Finance
Learn more about the Bachelor of Business Administration in Finance.
Oleg Rytchkov, Department Chair
Alter Hall 420
215-204-4146
rytchkov@temple.edu
Cindy Axelrod, Deputy Department Chair
Alter Hall 422
215-204-1917
cindy.axelrod@temple.edu
https://www.fox.temple.edu/faculty-research/academic-areas/finance/
The Finance major provides students with theoretical and practical knowledge that opens many employment opportunities in the financial industry and corporate sector. It is intended for students who plan to pursue careers in asset management, commercial and investment banking, corporate sector, consulting, and public finance. The curriculum covers a variety of topics that include the structure and functioning of financial markets, asset valuation, portfolio management, corporate finance, financial statement analysis, fixed income analysis, credit analysis, and risk management. The students acquire a variety of skills that are highly valuable by employers. The main competencies to be developed include analyzing financial data from Bloomberg, FactSet, and Capital IQ, producing analyst reports, building financial models, and making sound financial business decisions. In addition, the students have an opportunity to participate in The William C. Dunkelberg Owl Fund, a real money student managed investment fund, and obtain real-life investing experience.
All Finance majors are encouraged to join the Temple Finance Association. This student professional organization offers numerous opportunities to Finance majors to attend career development seminars, connect with Fox alumni, and network with prominent business leaders and industry practitioners.
Licensure/Certification
Chartered Financial Analyst (CFA)
A Chartered Financial Analyst (CFA) credential is often required for employment or advancement in money management. The condition for taking the first CFA exam is either to have a completed bachelor's degree or be in the final year of a four-year degree.
To become a CFA Charter holder, you must
- pass all three levels of the exam;
- have at least 36 months of experience as a professional in investments or a related field.
https://www.cfainstitute.org/en/programs/cfa
Financial Risk Manager (FRM)
The Financial Risk Manager (FRM) certification is the most valuable certification in the area of risk management. There are no educational requirements or professional prerequisites that should be satisfied to register for the FRM exam.
To obtain the FRM certification, you must
- pass the FRM Exam Part I;
- pass the FRM Exam Part II within 4 years of passing Part I;
- demonstrate 2 years of professional full-time financial risk management work experience.
https://www.garp.org/frm/frequently-asked-questions
Minor
The 12-credit hour minor is designed for students who want to obtain a deeper understanding of the finance principles and their applications to various problems in the corporate, financial, and government sectors. It can be particularly valuable to students majoring in Accounting, Actuarial Science, Economics, Real Estate, and Risk Management & Insurance. The minor can be completed online.
Requirements for the minor must be fulfilled prior to graduation. The courses counted toward a major or another minor cannot be used to meet the minor requirements.
Summary of Requirements
University Requirements
All new students are required to complete the university's General Education (GenEd) curriculum.
Note that students not continuously enrolled who have not been approved for a Leave of Absence or study elsewhere must follow University requirements current at the time of re-enrollment.
College Requirements
Students must meet College Graduation Requirements for the Bachelor of Business Administration, including the requirements of the major listed below. Students must attain an overall GPA of 2.0 and a 2.0 GPA in the major to graduate as a Finance major.
Major Requirements
Students must follow the Major Requirements and College Requirements current at the time of declaration. Students not continuously enrolled who have not been approved for a Leave of Absence or study elsewhere must follow University, College, and Major requirements current at the time of re-enrollment.
Requirements of Finance Major
| Code | Title | Credit Hours |
|---|---|---|
| FIN 3504 | Intermediate Corporate Finance | 3 |
| FIN 3507 | Security Analysis and Portfolio Management | 3 |
| FIN 4596 | Seminar in Corporate Finance 1 | 3 |
| Select three of the following: | 9 | |
| Bank Enterprise Risk Management | ||
| Derivatives and Financial Risk Management | ||
| Fixed Income Modeling and Analysis | ||
| Real Estate Investment and Finance 2 | ||
| Financial Modeling | ||
| Financial Statement Analysis | ||
| Commercial Real Estate Analysis | ||
| Financial Markets and Institutions for Business | ||
| Advanced Corporate Finance | ||
| Financial Data Analysis | ||
| Advanced Portfolio Analysis | ||
| Real Estate Financial Modeling | ||
| Real Estate Finance and Mortgage Markets | ||
| Real Estate Development | ||
| Commercial Credit Essentials | ||
| International Finance | ||
| Owl Fund Seminar 3 | ||
| Advanced Owl Fund Seminar 3 | ||
| Total Credit Hours | 18 | |
| 1 | This major capstone is taken in the final semester and all prerequisites must be met. |
| 2 | FIN 3509 may not be taken as Finance elective if double majoring in Real Estate. |
| 3 | FIN 3571 and FIN 3671 require permission of the instructor, and all prerequisites must be met. |
Suggested Academic Plan
Bachelor of Business Administration in Finance
Requirements for New Students starting in the 2022-2023 Academic Year
Please note that this plan is suggested only, ensuring prerequisites are met.
