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Finance

Finance
Courses
Concentration
Finance Concentration Tracks

John Earl, Chair
Professors Arnold, Fishe, Szakmary
Associate Professors Conover, Earl, Marshall, North
Assistant Professor Meng, Wu
Instructor Alexander 

Student Managed Investment Fund

Students interested in the Student Managed Investment Fund (SMIF) should follow CFA® Track along with the following: 

  • FIN 270 Introduction to Equity Analysis (highly recommended prior to applying)

  • FIN 366 Investment (must be taken before fall semester of senior year)

  • FIN 467 Portfolio Management and Analysis (must be taken by the fall term of senior year)

  • FIN 468 Student-Managed Investment Fund (senior year)

Special Opportunities and Graduate Work Preparation

Students are encouraged to speak to their academic advisors about special opportunities in programs such as the Student-Managed Investment Fund; Chartered Financial Analyst Student Program; Federal Reserve Challenge; Investments Club; and Business Conditions and Analysis Review.

Students interested in graduate work should consider taking ECON 370 Advanced Econometrics. In addition, a math minor or a combination of MATH 212 Calculus II; MATH 235 Multivariate Calculus; MATH 245 Linear Algebra; MATH 329 Probability; and MATH 330 Mathematical Statistics would be especially helpful for students interested in pursuing a Ph.D. in finance.