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Tracks of Study 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 390r

Option 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 ® Exam Topics

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

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