UT Dallas 2019 Undergraduate Catalog

Naveen Jindal School of Management

Finance (BS)

Bachelor of Science in Finance

Degree Requirements (120 semester credit hours)1

View an Example of Degree Requirements by Semester

Faculty

Professors: Ashiq Ali, Alain Bensoussan, Gary Bolton, Metín Çakanyildirim, Huseyin Cavusoglu, Daniel A. Cohen, William M. Cready, Milind Dawande, Theodore E. Day, Gregory G. Dess, Umit G. Gurun, Ernan E. Haruvy, Varghese S. Jacob, Sanjay Jain, Ganesh Janakiraman, Elena Katok, Dmitri Kuksov, Nanda Kumar, Seung-Hyun Lee, Stanley Liebowitz, Zhiang (John) Lin, Sumit K. Majumdar, Syam Menon, Vijay S. Mookerjee, B. P. S. Murthi, Vikram Nanda, Özalp Özer, Mike W. Peng, Hasan Pirkul, Suresh Radhakrishnan, Srinivasan Raghunathan, Ram C. Rao, Brian Ratchford, Michael J. Rebello, Sumit Sarkar, Suresh P. Sethi, Kathryn E. Stecke, Riki Takeuchi, Wing Kwong (Eric) Tsang, Harold Zhang, Zhiqiang (Eric) Zheng

Professor Emeritus: Dale Osborne

Clinical Professors: John Barden, Britt Berrett, Abhijit Biswas, Ranavir Bose, Pamela Foster Brady, Shawn Carraher, Larry Chasteen, Paul Convery, David Cordell, Kutsal Dogan, Howard Dover, Forney Fleming III, John Gamino, Randall S. Guttery, Charles Hazzard, William Hefley, Robert Hicks, Gerald (Jerry) Hoag, Marilyn Kaplan, Ching-Chung Kuo, Sonia Leach, Peter Lewin, Jeffrey Manzi, John F. McCracken, Dennis McCuistion, Diane S. McNulty, Divakar Rajamani, Daniel Rajaratnam, David Ritchey, Rajiv Shah, Mark Thouin, Keith Thurgood, Jeff Weekley, Habte Woldu, Fang Wu, Laurie L. Ziegler

Associate Professors: Mehmet Ayvaci, Nina Baranchuk, Norris Bruce, Jianqing Chen, Zhonglan Dai, Rebecca Files, Xianjun Geng, J. Richard Harrison, Dorothée Honhon, Kyle Hyndman, Surya N. Janakiraman, Robert L. Kieschnick Jr., Atanu Lahiri, Jun Li, Ningzhong Li, Lívia Markóczy, Amit Mehra, Toyah Miller, Ramachandran (Ram) Natarajan, Naim Bugra Ozel, H. Dennis Park, Valery Polkovnichenko, Cuili Qian, Orlando C. Richard, Young U. Ryu, Gil Sadka, Jane Salk, Harpreet Singh, David J. Springate, Upender Subramanian, Kelsey D. Wei, Han (Victor) Xia, Jun Xia, Ying Xie, Yexiao Xu, Alejandro Zentner, Jieying Zhang, Yuan Zhang, Feng Zhao, Yibin Zhou

Clinical Associate Professors: Shawn Alborz, Steven Guengerich, Lale Guler, Dawn Owens, David Parks, Carolyn Reichert, Avanti P. Sethi, Kelly Slaughter, Jeanne Sluder, James Szot, McClain Watson

Assistant Professors: Qi (George) Chen, Khai Chiong, Emily Choi, Bernhard Ganglmair, Nathan Goldman, Ying Huang, Sora Jun, Sheen Levine, Meng Li, Xiaolin Li, Maria Loumioti, Jean-Marie Meier, Radha Mookerjee, Anyan Qi, Alejandro Rivera Mesias, Alessio Saretto, Simon Siegenthaler, Serdar Simsek, Shaojie Tang, Christian Von-Drathen, Shouqiang Wang, Malcolm Wardlaw, Junfeng Wu, Steven Xiao, Shengqi Ye, Nir Yehuda, Zhe (James) Zhang, Xiaofei Zhao

Clinical Assistant Professors: Athena Alimirzaei, Christina (Krysta) Betanzos, Moran Blueshtein, Judd Bradbury, Jerome Gafford, Ayfer Gurun, Maria Hasenhuttl, Julie Haworth, Jeffery (Jeff) Hicks, Revansiddha Khanapure, Kristen Lawson, Kathryn Lookadoo, Liping Ma, Sarah Moore, Ravi Narayan, Parneet Pahwa, Jason Parker, Drew Peabody, Nassim Sohaee

