Tracks for finance majors
Beginning in the fall of 2007, finance majors may choose one of two tracks, the Business Finance Track or the Investments Track. The Investments Track is particularly helpful to those interested in preparing for the CFA Level I exam.
Finance Concentration
15 hours including: Finance 318, 320, 321, 412, 421
6 hours including: Accounting 312, 408
12 hours from either Option A or Option B below:Option A: Business Finance Track
3 hours including: Finance 423
3 hours chosen from: Any 300 or 400 level Accounting or Finance course
6 hours chosen from: Any 300 or 400 level course in Accounting, Economics, Entrepreneurship, Finance, Management, Marketing or Business Administration 390rOption B: Investments Track
3 hours from: Finance 423 or Business Administration 390r
9 hours including: Finance 403, 431, 488
(Other suggested courses: BFIN 371, BMGT 366)33 Total Hours
2.0 average in all Finance courses
Electives to complete 120 hours (Suggested ECON 324/325)
The table below indicates the course or courses offered at UTC that correspond with exam topics. Neither the Investments track or the Business Finance track or the courses listed below cover all information on the exam. Additional study will be required.
CFA ® Common Body of Knowledge |
|
CFA ® |
UTC Course |
Financial Statement Analysis |
BACC 312; BFIN 403 |
Corporate Finance |
BFIN 320, 423 |
Equity Investments |
BFIN 321 |
Fixed Income Investments |
BFIN 318, 321 |
Derivative Investments |
BFIN 318, 412, 431 |
Alternative Investments |
BFIN 318, 371, 421 |
Portfolio Management |
BFIN 421, 488 |
Quantitative Methods |
BMGT 211, 212, 366 |
Economics |
ECON 101, 102, 324, 325; BFIN 412 |
Ethics |
N/A |