| Year 1 | ||
|---|---|---|
| Fall | Credit Hours | |
| STAT 1001 | Quantitative Methods for Business I | 3 |
| ECON 1101 | Macroeconomic Principles | 3 |
| HRM 1101 | Leadership and Organizational Management | 3 |
| ENG 0802, 0812, or 0902 | Analytical Reading and Writing [GW] | 4 |
| GenEd Breadth Course | 3 | |
| Term Credit Hours | 16 | |
| Spring | ||
| STAT 1102 | Quantitative Methods for Business II | 4 |
| ECON 1102 | Microeconomic Principles | 3 |
| BA 1103 | Legal and Ethical Reasoning in Business | 3 |
| IH 0851 or 0951 | Intellectual Heritage I: The Good Life [GY] | 3 |
| GenEd Breadth Course | 3 | |
| Term Credit Hours | 16 | |
| Year 2 | ||
| Fall | ||
| ACCT 2103 | Financial and Managerial Accounting for Decision Making | 4 |
| STAT 2103 | Statistical Business Analytics (waives GenEd Quantitative Literacy requirement) | 4 |
| MIS 2101 | Digital Systems | 3 |
| MKTG 2101 | Marketing Management | 3 |
| IH 0852 or 0952 | Intellectual Heritage II: The Common Good [GZ] | 3 |
| Term Credit Hours | 17 | |
| Spring | ||
| BA 2101 | Professional Development Strategies | 1 |
| BA 2196 | Business Communications [WI] | 3 |
| Select one of the following:1 | 3 | |
| Turning Numbers into Knowledge: Visualizing Data | ||
| Business Analytics: Modern Data Science Techniques | ||
| RMI 2101 | Introduction to Risk Management | 3 |
| FIN 3101 | Financial Management | 3 |
| GenEd Breadth Course | 3 | |
| Term Credit Hours | 16 | |
| Year 3 | ||
| Fall | ||
| MSOM 3101 | Operations Management | 3 |
| Select one of the following: | 3 | |
| Intermediate Corporate Finance | ||
| Security Analysis and Portfolio Management | ||
| Business Elective2 | 3 | |
| GenEd Breadth Course | 3 | |
| GenEd Breadth Course | 3 | |
| Term Credit Hours | 15 | |
| Spring | ||
| Select one of the following: | 3 | |
| Intermediate Corporate Finance | ||
| Security Analysis and Portfolio Management | ||
| Select one of the following: | 3 | |
| Bank Enterprise Risk Management | ||
| Derivatives and Financial Risk Management | ||
| Fixed Income Modeling and Analysis | ||
| Real Estate Investment and Finance | ||
| Financial Modeling | ||
| Financial Statement Analysis | ||
| Commercial Real Estate Analysis | ||
| Financial Markets and Institutions for Business | ||
| Advanced Corporate Finance | ||
| Financial Data Analysis | ||
| Advanced Portfolio Analysis | ||
| Real Estate Financial Modeling | ||
| Real Estate Finance and Mortgage Markets | ||
| Real Estate Development | ||
| Commercial Credit Essentials | ||
| International Finance | ||
| Owl Fund Seminar | ||
| Advanced Owl Fund Seminar | ||
| Business Elective2 | 3 | |
| GenEd Breadth Course | 3 | |
| Free Elective | 3 | |
| Term Credit Hours | 15 | |
| Year 4 | ||
| Fall | ||
| BA 4102 | Strategic Management | 3 |
| Select one of the following: | 3 | |
| Bank Enterprise Risk Management | ||
| Derivatives and Financial Risk Management | ||
| Fixed Income Modeling and Analysis | ||
| Real Estate Investment and Finance | ||
| Financial Modeling | ||
| Financial Statement Analysis | ||
| Commercial Real Estate Analysis | ||
| Financial Markets and Institutions for Business | ||
| Advanced Corporate Finance | ||
| Financial Data Analysis | ||
| Advanced Portfolio Analysis | ||
| Real Estate Financial Modeling | ||
| Real Estate Finance and Mortgage Markets | ||
| Real Estate Development | ||
| Commercial Credit Essentials | ||
| International Finance | ||
| Owl Fund Seminar | ||
| Advanced Owl Fund Seminar | ||
| Business Elective2 | 3 | |
| GenEd Breadth Course | 3 | |
| Free Elective | 3 | |
| Term Credit Hours | 15 | |
| Spring | ||
| FIN 4596 | Seminar in Corporate Finance [WI] | 3 |
| Select one of the following: | 3 | |
| Bank Enterprise Risk Management | ||
| Derivatives and Financial Risk Management | ||
| Fixed Income Modeling and Analysis | ||
| Real Estate Investment and Finance | ||
| Financial Modeling | ||
| Financial Statement Analysis | ||
| Commercial Real Estate Analysis | ||
| Financial Markets and Institutions for Business | ||
| Advanced Corporate Finance | ||
| Financial Data Analysis | ||
| Advanced Portfolio Analysis | ||
| Real Estate Financial Modeling | ||
| Real Estate Finance and Mortgage Markets | ||
| Real Estate Development | ||
| Commercial Credit Essentials | ||
| International Finance | ||
| Owl Fund Seminar | ||
| Advanced Owl Fund Seminar | ||
| Free Elective | 3 | |
| Free Elective | 3 | |
| Free Elective | 2 | |
| Term Credit Hours | 14 | |
| Total Credit Hours: | 124 | |
| 1 | Please check with your departmental advisor on which course is most appropriate for the major. |
| 2 | 2000-3999 electives can be selected from: ACCT, AS, BA, ECON, FIN, HRM, IB, LGLS, MIS, MKTG, RE, RMI, STAT, SCM, SGM. Please see your advisor for elective suggestions that match your career objectives. |