Senior Lecturers: Semiramis Amirpour, Frank Anderson, Vivek Arora, Tiffany A. Bortz, Richard Bowen, Monica E. Brussolo, Juliann Chapman, George DeCourcy, Eugene (Gene) Deluke, Alexander Edsel, Amal El-Ashmawi, Carol Flannery, Mary Beth Goodrich, Thomas (Tom) Henderson, Jennifer G. Johnson, Jackie Kimzey, Chris Linsteadt, Joseph Mauriello, Victoria D. McCrady, Edward Meda, Robert (Stephen) Molina, Prithi Narasimhan, Mohammad Naseri Taheri, Madison Pedigo, Matt Polze, James Richards, Debra Richardson, Anindita Roy Bardhan, Kashif Saeed, Margaret Smallwood, Steven Solcher, Luell (Lou) Thompson, Amy L. Troutman, Robert Wright, Kathy Zolton, Hubert Zydorek

I. Core Curriculum Requirements: 42 semester credit hours2

Communication: 6 semester credit hours

COMM 1315 Public Speaking or COMM 1311 Survey of Oral and Technology-based Communication

RHET 1302 Rhetoric3

Mathematics: 3 semester credit hours

MATH 1325 Applied Calculus I3, 4, 5

Life and Physical Sciences: 6 semester credit hours

Select any 6 semester credit hours from Life and Physical Sciences core courses (see advisor and degree requirements)

Language, Philosophy and Culture: 3 semester credit hours

Select any 3 semester credit hours from Language, Philosophy and Culture core courses (see advisor)

Creative Arts: 3 semester credit hours

Select any 3 semester credit hours from Creative Arts core courses (see advisor)

American History: 6 semester credit hours

Select any 6 semester credit hours from American History core courses (see advisor)

Government / Political Science: 6 semester credit hours

GOVT 2305 American National Government

GOVT 2306 State and Local Government

Social and Behavioral Sciences: 3 semester credit hours

Choose one of the following:6

BA 1310 Making Choices in Free Market Systems3, 4

or BA 1320 Business in a Global World3, 4

or ECON 2301 Principles of Macroeconomics3, 4

or ECON 2302 Principles of Microeconomics3, 4

Component Area Option: 6 semester credit hours

MATH 1326 Applied Calculus II3, 4, 5

And one of the following:

BA 1310 Making Choices in Free Market Systems3, 4

or BA 1320 Business in a Global World3, 4

or ECON 2301 Principles of Macroeconomics3, 4

or ECON 2302 Principles of Microeconomics3, 4

II. Major Requirements: 74 semester credit hours6

Major Preparatory Courses: 15 semester credit hours beyond Core Curriculum

ACCT 2301 Introductory Financial Accounting3

ACCT 2302 Introductory Management Accounting3

BLAW 2301 Business and Public Law3

BA 1310 Making Choices in Free Market Systems3, 4

or ECON 2302 Principles of Microeconomics3, 4

BA 1320 Business in a Global World3, 4

or ECON 2301 Principles of Macroeconomics3, 4

MATH 1325 Applied Calculus I3, 4, 5

MATH 1326 Applied Calculus II3, 4, 5

OPRE 3333 Quantitative Business Analysis3

or MATH 2333 Matrices, Vectors, and Their Application3, 7

STAT 3360 Probability and Statistics for Management and Economics

or OPRE 3360 Managerial Methods in Decision Making Under Uncertainty

or STAT 4351 Probability

Major Core Courses: 26 semester credit hours

BA 1100 Business Basics and FIN 3100 Professional Development8

or FIN 3200 Introduction to Business and Professional Development8

BCOM 3310 Business Communication

BCOM 4350 Advanced Business Communication

FIN 3320 Business Finance

ITSS 3300 Information Technology for Business

OPRE 3310 Operations Management

OBHR 3330 Introduction to Human Resource Management

or OBHR 3310 Organizational Behavior

MKT 3300 Principles of Marketing

IMS 3310 International Business

Major Related Courses: 12 semester credit hours

FIN 3390 Introduction to Financial Modeling

FIN 4300 Investment Management*

FIN 4310 Intermediate Financial Management

FIN 4380 Domestic Fund Management

or FIN 4390 Seminar Series in Finance9

or FIN 4399 Senior Honors in Finance9

or FIN 4333 or RMIS 4333 Enterprise Risk Management9

Guided Electives: 21 semester credit hours

A practicum experience is required; the student has the option of zero to 3 semester credit hours, depending on the particular internship, and preference for additional electives.

FIN 4V80 Practicum in Finance

FIN 4080 Practicum in Finance

A community engagement experience is required; the student has the option of zero or 3 semester credit hours, depending on the particular experience, and preference for additional electives.

