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

https://www.garp.org/frm/frequently-asked-questions

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

FIN 3504Intermediate Corporate Finance3
FIN 3507Security Analysis and Portfolio Management3
FIN 3551International Finance 13
FIN 4696Seminar in Investment Analysis 23
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 Hours21

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
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
LGLS 1101Legal Environment of Business3
IH 0851 or 0951Intellectual Heritage I: The Good Life [GY]3
GenEd Breadth Course3
 Term Credit Hours16
Year 2
Fall
STAT 2103Statistical Business Analytics (waives GenEd Quantitative Literacy requirement)4
ACCT 2101Financial Accounting3
MIS 2101Digital Systems3
MKTG 2101Marketing Management3
IH 0852 or 0952Intellectual Heritage II: The Common Good [GZ]3
 Term Credit Hours16
Spring
ACCT 2102Managerial Accounting3
BA 2101Professional Development Strategies1
BA 2196Business Communications [WI]3
RMI 2101Introduction to Risk Management3
FIN 3101Financial Management3
GenEd Breadth Course3
 Term Credit Hours16
Year 3
Fall
MSOM 3101Operations Management3
BA 3102Business Society and Ethics3
Select one of the following:3
Intermediate Corporate Finance 
Security Analysis and Portfolio Management 
GenEd Breadth Course3
GenEd Breadth Course3
 Term Credit Hours15
Spring
BA 3103Integrative Business Applications3
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 Course3
Free Elective3
 Term Credit Hours15
Year 4
Fall
BA 4101Global Business Policies3
FIN 3551International Finance3
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 Course3
Free Elective3
 Term Credit Hours15
Spring
FIN 4696Seminar 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 Elective3
Free Elective3
Free Elective3
 Term Credit Hours15
 Total Credit Hours: 124