Finance Tracks
Finance majors can 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 3180, 3200, 3210, 4030, 4120, 4210
6 hours including: Accounting 4080/3080
12 hours from either Option A or Option B below:
Option A: Business Finance Track
3 hours including: Finance 4230
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
Option B: Investments Track
3 hours from: Finance 4230 or 3900r
9 hours including: Finance 4030, 4310, 4880
(Other suggested courses: Finance 3710, Management 3660)
33 Total Hours
2.0 average in all Finance courses
Electives to complete 120 hours (Suggested Economics 3240/3250)
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 |
Finance 4030 |
Corporate Finance |
Finance 3200, 4230 |
Equity Investments |
Finance 3210 |
Fixed Income Investments |
Finance 3180, 3210 |
Derivative Investments |
Finance 3180, 4120, 4310 |
Alternative Investments |
Finance 3180, 3710, 4210 |
Portfolio Management |
Finance 4210, 4880 |
Quantitative Methods |
Management 2130, 3660 |
Economics |
Economics 1010, 1020, 3240, 3250; Finance 4120 |
Ethics |
N/A |