UT Dallas 2024 Undergraduate Catalog

Naveen Jindal School of Management

Finance (BS)

Bachelor of Science in Finance

Degree Requirements (120 semester credit hours)

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, Michael Hasler, Surya N. Janakiraman, Robert L. Kieschnick Jr., Jun Li, Ningzhong Li, Ramachandran (Ram) Natarajan, Naim Bugra Ozel, Kelsey D. Wei, Han (Victor) Xia, Yexiao Xu, Alejandro Zentner, Jieying Zhang, Yuan Zhang, Feng Zhao, Yibin Zhou

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

Associate Professor Emeritus: David J. Springate

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

Clinical Associate Professor: Carolyn Reichert

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

Professors of Instruction: Mary Beth Goodrich, Chris Linsteadt, Matt Polze

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

Assistant Professor of Instruction: Joseph Mauriello

Professor of Practice: Tiffany A. Bortz

Associate Professors of Practice: Julie Lynch, Jennifer Murray, Steven Solcher, Kathy Zolton

Assistant Professor of Practice: Steven Haynes

I. Core Curriculum Requirements: 42 semester credit hours1

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 I2, 3, 4, 5

Or select any 3 semester credit hours from Mathematics Core courses4, (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

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:6

BA 1310 Making Choices in Free Market Systems2, 3

BA 1320 Business in a Global World2, 3

ECON 2301 Principles of Macroeconomics2, 3

ECON 2302 Principles of Microeconomics2, 3

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:6

MATH 1326 Applied Calculus II2, 3, 4

BA 1310 Making Choices in Free Market Systems2, 3

BA 1320 Business in a Global World2, 3

ECON 2301 Principles of Macroeconomics2, 3

ECON 2302 Principles of Microeconomics2, 3

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

II. Major Requirements: 72-75 semester credit hours

Students must always meet all course prerequisites.

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

ACCT 2301 Introductory Financial Accounting2

ACCT 2302 Introductory Management Accounting2

BLAW 2301 Business and Public Law2

MATH 1325 Applied Calculus I2, 3, 4, 5

OPRE 3333 Quantitative Business Analysis2, 7

or MATH 2333 Matrices, Vectors, and Data2, 7

OPRE 3340 Advanced Business Quantitative Methods2, 4

or MATH 1326 Applied Calculus II2, 3, 4

OPRE 3360 Managerial Methods in Decision Making Under Uncertainty

or STAT 3360 Probability and Statistics for Management and Economics

Choose two of the following:6

BA 1310 Making Choices in Free Market Systems2, 3

BA 1320 Business in a Global World2, 3

ECON 2301 Principles of Macroeconomics2, 3

ECON 2302 Principles of Microeconomics2, 3

Major Core Courses: 24 semester credit hours

BCOM 1300 Professional Communication8

or BCOM 3300 Business Communication8

BCOM 4300 Advanced Professional Communication

FIN 3320 Business Finance

IMS 3310 International Business

ITSS 3300 Information Technology for Business

MKT 3300 Principles of Marketing

OBHR 3310 Organizational Behavior

or OBHR 3330 Introduction to Human Resource Management

OPRE 3310 Supply Chain and Operations Management

A community engagement experience is required:

BA 4095 Social Sector Engagement and Community Outreach Practicum

Major Related Courses: 9 semester credit hours

FIN 3390 Introduction to Financial Modeling

FIN 4300 Investment Management

FIN 4310 Intermediate Financial Management

Students pursuing a Bachelor of Science in Finance degree will be best prepared for certain career paths as they complete the course work required for each of the following concentrations.The Financial Management Concentration (shown at the bottom of this page) is designed for students, who wish to choose guided elective courses flexibly.

FinTech Concentration: 24 semester credit hours

Students may focus on the FinTech (Financial Technology) concentration, combining finance, risk management, or real estate knowledge with programming and data analytics as demanded by the marketplace.

