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

FIN 3504Intermediate Corporate Finance3
FIN 3507Security Analysis and Portfolio Management3
FIN 4596Seminar in Corporate Finance 13
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 Hours18

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
FallCredit Hours
STAT 1001Quantitative Methods for Business I3
ECON 1101Macroeconomic Principles3
HRM 1101Leadership and Organizational Management3
ENG 0802, 0812, or 0902Analytical Reading and Writing [GW]4
GenEd Breadth Course3
 Term Credit Hours16
Spring
STAT 1102Quantitative Methods for Business II4
ECON 1102Microeconomic Principles3
BA 1103Legal and Ethical Reasoning in Business3
IH 0851 or 0951Intellectual Heritage I: The Good Life [GY]3
GenEd Breadth Course3
 Term Credit Hours16
Year 2
Fall
ACCT 2103Financial and Managerial Accounting for Decision Making4
STAT 2103Statistical Business Analytics (waives GenEd Quantitative Literacy requirement)4
MIS 2101Digital Systems3
MKTG 2101Marketing Management3
IH 0852 or 0952Intellectual Heritage II: The Common Good [GZ]3
 Term Credit Hours17
Spring
BA 2101Professional Development Strategies1
BA 2196Business Communications [WI]3
Select one of the following:13
Turning Numbers into Knowledge: Visualizing Data 
Business Analytics: Modern Data Science Techniques 
RMI 2101Introduction to Risk Management3
FIN 3101Financial Management3
GenEd Breadth Course3
 Term Credit Hours16
Year 3
Fall
MSOM 3101Operations Management3
Select one of the following:3
Intermediate Corporate Finance 
Security Analysis and Portfolio Management 
Business Elective23
GenEd Breadth Course3
GenEd Breadth Course3
 Term Credit Hours15
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 Elective23
GenEd Breadth Course3
Free Elective3
 Term Credit Hours15
Year 4
Fall
BA 4102Strategic Management3
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 Elective23
GenEd Breadth Course3
Free Elective3
 Term Credit Hours15
Spring
FIN 4596Seminar 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 Elective3
Free Elective3
Free Elective2
 Term Credit Hours14
 Total Credit Hours: 124