Investment Analysis Concentration
Learn more about the Bachelor of Business Administration in Finance.
The Investment Analysis concentration for the Bachelor of Business Administration in Finance is intended for Finance majors who are seeking careers in regulatory compliance, quantitative asset management, MS programs in investment management or other graduate programs. The current demand for undergraduate finance students with a good grasp of basic econometrics applied to large financial data bases—whether financial institution call reports, security prices, or other financial data—continues to grow.
This concentration provides more quantitative rigor with a "big data" experience, a need articulated by many external stakeholders. The Investment Analysis concentration includes electives in modeling for investments and financial data analysis, along with the other existing electives specified for this concentration (derivatives and fixed income), and a project-based capstone which will prepare students to meet this market need. While not required, students in this concentration are encouraged to minor in Business Analytics to further expand their skill set.
Licensure/Certification
Certified Financial Planner (CFP)
A Certified Financial Planner (CFP) credential is sometimes required for employment or advancement in the financial planning profession. The education requirements for the Certified Financial Planner (CFP) exam is met by the BBA in Financial Planning at the Fox School of Business. Specifically, the Certified Financial Planning Board requires all Registered Programs to incorporate 72 Principal Knowledge Topics within the course curriculum. The requirements are the same for all states.
First and foremost, registrants must have a four-year degree. Second, course materials relevant to the CFP curriculum must be provided by an approved Registered Board Program provider. Temple University has been an approved provider since July 2015, and fully expects to continue this status. Third, registrants must pass the CFP exam, which is given three times per year (March, July, September). Fourth, the CFP marks may be used only upon attaining three years of relevant work experience. In other words, an individual who passes the CFP exam may NOT use the CFP marks unless they have a minimum of three years of relevant work experience. Fifth, all registrants must sign an Ethics Declaration and undergo a background check.
https://www.cfp.net/get-certified/certification-process
Chartered Financial Analyst (CFA)
A Chartered Financial Analyst (CFA) credential is sometimes required for employment or advancement in the financial analysis profession. The education requirement to register and sit for the first of the three CFA exams is either to have completed a bachelor's degree or be in the final year of a four-year degree. This requirement is the same for all states including Pennsylvania.
Experience required is four years of professional full-time work experience, or a combination of college and professional experience totaling at least four years.
To become a CFA Charter:
- Passing the exam for all three levels is a requirement to obtain the CFA charter.
- Candidates must have at least 4 years (48 months) of experience as an investment professional or in a related field.
https://www.cfainstitute.org/en/programs/cfa
Financial Risk Manager (FRM)
A credential as Financial Risk Manager (FRM) can be helpful in finding employment in the financial risk field. There are no educational degree or professional prerequisites needed to register for the FRM exam. This is the same for all states including Pennsylvania.
Requirements for FRM certification:
- 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
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 Investment Analysis Concentration
| Code | Title | Credit Hours |
|---|---|---|
| FIN 3504 | Intermediate Corporate Finance | 3 |
| FIN 3507 | Security Analysis and Portfolio Management | 3 |
| FIN 3551 | International Finance 1 | 3 |
| FIN 4696 | Seminar in Investment Analysis 2 | 3 |
| Select three of the following: | 9 | |
| Derivatives and Financial Risk Management | ||
| Fixed Income Modeling and Analysis | ||
| Financial Statement Analysis | ||
| Financial Data Analysis | ||
| Advanced Portfolio Analysis | ||
| Owl Fund Seminar 3 | ||
| Advanced Owl Fund Seminar 3 | ||
| Total Credit Hours | 21 | |
| 1 | FIN 3551 replaces IB 3101 in the upper division foundation. This course is not calculated in the major GPA. |
| 2 | This major capstone is taken in the final semester and all prerequisites must be met. |
| 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: Investment Analysis Concentration
Requirements for New Students starting in the 2021-2022 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 |
| LGLS 1101 | Legal Environment of 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 | ||
| STAT 2103 | Statistical Business Analytics (waives GenEd Quantitative Literacy requirement) | 4 |
| ACCT 2101 | Financial Accounting | 3 |
| 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 | 16 | |
| Spring | ||
| ACCT 2102 | Managerial Accounting | 3 |
| BA 2101 | Professional Development Strategies | 1 |
| BA 2196 | Business Communications [WI] | 3 |
| 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 |
| BA 3102 | Business Society and Ethics | 3 |
| Select one of the following: | 3 | |
| Intermediate Corporate Finance | ||
| Security Analysis and Portfolio Management | ||
| GenEd Breadth Course | 3 | |
| GenEd Breadth Course | 3 | |
| Term Credit Hours | 15 | |
| Spring | ||
| BA 3103 | Integrative Business Applications | 3 |
| Select one of the following: | 3 | |
| Intermediate Corporate Finance | ||
| Security Analysis and Portfolio Management | ||
| Select one of the following: | 3 | |
| Derivatives and Financial Risk Management | ||
| Fixed Income Modeling and Analysis | ||
| Financial Statement Analysis | ||
| Financial Data Analysis | ||
| Advanced Portfolio Analysis | ||
| Owl Fund Seminar | ||
| Advanced Owl Fund Seminar | ||
| GenEd Breadth Course | 3 | |
| Free Elective | 3 | |
| Term Credit Hours | 15 | |
| Year 4 | ||
| Fall | ||
| BA 4101 | Global Business Policies | 3 |
| FIN 3551 | International Finance | 3 |
| Select one of the following: | 3 | |
| Derivatives and Financial Risk Management | ||
| Fixed Income Modeling and Analysis | ||
| Financial Statement Analysis | ||
| Financial Data Analysis | ||
| Advanced Portfolio Analysis | ||
| Owl Fund Seminar | ||
| Advanced Owl Fund Seminar | ||
| GenEd Breadth Course | 3 | |
| Free Elective | 3 | |
| Term Credit Hours | 15 | |
| Spring | ||
| FIN 4696 | Seminar in Investment Analysis [WI] | 3 |
| Select one of the following: | 3 | |
| Derivatives and Financial Risk Management | ||
| Fixed Income Modeling and Analysis | ||
| Financial Statement Analysis | ||
| Financial Data Analysis | ||
| Advanced Portfolio Analysis | ||
| Owl Fund Seminar | ||
| Advanced Owl Fund Seminar | ||
| Free Elective | 3 | |
| Free Elective | 3 | |
| Free Elective | 3 | |
| Term Credit Hours | 15 | |
| Total Credit Hours: | 124 | |