Students must complete 24 semester credit hours from the following courses:

ITSS 3311 Introduction to Programming

ITSS 3312 Object-Oriented Programming

or ITSS 4381 Object Oriented Programming with Python

ITSS 4300 Database Fundamentals

or ITSS 4301 Database Systems

FIN 3350 Financial Markets and Institutions

or FIN 3305 Real Estate Principles

or FIN 3370 Principles of Risk Management and Insurance

FIN 4322 Financial Technology

FIN 4345 Financial Information and Analysis

FIN 4346 Applied Machine Learning in Finance, Insurance, and Real Estate

FIN 4395 Capstone Senior Project - Finance

or FIN 4328 Real Estate Valuation

or FIN 4333 Enterprise Risk Management

Note that completing FIN 4328, FIN 4333, or FIN 4395 required for this concentration satisfies the capstone requirement.

Corporate Finance Concentration: 24 semester credit hours

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

Students must complete 24 semester credit hours from the following courses:

FIN 3340 Regulation of Business and Financial Markets

or FIN 3350 Financial Markets and Institutions

FIN 3380 International Financial Management

or ACCT 3331 Intermediate Financial Accounting I

FIN 3395 Financial Modeling and Valuation

or FIN 4345 Financial Information and Analysis

FIN 4303 Investment Strategies

or FIN 4307 Private Equity

FIN 4337 Business Valuation

or FIN 4340 Options and Futures Markets

or FIN 4352 Financial Risk Management

or ACCT 3332 Intermediate Financial Accounting II

or ACCT 4336 Financial Statement Analysis

FIN 4395 Capstone Senior Project - Finance

or FIN 4328 Real Estate Valuation

or FIN 4333 Enterprise Risk Management

Any 2 FIN upper-division courses not used elsewhere on the student's degree plan.

Note that completing FIN 4328, FIN 4333, or FIN 4395 required for this concentration satisfies the capstone requirement.

Investment Concentration: 24 semester credit hours

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

Students must complete 24 semester credit hours from the following courses:

FIN 3340 Regulation of Business and Financial Markets

or FIN 3350 Financial Markets and Institutions

FIN 3395 Financial Modeling and Valuation

or FIN 4320 Management of Financial Institutions and Technology

or FIN 4345 Financial Information and Analysis

FIN 4303 Investment Strategies

FIN 4305 Fixed Income Securities Analysis

or FIN 4307 Private Equity

or FIN 4315 Behavioral Economics and Finance

or FIN 4380 Fund Management

FIN 4340 Options and Futures Markets

FIN 4395 Capstone Senior Project - Finance

or FIN 4328 Real Estate Valuation

or FIN 4333 Enterprise Risk Management

Any 2 FIN upper-division courses not used elsewhere on the student's degree plan.

Note that completing FIN 4328, FIN 4333, or FIN 4395 required for this concentration satisfies a capstone requirement.

Real Estate Finance Concentration: 24 semester credit hours

Students who choose this concentration 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.

Students must complete 24 semester credit hours from the following courses:

FIN 3305 Real Estate Principles

or REAL 3305 Real Estate Principles

FIN 3358 Real Estate Markets and Investments

or REAL 3358 Real Estate Markets and Investments

FIN 3365 Real Estate Finance and Principles

or REAL 3365 Real Estate Finance and Principles

FIN 4321 Real Estate Law and Contracts

or REAL 4321 Real Estate Law and Contracts

FIN 4328 Real Estate Valuation

or REAL 4328 Real Estate Valuation

FIN 4332 Commercial Property Risk Management and Insurance

or RMIS 4332 Commercial Property Risk Management and Insurance

Any 2 FIN upper-division courses not used elsewhere on the student's degree plan.

Note that completing FIN 4328 required for this concentration satisfies a capstone requirement.

Risk Management and Cybersecurity Concentration: 24 semester credit hours

Students who choose this concentration will learn both the qualitative and quantitative tools necessary to enter one of the many different areas within the risk management and insurance industries.

Students must complete 24 semester credit hours from the following courses:

FIN 3370 Principles of Risk Management and Insurance

FIN 4333 Enterprise Risk Management

FIN 4354 Cybersecurity Risk Management

Select 15 semester credit hours from the following:

FIN 4331 Business Liability Risk Management and Insurance

FIN 4332 Commercial Property Risk Management and Insurance

FIN 4334 Insurance Law and Contracts

FIN 4351 Operational Risk Management

FIN 4352 Financial Risk Management

FIN 4353 Principles of Information Security

FIN 4338 Foundations of Risk Analytics and Applications

FIN 4336 Risk Systems and Theories

ITSS 4360 Network and Information Security

ITSS 4361 Information Technology Cybersecurity9

ITSS 4362 Cybersecurity Governance9

Note that completing FIN 4333 required for this concentration satisfies a capstone requirement.

