the student has developed the initial understanding of the
financial topics included in the CFA Program Candidate Body of Knowledge. The Chartered
Financial Analyst® (CFA) credential has become the most respected and recognized
investment designation in the world; enrolling in the Financial Analyst Certificate Program is
the first step toward earning this qualification. The CFA® Program curriculum covers
concepts and skills a student will use at all career stages, connecting academic theory with
current practice and ethical and professional standards to provide a strong foundation of
advanced investment analysis and real-world portfolio management skills.
Career opportunities
This Financial Analyst Certificate program is designed for those undergraduate students who:
wish to explore career possibilities in financial management and analysis.
wish to prepare for professional certification exams, such as the Chartered Financial
Analyst (CFA exam).
are interested in professional-position in finance
seek to strength their knowledge of business practices and theories.
Program Requirements
Students in the Department of Finance, Insurance and Real Estate in either the Banking and
Financial Services or Business Finance concentrations are required to take:
FIR 3410 - Financial Management (3)
FIR 3710 - Investments (3)
FIR 3720 - Financial Markets (3)
In addition, students wishing to receive the Financial Analyst Certificate must take:
FIR 4730 - Financial Anlys/Certification (3)
And take two of the following classes to complete the Certificate Program:
FIR 4331 – Stock Portfolio Mgmt (3)
FIR 4721 – Financial Derivative Markets (3)
FIR 4770 – Security Analysis/Port Mgmt (3)
FIR 4911 – Internship with a CFA charter holder member (3)
When an appropriate upper-division FIR class is not available, an alternative is to take FIR
4910 (Problems in Finance) under the supervision of a faculty member appointed by the
Department Chair. The classes taken under this certificate program count for major credit for
any students in the BSBA Finance major.
The Financial Analyst Undergraduate Certificate is issued by the Department of Finance,
Insurance and Real Estate and is not posted on the student’s transcript. To be issued the
Financial Analyst Certificate, a student is required to receive a minimum of an A- grade in
each of the above classes, and it is incumbent on the student to petition the Department Chair
of his or her qualifications to receive the Certificate.
Program Advisor:
Dr. Ronald W. Spahr
901.678.1747, [email protected]