IMS 4335 Social Sector Entrepreneurship and Community Engagement

or ENTP 4340 Social Sector Entrepreneurship and Community Engagement

or MKT 4360 Social Marketing

or BA 4095 Social Sector Engagement and Community Outreach Practicum

Choose from the following, if not used in Major Preparatory or Major Related Courses, to fulfill remaining Guided Elective semester credit hours:

Students must select upper-division course work from the following list of courses: FIN 3305, FIN 3330*, FIN 3340, FIN 3350, FIN 3360, FIN 3365, FIN 3370*, FIN 3380, FIN 3395, FIN 4303, FIN 4305, FIN 4307, FIN 4313, FIN 4315, FIN 4320, FIN 4321, FIN 4328, FIN 4330*, FIN 4335*, FIN 4337, FIN 4340, FIN 4345, FIN 4350, FIN 4380, FIN 4386, FIN 4387, FIN 43909, FIN 43999, FIN 4V90, FIN 4V99, MECO 4352, RMIS 3375, RMIS 4331, RMIS 4332, RMIS 43339, or RMIS 4334, RMIS 4336, RMIS 4338, ENTP 4V00.

*Indicates courses required by the CFP® Board of Standards, Inc. to fulfill the requirement for the CERTIFIED Financial Planner™ Designation. Includes FIN 4300 in Major Related Courses.

Students may substitute up to 6 semester credit hours for the above upper-division course work from the following list of courses: ACCT 3331, ACCT 3332, ACCT 3341, ACCT 3350, ACCT 4336, (MATH 2415 or MATH 2451), MATH 2420, or STAT 4351.

Other upper-division courses may be used to fulfill Electives with advance written permission from the Program Director.

NOTE: Course prerequisites must be met.

Suggested Finance Tracks

Students pursuing a Bachelor of Science in Finance will be best prepared for certain career paths if they follow the below recommended course work for each of the below tracks, but they are not required to do so.

Corporate Finance Track - Students who choose this track will focus on the skills necessary to manage the financial problems of a firm. Students completing this track pursue careers as corporate financial officers, private equity capitalists, and investment bankers.

Recommended coursework: FIN 3350, FIN 3380, (FIN 4337 or ACCT 4337), FIN 4340, FIN 4345, ACCT 3331, ACCT 3332, or ACCT 3350.

Investment Track - Students who choose to concentrate in the Investment track study to become investment analysts and investment advisors. Careers in this field include security analysts, portfolio managers, etc. Students who complete this track should be prepared to take the CFA® level 1 exam.

Recommended coursework: FIN 3330, FIN 3340, FIN 3350, FIN 4305, MATH 2415 or MATH 2451, MATH 2420, or STAT 4351.

Real Estate Investment Management Track - Students who choose this track will learn both the qualitative and quantitative tools necessary to enter one of the many different areas within real estate including investment analysis, consulting, brokerage, appraisal, development and corporate asset management.

Recommended Coursework: FIN 3305, FIN 3350, FIN 3360, FIN 3365, FIN 3370, FIN 4321, or FIN 4328.

Risk Management and Insurance Track - Students who choose this track will learn both the qualitative and quantitative tools necessary to enter one of the many different areas within the risk management and insurance industries.

Recommended Coursework: (FIN 3370 or RMIS 3370), (FIN 3375 or RMIS 3375), (FIN 4331 or RMIS 4331), (FIN 4332 or RMIS 4332), (FIN 4333 or RMIS 4333)9, (RMIS 4334 or FIN 4334) or MKT 3330.

Financial Mathematics Track - Students who choose this track will develop sufficient quantitative mathematical skills to pursue careers demanding more mathematical analytical skills than the typical finance students possess.

Recommended Coursework: (MATH 2415 or MATH 2451), MATH 2420, STAT 4351, MECO 4352, FIN 4340, FIN 4386, FIN 4387.

III. Elective Requirements: 4 semester credit hours

Free Electives: 4 semester credit hours

Both lower- and upper-division courses may count as electives but students must complete at least 51 semester credit hours of upper-division courses to qualify for graduation.

1. Incoming freshmen must enroll and complete requirements of UNIV 1010 and the corresponding school-related freshman seminar course. Students, including transfer students, who complete their core curriculum at UT Dallas must take UNIV 2020.

2. Curriculum Requirements can be fulfilled by other approved courses from institutions of higher education. The courses listed are recommended as the most efficient way to satisfy both Core Curriculum and Major Requirements at UT Dallas.

3. Indicates a prerequisite class to be completed before enrolling for upper-division classes.

4. A required Major course that also fulfills a Core Curriculum requirement. Semester credit hours are counted in Core Curriculum.

5. Students may elect to substitute MATH 2413 and MATH 2414 or MATH 2417 and MATH 2419.

6. Certain courses listed are prerequisites for major core (e.g., BA 1320 or ECON 2301 for IMS 3310), major concentration, or major related courses. Choose accordingly.

7. Students may substitute MATH 2418 or CS 2305.

8. JSOM freshmen are required to take BA 1100 and FIN 3100. Transfer students and students new to JSOM are required to take FIN 3200.

9. Can be used to fulfill elective hours if not counted as a Major Related Course.

Updated: 2019-10-02 16:00:03 v16.8b16f5