UT Dallas 2021 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, Gary Bolton, William M. Cready, Umit G. Gurun, Kyle Hyndman, Stanley Liebowitz, Vikram Nanda, Suresh Radhakrishnan, Michael J. Rebello, Gil Sadka, Harold Zhang

Associate Professors: Nina Baranchuk, Zhonglan Dai, Rebecca Files, Surya N. Janakiraman, Robert L. Kieschnick Jr., Jun Li, Ningzhong Li, Ramachandran (Ram) Natarajan, Naim Bugra Ozel, David J. Springate, Kelsey D. Wei, Han (Victor) Xia, Yexiao Xu, Alejandro Zentner, Jieying Zhang, Yuan Zhang, Feng Zhao, Yibin Zhou

Assistant Professors: Meng Li, Christopher Mace, Jean-Marie Meier, Alejandro Rivera Mesias, Alessio Saretto, Simon Siegenthaler, Xiaoxiao Tang, Christian Von-Drathen, Pingle Wang, Steven Xiao

Clinical Professors: John Barden, David Cordell, John Gamino, Randall S. Guttery, Peter Lewin, Jeffrey Manzi

Clinical Associate Professor: Carolyn Reichert

Clinical Assistant Professors: Moran Blueshtein, Revansiddha Khanapure, Liping Ma, Drew Peabody

Professors of Instruction: Mary Beth Goodrich, Chris Linsteadt

Associate Professors of Instruction: Amal El-Ashmawi, Ayfer Gurun, Jennifer G. Johnson

Professor of Practice: Tiffany A. Bortz

Associate Professors of Practice: Richard Bowen, Steven Solcher, Kathy Zolton

Assistant Professor of Practice: Steven Haynes

Senior Lecturers: Joseph Mauriello, Robert (Stephen) Molina, Matt Polze

I. Core Curriculum Requirements: 42 semester credit hours2

Communication: 6 semester credit hours

Select any 6 semester credit hours from Communication Core courses (see advisor)

Mathematics: 3 semester credit hours

MATH 1325 Applied Calculus I3, 4, 5, 6

Or select any 3 semester credit hours from Mathematics Core courses (see advisor)

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

Or select any 6 semester credit hours from Government/Political Science Core courses (see advisor)

Social and Behavioral Sciences: 3 semester credit hours

Choose one of the following:7

BA 1310 Making Choices in Free Market Systems3, 4

BA 1320 Business in a Global World3, 4

ECON 2301 Principles of Macroeconomics3, 4

ECON 2302 Principles of Microeconomics3, 4

Or select any 3 semester credit hours from Social and Behavioral Sciences Core courses

Component Area Option: 6 semester credit hours

Choose two of the following:7

MATH 1326 Applied Calculus II3, 4, 5

BA 1310 Making Choices in Free Market Systems3, 4

BA 1320 Business in a Global World3, 4

ECON 2301 Principles of Macroeconomics3, 4

ECON 2302 Principles of Microeconomics3, 4

Or select any 6 semester credit hours from Component Area Option Core courses

II. Major Requirements: 72-75 semester credit hours7

Major Preparatory Courses: 15-18 semester credit hours beyond Core Curriculum

ACCT 2301 Introductory Financial Accounting3

ACCT 2302 Introductory Management Accounting3

BLAW 2301 Business and Public Law3

MATH 1325 Applied Calculus I3, 4, 5, 6

MATH 1326 Applied Calculus II3, 4, 5

or OPRE 3340 Advanced Business Quantitative Methods3

OPRE 3333 Quantitative Business Analysis3

or MATH 2333 Matrices, Vectors, and Their Application3, 8

STAT 3360 Probability and Statistics for Management and Economics

or OPRE 3360 Managerial Methods in Decision Making Under Uncertainty

or STAT 4351 Probability

Choose two of the following:7

BA 1310 Making Choices in Free Market Systems3, 4

BA 1320 Business in a Global World3, 4

ECON 2301 Principles of Macroeconomics3, 4

ECON 2302 Principles of Microeconomics3, 4

Major Core Courses: 24 semester credit hours

BCOM 1300 Introduction to Professionalism and Communication in Business9

or BCOM 3300 Professionalism and Communication in Business9

BCOM 4300 Managing Communications in Business

IMS 3310 International Business

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

Major Related Courses: 12 semester credit hours

FIN 3390 Introduction to Financial Modeling

FIN 4300 Investment Management*

FIN 4310 Intermediate Financial Management

FIN 4395 Capstone Senior Project - Finance

or FIN 4328 Real Estate Valuation10

or FIN 4333 Enterprise Risk Management10

or FIN 4380 Domestic Fund Management10

or BPS 4395 Capstone Senior Project - Business

or ENTP 4395 Capstone Senior Project - Entrepreneurship

Guided Electives: 21 semester credit hours

A practicum experience of at least 160 working hours 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 Finance Internship

BA 4090 Management Internship

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 432810, FIN 4330*, FIN 433310, FIN 4335*, FIN 4336, FIN 4337, FIN 4338, FIN 4340, FIN 4345, FIN 4350, FIN 438010, FIN 4386, FIN 4387, FIN 4390, FIN 4399, FIN 4V90, FIN 4V99, MECO 3360, MECO 3361, MECO 4352, RMIS 3375, RMIS 4331, RMIS 4332, RMIS 4333,  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 3351), MATH 2420, or STAT 435110.

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 3351, 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), (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 3351), MATH 2420, STAT 4351, MECO 4352, FIN 4340, FIN 4386, FIN 4387.

III. Elective Requirements: 3-6 semester credit hours

Free Electives: 3-6 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 or MATH 2417 for MATH 1325. Students may elect to substitute MATH 2414 or MATH 2419 for MATH 1326.

6. In order to make timely degree progress, students should complete MATH 1325 or its equivalent by the end of their first semester at UT Dallas. Students who will not meet this requirement should contact their academic advisor to discuss their degree timeline.

7. Certain courses listed are prerequisites for major core, major concentration, or major related courses. Choose accordingly.

8. Students may substitute MATH 2418 or CS 2305.

9. JSOM first-time-in-college freshmen are required to take BCOM 1300 in their first semester. Transfer students and students new to JSOM are required to take BCOM 3300 in their first semester.

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

Updated: 2021-05-24 12:51:10 v12.176d22