Financial Management Concentration (flexible option): 24 semester credit hours

Students, who wish to choose guided elective courses flexibly, should select the Financial Management Concentration.

Students must complete 24 semester credit hours from the following courses:

FIN 3300 Personal Finance

FIN 3305 Real Estate Principles

or REAL 3305 Real Estate Principles

FIN 3340 Regulation of Business and Financial Markets

FIN 3350 Financial Markets and Institutions

FIN 3358 Real Estate Markets and Investments

or REAL 3358 Real Estate Markets and Investments

FIN 3360 Entrepreneurial Finance

FIN 3365 Real Estate Finance and Principles

or REAL 3365 Real Estate Finance and Principles

FIN 3370 Principles of Risk Management and Insurance

or RMIS 3370 Principles of Risk Management and Insurance

FIN 3375 Life and Estate Planning

or RMIS 3375 Life and Estate Planning

FIN 3380 International Financial Management

FIN 3395 Financial Modeling and Valuation

FIN 4305 Fixed Income Securities Analysis

FIN 4307 Private Equity

FIN 4315 Behavioral Economics and Finance

FIN 4320 Management of Financial Institutions and Technology

FIN 4321 Real Estate Law and Contracts

or REAL 4321 Real Estate Law and Contracts

FIN 4322 Financial Technology

FIN 4331 Business Liability Risk Management and Insurance

or RMIS 4331 Business Liability Risk Management and Insurance

FIN 4332 Commercial Property Risk Management and Insurance

or RMIS 4332 Commercial Property Risk Management and Insurance

FIN 4334 Insurance Law and Contracts

or RMIS 4334 Insurance Law and Contracts

FIN 4335 Financial Aspects of Retirement, Compensation, and Employee Benefits

Students must take one of the following courses:

FIN 4395 Capstone Senior Project - Finance

or FIN 4328 Real Estate Valuation

or FIN 4333 Enterprise Risk Management

or BPS 4395 Capstone Senior Project - Business

Note that completing FIN 4328, FIN 4333, FIN 4395, or BPS 4395 required for this concentration satisfies the capstone requirement.

With advanced written permission from the BS FIN Program Director, students may also substitute up to 6 semester credit hours with ACCT, ITSS, MATH, MECO, or STAT courses that are not used elsewhere on the student's degree plan

III. Elective Requirements: 3-6 semester credit hours

Free Electives: 3-6 semester credit hours10

Both lower- and upper-division courses may count as electives.

A community engagement experience is required:

BA 4095 Social Sector Engagement and Community Outreach Practicum

A practicum experience of at least 160 working hours is required, with registration in one of the courses below.

FIN 4V80 Practicum in Finance11

FIN 4080 Finance Internship

A student may earn up to 3 semester credit hours with FIN 4V80, which can be used as one of the FIN upper-division courses under any concentration, except for the FinTech concentration.

The plan must include sufficient upper-division courses to total 45 upper-division semester credit hours.

1. 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.

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

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

4. MATH 1325 is required for all JSOM undergraduate students. 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. Students who choose OPRE 3340 instead of MATH 1326 or MATH 2414 or MATH 2419 will require an additional 090 Core Curriculum course.

5. 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.

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

7. Students may substitute MATH 2418 or CS 2305 for OPRE 3333 or MATH 2333.

8. 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.

9. ITSS 4360 is a pre-requisite for this course.

10. Free Electives of 3-6 semester credit hours are required for the B.S. in Finance. Students who choose MATH 1326 or MATH 2414 or MATH 2419 instead of OPRE 3340 will require a total of 6 semester credit hours of free electives to meet the 120 semester credit hour requirement for graduation. Students who choose OPRE 3340 instead of MATH 1326 or MATH 2414 or MATH 2419 will require another 090 Component Area Option Core Curriculum course and a total of 3 semester credit hours of free electives to meet the 120 semester credit hour requirement for graduation.

11. Students employed in full-time jobs may fulfill their internship requirement with their current employer as a special project with preapproval from their program director.

Updated: 2024-07-23 14:42:20 v37.a49daf